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Using Reports on Dashboards - Current User
Hi there, I have a report that shows a timeline for each of our clients and it is filtered by Current User based on assigned tasks. I was working on building out some dashboards for our Account Managers and when I add the Report Widget to the dashboard it shows my tasks to the end user and not theirs. Is there a way to get…
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API - Report Filters in API query
Hi, Does anyone know if there is a way to pull via the API, the Filters, Group and Summarize parameters of a report? I am wanting to store this info somewhere safe in the event of a data loss event occurring and needing to rebuild the many reports we have in the tool today. I can't seem to find any parameters on the…
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VLOOKUP - random responses
Having trouble with random responses from VLOOKUP. What is puzzling is that all options have been copied or transferred the same way but give a different result, any help appreciated!
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Pie Charts
I was eager to checkout the recently released Smartsheet Charts, I have produced a couple of Pie Charts based on some real time data but seem to have found that limited funtionality/formatability (e.g. Not able to re-position labels) restrict their actual use, please see screenshots below. I wondered if it's just me or…
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Best practices / templates to create an NPS Form and Dashboard
Good afternoon, I need to create a form to measure Net Promoter Score (NPS) for our PMO office. I have samples for the questions, but I would like to know if anyone has experience building a form specifically to measure NPS. Any ideas/suggestions are welcome. Thanks! Silvana
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Report that not required to manually adding up new project
Hi Team, Can someone help me how to create a report that doesn't require to manually add when we have multiple projects...Is there a way.? Regards, Tanveer
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Using templates vs sheets in "template set"
Hi, I am creating template "sets" similar to what SmartSheet has created so that our workplan has the same related reports and dashboards for every project. Because we have a lot of users, I like the idea of having the main workplan in a template so that it cannot be overwritten. However, I noticed that in none of…
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Filtering Columns in Reports
I have a master sheet which has data pertaining to different departments. From this master sheet, I'd like to show only the information relevant to a department to that department, and none of the other data. 1) How do I restrict the datas in the columns that have to be shown 2) If out of 4 child rows, 3 pertain to one…
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Sales Pipeline - Period View
Hi, I have a few sheets of Sales Pipeline for each Manager. I have brought all of the estimates sales data together in a separate sheet and created a Dashboard using this. However, I would like to only see data relevant to the particular Financial Year in the dashboard. Any suggestions on how to go about this?
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Combining data from 2 sheets
Hi I have created 2 sheets: Employee Onboarding Employee KRAs Both the above sheets have one common field: Employee ID. Now I want to create a report by referencing to this common data field (e.g., Employee ID) and "blend" the data from both the sheets. Can we accomplish this please? Thanks Nasir