-
Best way to compile rolling metrics for Dashboard Update
I'm working to build a dashboard that presents monthly metrics. I want the dashboard to automatically update to display the last 12 months' metrics. I have a metrics spreadsheet that calculates all the information for each month. I'm wondering if the best way to achieve this is to create a new smartsheet with a formula to…
-
Grouping in reports based on 4 variables
Hi Community Trying to work out best way to produce a report based on 4 variables…which is just one more than the max in reports. I can't be the first one to have this conundrum and I would be keen to understand how others have resolved it. Columns, in the hierarchy I would like to report are:…
-
Report not populating with formula column data?
Hello, I have a group of sheets that populate a report with date data. One of the date columns is a formula column that is constant through all of the sheets, used to track various processes to calculate a target end date. For some reason, the data appears on the sheet but does not populate on the report. It appears on the…
-
Dashboard Issues & Privacy
I have a master data sheet with data on it for 5 different clients. I've then created a series of reports that filter information for each client so they can view their own data without seeing everyone else's data. But I can't give them access to a report without giving them access to the source sheet. So I created a…
-
Missing Reports on a Dashboard. Then suddenly appears after refreshing. Then missing again.
Hi everyone, Have you experienced being haunted by a Report widget within the dashboard? Our Clients were complaining that some tables within the dashboard suddenly went missing, but after refreshing, it will appear and then gone again. This is my first time encountering this, and I've already raised a ticket to Tech…
-
Allow report widget to show calendar view
At the moment, dashboards, it is not possible to have a report showing with a calendar view. This would be a great help for user needing to see data in a calendar format.
-
How would you measure progress by quarter
Hi there, I am hoping to crowdsource some creative answers to a question that has been asked of me by my leadership team. I currently have a Project Management Office/Organization set up in Smartsheet where projects come in with a request form and are managed on an intake sheet, get their own project planning grid &…
-
Grouping in reports does not show headers of the drop-down list
Hi I am a new user trying to test and see how much I can pull off from this amazing sheet. Well, I am trying to create a report with all the tasks for any given stakeholder. I am grouping the report based on the primary field that has values within a particular header as in the ss below: And, if you look at the report, it…
-
Merged: Update Requests Sent from Reports (versus individual sheets)
This discussion has been merged.
-
Auto-Update Report Column Names
This is a request to automate updating the report columns when the underlying sheet's column name is changed. After the new Smartsheet release that connects the old column names with the new ones, there are more clicks required to update the report's column names. The extra step is having to disconnect the old name from…