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Creating reports with multiple sheets
I already mesh a ton of data in multiple directions across 3 data tables. Looking to have a few "common" columns (Risk, Comments, etc) that are shared over the lifetime of a project with 3 different teams. -->Team 1 updates them early in the project lifecycle -->Team 2 updates them in the middle --> Team 3 closes them out…
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I need help and suggestions for creating following sheets:
Hello Community, We would like to create sheets, which will be working for the following functions and trigger the right authority on time: 1. Perform monthly vendor scorecards 2.Have an approved vendor commodity matrix that can be shared with our employees 3. Use for monthly OTD vendor ratings 4. Reminders for ISO and…
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Report Notification
Hello Smartsheet community! We’re hoping to get some guidance and see what's possible. Our staff would like to get notified of all past due tasks in a single aggregated email reminder (they get too many emails, so aggregated information is essential). Here's what we think our ideal scenario is, but any guidance would be…
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Viewing a Report in a Dashboard that is embedded in MS Teams
Hello, One of my colleagues has come to me with a query that has stumped me somewhat relating to a report not displaying on a dashboard that's embedded as a tab in MS Teams. My colleague is using the Smartsheet app to integrate into MS Teams for this instance. I'm not sure if this might be related to the…
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Project Management Office Template - Silly Question
Hi Community!! I'm working my way thru setting up a project portfolio using the Project Management Office template which is amazing! I have sort of a silly question......the Intake Form and Project Intake Sheet request something called a "Category". How should I think about categorizing the projects in the portfolio? How…
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The Use of The Primary Column in Reports
I was having an inexplicable issue with filtering a report where rows weren't showing up for a specific sheet. I called Smartsheet support and after about half an hour we fixed the issue. I was told that when a new report is created, if the primary column of an existing sheet is blank for ALL rows, the sheet will be…
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Calendar App - Sort by Specific Field in host Sheet/Report
Is there a way to sort my data grouping by a different field? I have a column that designates a specific order I would like the data to show - but it only sorts in the column(s) and not the data grouping as desired. I don't want the data to be sorted alphabetically.
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Publish a Report in Gantt View for use on Ipad
Hi - our site supervisors out on the road need access to a specific report that is in Gantt view. I cannot seem to publish the Gantt for viewing on any IOS platform - ipad or iphone. I have tried embedding it in a dashboard but that doesn't work either. Can someone please advise what I need to do to get this to work?…
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Filtering Report Based on Missing Field
I'm trying to filter a report to select for rows that are missing a column. I have tried selecting "Column A is blank" but this results in only rows that have that column and it is blank and not rows that don't have that column at all. Any advice you can offer is appreciated!
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Project Phases of Development
Hello! I am trying to find a way to show the development stage of a project so it can be rolled into a report. Basically if all of the tasks in a section are complete, then the development stage would be the name of the next header task. For example (see image), if "Project Planning," "Drafting," and "Developing" are all…