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Report that not required to manually adding up new project
Hi Team, Can someone help me how to create a report that doesn't require to manually add when we have multiple projects...Is there a way.? Regards, Tanveer
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Using templates vs sheets in "template set"
Hi, I am creating template "sets" similar to what SmartSheet has created so that our workplan has the same related reports and dashboards for every project. Because we have a lot of users, I like the idea of having the main workplan in a template so that it cannot be overwritten. However, I noticed that in none of…
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Filtering Columns in Reports
I have a master sheet which has data pertaining to different departments. From this master sheet, I'd like to show only the information relevant to a department to that department, and none of the other data. 1) How do I restrict the datas in the columns that have to be shown 2) If out of 4 child rows, 3 pertain to one…
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Sales Pipeline - Period View
Hi, I have a few sheets of Sales Pipeline for each Manager. I have brought all of the estimates sales data together in a separate sheet and created a Dashboard using this. However, I would like to only see data relevant to the particular Financial Year in the dashboard. Any suggestions on how to go about this?
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Combining data from 2 sheets
Hi I have created 2 sheets: Employee Onboarding Employee KRAs Both the above sheets have one common field: Employee ID. Now I want to create a report by referencing to this common data field (e.g., Employee ID) and "blend" the data from both the sheets. Can we accomplish this please? Thanks Nasir
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Countif logic not working
Hi Team, I need a formula that should count the based on Priority High, Medium, Low . So if the priority is High and Status is Completed it should count the number on closed column if the priority is High and status is In progress,Hold its should count the number on open column like wise we have to do for Low and medium.…
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Reporting Hierarchy
I have a sheet with several parent, child and grandchild rows. I'm creating a Report from this sheet but I am unable to filter and see child or grandchild wise. I have created a WBS System (1, 1.1, 1.1.1 -> Parent,Child,Grandchild) as well but unable to group/filter using this. Is there any work around for this?
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Renaming sheets with different versions and impact on reports/dashboards
Hello everyone. I am still transitioning our documentation over from our previous process to SmartSheet. In our current PM processes, our project artifacts (actions, risks, etc.) are all contained within a single Excel workbook as separate sheets. This workbook gets renamed each week so that we keep track (or in case…
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Notification Automation not working
I have set up a notification automation which would send someone a notification when the status of a deal changes. Attached Screenshots. However, I am unable to get any notification. Do i need to apply a different automation or is my current one missing something? Thanks!
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2-dimensional filter
I have hit a wall on ideas so thought I would reach out to the Smartsheet Community to see if anyone had any ideas, workarounds, or suggestions of how to accomplish a "2-dimensional" filter since there doesn't appear to be the capability (at least I'm not finding a way) to combine the "AND" and "OR" criteria to a filter.…
