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Including Parents in Report
I'm creating a report and filtering by the value in a particular column. However, I would like to see the parent rows as well. In the original sheet, I can create a filter and check the box that says "include parent rows". However, in the report, I don't have that option when selecting a filter. How can including the…
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Get Month and Year and Group/Sort
I've got a sheet in which sales reps input their daily activity. This sheet has a date column that is required. I'm trying to make a dashboard to track month to month levels of activity. Perhaps I'm missing something but there doesn't seem an obvious way to do this. I've tried making a report to group by month and sorts…
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Request A Weekly Update Forces 50 Rows of Update. Only Need to Update First Row
HUGE issue. I have a workflow to request an update every Thursday. When workflow is triggered, instead of having only ONE row update, it asks for 50!!!!! This is bad. I tried to lock these rows but still is launching 50 pages worth of request update. ONLY ONE ROW should ever be requested. Period...
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Account by month
I have a list of accounts that we are migrating to a new platform over the next two years. Here is a portion of my list. I need to replicate a view to something like this slide. Any idea? I have read everything posted online and watched 2 hours of videos on this today and cannot even come close. I would appreciate any help…
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Can I use a cell value in the sheet as a filter for a report that I'm using to populate a dashboard?
Scenario: I have a dashboard that updates every two weeks (sprints) that uses several reports to show work completed, in progress, and blocked (all three different reports). Each of those reports represents data from the master backlog file, based upon the current sprint as a filter for those reports. Complication: The…
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How to group child rows when creating a report?
I have a sheet where the a person is in one column and the projects that he's assigned to are in the next column called "Projects". I am trying to create a report to measure the allocation% percentage a person has for each project by month. To do this I placed all of the projects that each person is assigned to in Children…
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Formula to Capture Active Projects Assigned to an Individual ONLY
I'm currently having trouble figuring out how to capture the number of status specific projects assigned to an individual. I've attempted the "COUNTIFS" formula many times, but can't seem to configure it so that it counts the number of projects by assignee IF the project status is one of the following: Not Started In…
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How can I link two forms from two different sheets to put the answers on one singular sheet?
I want to be able to have two sheets with two different forms, but then I want the two forms to also have one sheet with the answers from both forms so that the answers are combined. Is that possible? If so, could you help?
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Automatically Create Report with Single Row Data?
Hello, Is it possible to use Smartsheet to automatically create a single row report and mail a viewable link? Use Case is similar to getting a package tracking number where the end user can view realtime progress on it with the unique link/identifier Below is the idea I have sketched out, but I have not found a way with…
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Export only new rows from form submissions to excel
I have been searching for an automated way to get this done. I have a pretty intense (for me personally) form that my coworkers use to track a number of things that I measure. I am pretty married to my sheet and have a number of automated workflows running with it as well. There are about 48 columns of data including index…