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Creating a Master Project List and Dashboard
Hello, I would like some help in designing a Master Project List, and a Master Project Executive Summary Dashboard. We have a Roadmap that contains each functional area's main projects/initiatives. Is there a way I can build a formula to have all the information from each road map combined into one Master Roadmap... Which…
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Use report count value in dashboards
Hello, I am new to Smartsheets. I have tried searching in the forums, but couldn't get a resolution. Below is the scenario. In Folder - Project Type 1 Project 1 Project 2 Project 3 Using Summarise function of a report, I can get the count of number of projects in each folder. Can I use this count value in a Grid or…
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Report not updating after source sheet is edited and saved
Hi, I am trying to update a report but whenever the source sheet is updated and saved, those updates do not filter into the report. I have tried waiting to see if it just takes some time to update, refreshing both sheet and report, closing out of and reopening both sheet and report, but nothing seems to work. Additionally,…
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Running a report with multiple drop-downs
Hi. I am running a QI report where we are looking at any kudos for our agents. We want to recognize our top performers, and we have a sheet where we collect that data for specific agents and incidents. On most incidents there will be 2 or more agents receiving those kudos, so we created a multiple select drop-down to enter…
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Report in Dashboard - how to disable the "open report" link?
Hi all, since some time there is an open "open report" link under each report in the dashboard. But the user should not be able to open the report, how can I disable this? Thank you
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Status Circle Automation
Hi, I am using status circles for a high level status report. Is it possible to automate the 'Overall' Status Circle based on the colors in the other measures (budget, timeline, scope, KPIs, value). For example, if 4-5 of the metrics are green, Overall is green. If 3/5 are green, Overall is Yellow. If 1-2 are green,…
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Count how many times a multi-select value was selected in a cell range or column
Hi, I am trying to count how many projects from another sheet has a specific OKR value selected in a multi-select dropdown column. Example: There are 4 projects, all of which could be assigned to a single or multiple OKR values. I need a formula to count the number of times, e.g. 'Improve Operations Efficiency', was…
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Report on all sheets I am part of as Assigned To
Many of our team members will be allocated to many different sheets. 1. Is there a feature how to make a report showing all sheets I am assigned to?, and as a continuation a report showing specific tasks in those projects, for example Gate Review, or Offer Submission? Those tasks are not necessarily assigned to that…
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Current User on Report
Hello, I tried to search for this but didn't find anything that could help so I was hoping somewhere here can help me. I have a report that looks at data and returns a date, shift, current user, and then it groups the results by date. The problem that I having is that when I add that to a dashboard so that people can see…
