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Reporting and Dashboarding on Multi-Select Column Type
Hi, bear with me as I am a pretty new user to Smartsheet (love the tool so far but have hit a snag) I'm currently utilizing the multi-select column type for a few of the sheets I'm working on. I love the feature, but am having trouble building the exact dashboard I need to report on my multi-select column. Let's say I have…
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Report to itemize responses
Hello! I am trying to develop a report that will list out which Residents have selected which Attendings with whom they have worked - here is the sheet that comes from the form I've created - they just click the box for which ones they've worked with. I then want to be able to have a report that lists each Attending with…
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Behind/Ahead of Schedule by "x" days
Hi All, I'd like to add a column that reflects how many days my project plan is ahead/behind schedule. I asked this question last year, but couldn't find it anywhere. I have a Planned Finish and a Finish Date. I'd like the row to display the following for each: If no variance, display "On Time" If late, display " X days…
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Copy and keep cell value based on day of the week.
Hello All, Is there a formula that would take a value from cell "A", copy it to cell "B", and keep that copied value in cell "B" until a set number of days have passed? Backstory: I currently have a dashboard with graphs that illustrates a rolling 7-day, 30-day, 60-day, and 90-day account interactions. I would like to…
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Automated Workflow for Forms and Reports
I created a form to collect data from users (while at the same time protecting my sheet). I need to collect data from users on a monthly bases, and I'd like to be able to send the Form I created at the beginning of every month. I also have a Report that I'd like to send out to managers at the end of each month. I know can…
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How do you create a report that counts the number of each status on a sheet?
How do you create a report that counts the number of each status on a sheet? I want to create something similar to this template but with my actual statuses not these preset ones. How can I either change this report or create a new one? When I tried to create a new one my report builder looks completely different.
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Report based on 3 sheets with the same primary column
Hi everyone, i want to make a report based with 3 sheets (Financial informations, planning informations, others informations) which have a common reference in their primary column. I want to have all the informations automatically on the same line. Please, can someone help me? Thanks.
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Pie Charting a Sheet Summary Report
I have added a RAG status to all my projects in the Sheet Summary view. I can pull a report showing the projects and their RAG status fine. When I then try to pie chart the RAG status onto a dashboard this is not possible as the RAG status is not a number. So I added a number field and populated it with '1' so that I can…
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Need a report that summarizes clients assigned to staff
I have a very basic Smart Sheet: Staff Member (Contact List) Client name (Text Column) Age (Date) Birthday (Date) There are a few other columns, but they are not relevant to my question. I need to be able to run a report that summarizes the number of clients assigned to each Staff Member. I don't need to know anything…
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Planning Calendar conundrums
Hi, Community! I am wondering if anyone else is using SmartSheet for an institutional planning calendar. I chose a template of project with gantt. Most of the tasks on the calendar, however, are annual, bi-annual, semi-annual, etc. I am trying to figure out the best way to handle that. Would I only be able to do it using…
