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Milestones on active project report
Hello, using the Active Projects report in PMO Template Portfolio view... Is there any way to get milestones to show on the Gantt timeline? I know you can drill down and get milestones report, put it in a separate project level view, etc. but wanted to know if there was a way to show the milestone diamonds on the rollup…
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Dashboard widget is not displaying all of the data from the source report
Hello Everyone, Perhaps you can assist? I am the admin for our Smartsheet and have all permissions. I created all the reports and dashboards. Issue: Today, for the first time, a dashboard widget is not displaying all of the data from the source report. This is happening for all similar reports & dashboards. (See example in…
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Customer Survey and NPS Scoring
I have set up of customer survey that includes an NPS question. I am not too familiar with reporting and dashboards yet, so I am having a difficult time envisioning where I should do my NPS calculations ie. Intake sheet, separate sheet, report, etc. This is also my first "solution" build. Currently, I am putting the…
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Help with Trend Data
I need some help with collecting data for trending. Currently, I have multiple projects with all of their top line data dynamically linked to a Roll-up Sheet. On this roll-up sheet I have data that is calculated from the project Status. Ex: How many projects are Red, Yellow and Green. This works really well for live data.…
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WORKAPP VS. JUST A DASHBOARD
I have a Use Case where I'm deciding whether to use a just a Dashboard with Several Dynamic Views vs. setting it all up through a WorkApp. I have not used WorkApps yet, so am wanting to understand any advantages or features with using it. Use Case: Streamline our Single-Order process with a Key customer. [ They desired a…
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Grouping with Parent Rows in Report
I would like to groups by quarter in a report, but keep the parents rows repeated in each quarter. Am I able to do that some how? When I use my quarter column to group all of the parent rows group at the bottom. For instance, my parent rows are Task 1 a - Q1 b - Q1 c - Q2 I want Task 1 to be broken into two groupings like…
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Unable to enter data in a report
I have a row report that is pulling from one (1) single parent sheet. There are columns that are set up with either Contact list or Text/Number properties that will not allow us to enter data through a report. These columns are not locked and do not contain any formulas in the parent sheet. We are able to update a checkbox…
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View if sheet is referenced in a report or dashboard?
I am cleaning up the numerous sheets I've created. However, how can I see if the sheet is referenced in a report, dashboard, other? I do not want to delete a sheet that is in use.
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Is there a way to populate a Report based on Project or owner?
I'm trying to create a report based on projects and owners. For example, I might have ten projects and multiple owners of each project. I can populate the project list but cannot find a way to include Owner My steps so far: Create Report Sheet Summary report Select projects I'd like to include, this could be single or…
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Creating project in Resource Management from a Smartsheet Report
Hi All, I would like to get data from a client's Smartsheet into Resource management, however their work is not formatted properly for me to be able to do so. In addition, there are rows of info that are not relevant to my team. I could make a report to pull the data I need, but I cannot create a project for Resource…
