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Introducing a new report builder plus grouping and summary for reports
Hi Smartsheet Community, Starting today, you’ll see some changes in reports, with the release of a new report builder plus the addition of two top customer-requested features that help you create more powerful and informative reports: grouping and summary. The new report builder replaces the previous “where, what, when,…
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Visual grouping of data - input requested
Hi, looking for suggestions/tools on a way to show data visually grouped ideally without using parent/child relationships. e.g. if 5 initiatives were all tied to one larger objective, I'd like to only reflect the objective once (vs. in each row), with the 5 initiatives shown to the right. I know the calendar app offers…
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Help with project metric and resource setup
we are not using Resource Management because it is way too manual of a workflow to manage. Instead I am trying to replicate some level of a resource map by doing the following: there is 4 stage gates that are the primary workload impact for various teams with a specific Start/End for each stage. Team 1 = Stage 1, Stage 2…
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SCC: Dynamic Report Scope - Shows grouping headers but no rows of data?
One of my Dynamic Report Scopes built in SCC is not showing any data. It displays the grouping headers, and if i change filters the grouping headers change as if the data has changed. But the actual rows of data are not being displayed. There is also a warning at top saying: Not finding the rows you're looking for? Try…
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Why isn't the workflow triggering and moving the data to another sheet?
Hi, I have the following workflow set up where the data needs to move to the delivered sheet once the date is in the past. For some reason, the workflow is not working. Both sheets have the exact same column headings. Can someone review and let me know what's missing?
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Disabling sheets, reports and/or dashboards without deleting them
As a company, we are trying to determine what grids, reports, dashboards, etc. that people are using. Is there a way to disable items without deleting them? That way if it is decided that we still need something, we don't have to recreate it.
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Complex nested IF, AND with traffic light symbols
Hi All, I'm working on automating a symbol highlighter to indicate project progress as well as alerting if key milestones are being compromised. The formula below is structured based on the following columns: * Finish: The Activity completion date * Start: The activity start date * Date: A column containing fixed dates to…
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Formula for RYGB Status
Hi, I'm currently using this formula for status health but it's not the best because "Not Started" status is not showing Red if the End Date for the task is in the past. Obviously, the task is overdue even if it hasn't started. Can anyone assist to make this formula better? =IF(Status@row = "Complete", "Blue",…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
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Interacting with reports error
Hi all, Running into an issue. So I have 5 depts that will be updating their progress in a lifecycle management of the product I'm tracking. I have created a sheet where I get all the overview and have conditional formatting whenever someone clicks on the checkbox their portion becomes green. The issue I'm running into is…
