-
Smartsheet Report not capturing information
Hi all, I hope you're all well and having a great start to the week! Hoping you can help me, as I'm having issues with Reporting on Smartsheet. I'm trying to put together a Report that will serve as a "Master Risk Log" for my organisation's project portfolio. I have built the report so that it captures specific information…
-
How to get a number of form submissions within a date range.
I'm looking to put together a dashboard and on it I would like to display a number. We collect work requests via form fills. Each form fill creates a line in my sheet. And I would like to be able to report things like 'how many form fills did we get last quarter'. I know I can filter my sheet to show just the rows that…
-
How can I rollup a sum using an id in two separate sheets?
I have one sheet, the Purchasing Request sheet, which tracks a single request made. The ID column serves as a primary key here. On the other sheet, I have items that are tracked and related to a given request. The ID column in this sheet serves as a foreign key, which ties back to the one request made. I would like to try…
-
Correcting chart spacing
I am creating a chart on a dash board using a sheet summary report pulling data from 2 sheets. I am having difficulty arranging the columns as desired no matter how I adjust the widget tools or the columns in the report Specifically, One column that is pulling data from sheet "A" is on the left and the other 3 columns…
-
How to query data from one sheet to another?
I have a sheet which is essential reference data. I then have another sheet which will be used to actually do management with, but it needs to "pull" data from the reference sheet. VLOOKUP is only returning one data set. How do I use Smartsheet to query the reference sheet and return a list of rows which match a specific…
-
Can we create a report to find which sheets have proofs attached?
We have multiple project sheets and our team uses proofs within those sheets. I want to create a report to find out which sheets have proofs attached to them. Is it possible? If not report, is there any way using formulae that we can find out if the sheet has proof? For example, if the sheet has a proof attached, a…
-
Report Grouping Work Around
I have a list of SOPs and their supporting documents (Forms, Logs etc). As you can see in the Excel example, we have the SOPs in Green and the supported docs below. Some, like the SOP Training/Retraining Record, are used for multiple SOPs. I tried: Using Gantt functions, added a Predecessor Column but I couldn't run a…
-
Report Row Sorting
I am trying to use reports to reduce the amount of columns and rows I need to handle via the API. Along with this, I would like to have the report also sort the rows, but it seems that when using the API make a Get Report request, the row numbers in the JSON response do not line up with the associated reports row numbers.…
-
Formula for 2 columns - checkbox and a date range
Hi there - newbie here. Looking for help with a formula. I am trying to drive a metric which shows the percentage of activities on 'THD Brands' in the past week. The 'THD Brand' column is a checkbox, so essentially I need to count anything that is ticked in this column, and also the 'Last met?' column has a date within the…
-
Logic Project Plan
Hi , Need a help on the project plan logic related to Sch Health. The logic i am using on the schedule Health is not showing me the correct result. As you can see Start date is 06/01 and End Date is 06/30 the % Complete is 50% ideally it should be green because it just a week and the % complete is 50% Can any one help on…