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Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
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Report and Dashboard
In my sheet, I have a column calculating the NETDAYS between two events. This column does not show up if I try to create a Summary Report. It only allows me to create a Row Report. In a dashboard, how can I use a half-pie graph to show the number NETDAYS greater than 37 and NETDAYS less than or equal to 37. I do have…
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WorkApps: Different report filters for different roles
When using WorkApps to provide restricted access to data, it would be great if we use that same report across different roles by apply different filters. This would allow us to use a single report for the WorkApp instead of creating lots of identical reports. Situation I have data from different departments that I want to…
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Dashboards and Reports
I'm building a Project Office (PMO) with 80 projects and looking to build a project dashboard for all 80 projects. We would need 4 reports per project (project summary info, project plan, issue/risk log, and project contact list). I'd rather not develop 320 reports (80 projects x 4 reports). Is there a way to do this more…
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Merged: Create Workflows from Reports
This discussion has been merged.
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Report Builder to return only current and unique items
I am creating a working report based on bi-weekly reports we receive to identify if any new items (Primary column) meet our criteria and would require to be assigned in the project. I'm using the Report Builder but having some difficulty understanding to get the builder to return only the most recent items, if multiples…
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How can I automatically remove data with a value of zero from a Dashboard
I am looking for a formula to remove any line of data that has a value of zero in the Report, from the Dashboard. So, when the line of data is zero in the Report, it should eliminate that row from the Dashboard.
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Smartsheet as Data Entry Form with Intertwined Filters in Drop-downs
Hi. I need to upload an Excel spreadsheet to have some of the columns there filled with text and dropdowns. The problem I am facing is that I would need the different dropdown filters to be intertwined (that is, if I have two columns with one named Continent and another one Country; making sure that when I do select in…
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Any workaround for Primary column being the first column in a grouped report?
I actually feel a little silly even asking this, but I have a user request to do move a couple of columns to the left of the primary column in a report that uses Groups. Unfortunately I do not have a great response and I hope the collective awesomeness of the Smartsheet community has a better answer than "I can't make the…
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How do I create a report that displays rows that are passed a certain set date for each row?
I'm attempting to create a report that easily displays rows that are delayed. For example, if I had a planned delivery date of 08/07/2024 (UK Format), but this was actually delivered on 10/07/2024 (UK Format), I would like the report to only display this row. If the planned delivery date of 08/07/2024 (UK Format) was met,…