-
Auto update of "Custom Date Range" when scheduling a report?
I'd like to schedule a report each month to automatically cover the next 90 days. But it looks like I'd have to update the "Custom Date Range" each time for the next 90 days. Is there a way to have the Custom Date Range update automatically? For example, "T " to "T+90"?
-
Smartsheet reporting and dashboard
Hi, Attached below is a screenshot of a Smartsheet dashboard that we have had set up on our project by someone else. The dashboard data is being driven by a report which is in turn being driven by a stats sheet (screenshots also attached below). I have a couple of questions in relation to setting up a different dashboard…
-
Resource Report View
Wondering if there is a way to create a resource view that is more of a traditional calendar view?
-
Cannot Import the filtered report or the report created to Power BI or Spreadsheet.
Hi Team, We love the features of Smartsheet. But to make it more effective and have a bigger user base, this Product feature is definitely needed. For instance, I need to export the results of a Filtered report to a Power BI Dashboard. I have the necessary connectors. But there is no way I can just extract the data that is…
-
FILTER A REPORT ON MOBILE APPLICATION
Hi, I am interrested to know if we can filter on report on mobile apps. I explain, on computer we have the possibility to choose filters by Where, Who, What, and/or. It is really helpful to have an activity follow up linked to many sheets. On mobile, for the same report, I don't find the way to do it. Do I miss something…
-
Finding Duplicates
Hello, I have several sheets. One every month with at least 2000 rows per month. I import the information from an outside source via Excel. Long story short, there is a high probably ability of getting duplicate information from the outside source. Once imported from Excel into Smartsheet is there a way to fnd & delete…
-
Multiple Allocation % per task
Wondering if there is a way when adding multiple resources to a single task to add also multiple allocation percentages? For example if i am tasking A & B on task 1, but i want A to be at 20% and B to be 50% - is there a way to do that without creating a duplicate task line?
-
Reports (no longer slow to refresh)
Seems like reports are refreshing super fast now. This has always been a huge problem for me because I refused to use smartsheet live in a meeting because reports were just so slow to load. I'll admit that part of the problem is probably my design (pulling data from up to 150 files). Fingers crossed that fast reports are…
-
Report w/Current User and Dashboard interaction
I have created a report with the attribute of Current User; when I added this to a Dashboard - it appears that functionality with the report is lost. When going to the dashboard - the report still reflects my assignments; the current user function within the report works as I tested it within my group; is this a known…
-
Formulas for an automatically generated Risk Level
Hi I'm am trying to replicate the below formulas in smartsheet so it can automatically calculate the Risk Level with existing controls and with additional mitigation. The below formulas are currently being used in excel: Formula for existing controls Risk Level: =IFERROR(VLOOKUP(H7&I7,LikeliConseq, 2, FALSE),"") Formula…