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How do folks sort by (alphabetical) month in a report?
The new reporting tool is great, but the grouping feature seems to conflict with sorting. I have already had to build extra columns to show month as a word (i.e., January). Now to sort by months of the year, I am kludging some things that are painful when other tools like Excel have such flexibility (up to a custom sort…
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Producing a chart on a dashboard to show resource capacity
I have created a report with information about task status and owner for a bunch of projects. I am trying to summarise this on the dashboard as a pie chart (ideally open tasks by owner); however, the chart shows the same owner multiple times in different colours because they have outstanding tasks for multiple projects. Is…
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Why is the Report function not picking up data from one of the source sheets?
Hi all, I'm currently using the Reporting function to create a Programme Risk Log for two projects (Project Sample A1 and Project Sample A2), each of which is using the same template Risk Log. As you will see from the screenshots, both Risk Logs are selected in the Sheets tab for the Report in question, however only data…
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Access/visibility query
Hi been a while since I used Smartsheet but pretty sure this was possible previously. 'Master' list of customers....(admins central sheet of all customers). We then allocate them to 'Agents' - free collaborators that will have a report from the master sheet - showing them only the commercial data for their assigned…
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What formula(s) would work best for this task?
Hello Smartsheet community! I have a question regarding what formula(s) would work best for a specific spreadsheet I am building. The situation at hand: I have a spreadsheet with data that has been submitted through a Smartsheet form. This data is connected to a users alias and tracks their completion of training. There…
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# of Tasks Assigned to Each Person from a Folder
Hi All, Working on trying to find a solution to the following. We have a dashboard we'd like to use to understand the workload across all of our standard projects. Specifically, we want to know the number of tasks assigned to each person by health status. The Folder "Standard Projects" includes multiple sheets, and will…
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Cross Referencing Sheets
Hi, We want to create a sheet that cross references another sheet and only pulls in data relevant to the partner with whom we are sharing the sheet. The reason we do not want to use a report for this use case is that you cannot hide the comments from a report and we do not want them to see the row comments. Please advise…
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Milestones not showing in report on Dashboard
Hi, I created a Report based on a Sheet that shows 7 milestones in the gantt view. At first, on the Sheet the milestones weren't showing up, but they were showing up in the Report. I deleted all the dates & durations on the Sheet and re-added them (using 0 for milestone) and they showed up. I saved those changes and…
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Deposit summary report vs. bank statements
Hi, We're trying to create the following project. I would appreciate getting some input on how to program it correctly. As a healthcare billing company, we post all account receivables to the patient's ledger. At the end of the month, we need to tie out the deposits posted to the bank statements to confirm that every bank…
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Creating multiple ranges without formula
I have inherited PMO reposinsibility for a large program in Smartsheets. I am going through the process of linking the various schedules, finance/risk/issues registers and other sheets for about 15 projects, all of which link into sub-programs and then up to the overall program. Is there any way that I can go into an…
