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Creating Report Workflow Automation that goes out on the 3rd Friday following a Monday
Basically, I can only use weeks where there is a Monday in that month before the 3rd Friday. So the native function of picking 3rd Friday will not work for this scenario. I have seen lots of help for Monday's but am not sure how to program this one. I need to send out a report reminder to owners the 3rd Friday following a…
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Joining report on the Primary
If I have 2 sheets with the same Primary column, is there a way I can use reports to create a sheet that essentially joins the 2 other sheets using that primary column, and keep that unique in the output?
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Reports
Hi SS Community, I have two sheets I'm trying to combine in a report. Both sheets have a column named "project name" as the primary column. I am wanting to filter the report based on one criteria from each sheet. But since the data is coming into the report as two separate rows I can only filter one or the other otherwise…
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Duplicate rows in a Report
I have a report that pulls from a sheet for Actions from a meeting. The report pulls the agenda topic, presenter, and a blank action line. The report pulls all past meeting topics, when this is done is there a way to duplicate the lines so there are up to three for teams to use? What I am looking for: Meeting is in the…
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RBG Symbols not Populating in Report Cell Link
Hi there, We have a report that pulls cells from a symbol column in other sheets. I went to add one today and the symbol is pulling as text. Can someone help? I checked and the column type is the exact same as the others (title and symbol type). I have tried to copy the report and it still did it. Thanks!
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Need to Count Distinct Based on Multiple Criteria
Hi there! I have a database (Sheet 1) where I log all my company's gifting to social media influencers and the subsequent exposure on Social Media in one sheet. I organize them by the Name of Influencer, the month we gifted, the month they posted (if they did, otherwise its blank), among others. In a different sheet (Sheet…
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Smartsheet flip functionality
I want to convert column data into rows in a report. How can I do that. "Transpose" function in excel serves this requirement.
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How do i allow a user to see data on a report, without giving them access to the Master Data sheet
Hello, I have a form that feeds data into a master sheet/grid. I have am automation that separates the data by teams. I have a specific report that that has the information pulled in from the main page and i tried to give somebody access to just that sheet but they cant view any of the data. The only way they saw any of…
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Rolling up Health to the Parent row
Is there a way to roll up health of tasks underneath the parent to reflect an "average" health, if you will? I have a formula for my children to render health, however, I can't seem to roll up to the parent. Would the same formula work the same in the parent row, if my formula is based on start/finish date and % complete?…
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Actual % bar in Gantt view which is based on budget mhrs in Project Plan
Hi there If I'm correct, Smartsheet only provide the "Time Duration (i.e. Days)" as the basis for Porgress Measurement in Project Plan. It's good in a way, but not that professional. For now, I have to set up a column for uploading the budget mhrs for each tasks (say 200 to 300 tasks for a classic project) and use it as…