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How can I create a helper sheet that reads totals from multiple reports
I need to create a 'helper sheet' sort of like a metrics that will collect multiple counts from multiple reports so that I can chart it easier in my dashboard. I currently have 60 reports which each have 3 counts on them, meaning that each one would need to be charted individually. I would like to be able to create a…
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Creating a report with data from 3 different sheets
Hello! I'm new to Smartsheet and I need some help building the following two reports: I have 3 sheets, with the following main collumns: Sheet 1: Open Matters, containing #Matter, Client, Matter Type Sheet 2: Invoices, containing #Matter and Amount Received (Revenue) Sheet 3: Expenses, containing #Matter, Contractor,…
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dynamic dashboard update
Is it possible on a dashboard for a widget to be dynamically updated? In the image above the "In Progress" is "Rich Text" widget type. I want to be able to check a box (elsewhere…not on the dashboard, and based on the check box - it wouldn't say "In Progress" but it would display a report. I know i can't have a widget…
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Removing Zero Values From Chart
I am trying to create a stacked column chart to show how many Statuses are being used per section (Section for Chart) in a project plan. However, I do not want any zero values to show. I have attempted to create a report for this chart, but I cannot get the chart to look the way that I want. What I want (minus the zero…
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Linking Multiple Sheets in a Report
My org has a number of sheets that we were hoping to link together in a report. Two of the sheets have a primary column with the same item number (in our case, new product request number or NPR-XXXX) associated with it. On the third sheet, it has a separate identifying number for a part number request, and in some cases a…
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Help with COUNT forumula for column with duplicate names.
Afternoon, I am creating a reporting dashboard to report employee stats. Each of the metrics on my dashboard is fed from a dashboard calculation sheet. Each of the sections in my dashboard calculation sheet references another sheet based on different criteria. In each of these sheets, i have a column with employee names…
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Filter report to only items where comments mention specific text
I'm looking to create a report that will show me only the records where I am mentioned/tagged in the comments. This is not a comments column, we are using the standard 'comments' functionality. Would even be sufficient to just filter on any rows where the comments are like '%SomeText%'. Seems fairly similar to this post…
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Request: Report summaries should count checked = 1 and unchecked = 0 for Checkbox columns
Love the reporting column summaries feature for most column types. However, the Count summary option isn't very useful for Checkbox fields. I want to see how many "violations" there are which we denote with flags being checked or unchecked. I'd expect the following scenario to return "3" and not "5". Or am I missing a way…
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Trying to set up Corrective Action system using smartsheets
My company has been using smartsheets for order tracking and data reporting, but I'd like to try to use it for our corrective action system (we are AS9100). Currently we just use a controlled document to gather all of the data and put it in a folder that's manually created on sharepoint. I want to create a sheet to track…
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Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
