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Filtering on name
I am struggeling with fitering on name when generating reports. The filter in the report refers to the e-mail address of the user while the entry is the affiliated name. E.g I am not able to sucessessfully use negative filtering eg. show all that is not christopher.grinde@ge.com since the entry is Christopher Grinde.…
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Sharing Filtered Gantt Charts
I want to share a filtered view of a smartsheet (gantt chart enabled) that shows: * dependencies and parent/child relationships that the user can close and open to help them focus on what they want. If I make a report out of it, I loose the parent/child functionality and the dependencies aren't displayed. I'm resorting to…
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Best practices; optimum template design for pulling/pushing distilled info from a sheet
Typical project management templates are not designed to easily get a distilled summary of important points. I am wondering if these is a template out there that would allow for easily pushing out or pulling from a sheet the following. If this info is in form of a symbol (Harvey Ball symbols for example) instead of numbers…
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New to smartsheet - Creating a document from several sheets of information
I am new to smartsheet and am self taught by using the youtube guides. I was hoping someone maybe able to guide me in the right direction. I am using smartsheet to create a log for new sample parts we need to test (product development testing). The log will contain a brief description, a photo, dates and also have links to…
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Refresh automatically expands collapsed rows
Has anyone noticed a recent change that automatically expands collapsed rows when a sheet is refreshed? Thanks, Joe
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Show values in the chart
I have created several reports for my PMO and I am using smartlabs to create charts. I want to show values on th line chart/ bart chart. Current functionality is , you have to hover on the chart to find out the value. Is it possible to show the value up front on the line chart?
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portfolio roll up - Waterfall and Agile templates
Hi, I use waterfall and agile methodology as per project requirement. I am creating a portfolio master roll up report for executives. When I pull all the projects, it pulls only waterfall templates ( yellow row). How do I make sure it pulls agile projects too( organe row)?
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Reports and Pagination
Hi! I've written a google script that mirrors a smartsheet - it checks hourly and syncs the google sheet to reflect the latest info in smartsheets. It works great with sheets, and all of the rows populate correctly. However, when I switch the target to a report, only 100 rows will sync. When I switched to looking at a…
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Batch Email Reports
Despite my best efforts I can't get some folks to log in to SmartSheet and access the reports themselves. They want the PDFs emailed to them. To cut down on the number of emails they get, I'd like to set up a recurring email that contains more than one report. Is this possible? Thanks.
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Images Add-On in Google docs/Smartsheet Webforms
I love that I can create a web form for my employees to record data and upload pictures to the sheet. I commented on another thread on this topic in July and, just wondering the status of making pictures available in google docs merge? Or does anyone have another product or workaround? I am trying to create a pdf document…