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Is there a way or alternative way in referencing a formula from the Report?
Hi, I have a huge data in my sheet which is automatically fetching data from a google sheet. And to summarize my data to which I need, I am planning to use a Report but when I am computing for a COUNTIF, I have realized that the we can't reference a formula from the Report yet. Is there a new feature to convert Report into…
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Running a report with multiple sheets, columns not populating
Hello, I am attempting to run a report with multiple sheets and/or a workspace (I have tried it both ways) the criteria seems to work fine but when I attempt to show a column from one of the other worksheets it does not populate. Any suggestions??
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Use Metric Widget to Show User Selectable Single Row
I want to be able to display the data from a single row on a dashboard (see image), but I want the user to be able to select which row to display from the rows available to them. Can this be done with a metric widget or some other method? tx DJ
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Combining multiple views of a project plan in one
In our previous solution, we had five project plans for users to choose from. This caused reporting issues as our milestones did not align between project plans. Has anyone combined project plans into one template and allowed the user to see the appropriate tasks for their chosen project plan by perhaps a filter? Example,…
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Using reports (or other methods) to update sheet - security question
Hi there, I'm fairly new to Upwork. I have worked through a lot of the training material, but I haven't yet covered it all, and I also lack experience. I have a Sheet with a large amount of client data on it, some of this info is sensitive. I want to ask several staff members to make contact with each client, then update a…
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Add Pivot report/table to dashboard?
Hi there, I've created a report using Pivot that shows all the budget types and the amounts for them as well as the overall total amount spent. I don't want to show this data in table form, but I seem to be unable to select a Pivot report using the Report dashboard widget. How can I show the Pivot table/report itself in a…
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Webinar recording: Dashboards introduction and best practices
Missed the webinar? Review the recording in the Learning Center. Join us for a two-part webinar series focused on Smartsheet dashboards. Introduction to Dashboards Learn how to build a visual Smartsheet dashboard to provide a robust, real-time view into data from your sheets and reports. Dashboard design best practices…
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Edits to existing recurring report attachments
When making changes to an existing recurring report attachment as an email, I am able to edit aspects like dates and recurrence, but not the distribution list. I have to cancel the recurrence and create a new one. Is there an easy way to update the distribution list for this instead of having to create an entirely new one?
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How do I create a report from various forms?
Ok, so I have about 17 forms created for various employees in different departments. Each employee is required to fill out this form x amount of times a month. I want to make a report to auto populate that shows how many times employee filled out the form, and I want the report to show the employees percentage of completed…
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Automating count formula and trend summary
Hello All, I am wondering if there is a way to automate this process. I am trying to get a count of each line item status type at the end of each day. Currently, I am updating a master sheet that has a status column reading either “active” or “not active.” At the end of each day, I am manually totaling the number of active…
