Hi SS Community, I am trying to create Month over Month varience report for my project management work flow. I currently have a Smart Sheet and Sales Force integration that updates my data live 2 ways, and that's where my problem begins. Below is a screenshot of Project Status dashboard graph as of 10/28/24 . I'd like to…
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I need to create a report for past due items. As such, I need to compare a due date to the current date. How do I do this in a report? I don't want to set the date to today every time as I want an automated report. I tried putting in the compare date to the sheet I am reporting off of but there is no option to compare two…
I feel like I'm missing something - using only core applications, is there a way to create multiple charts in a dashboard for ongoing data (meaning every time a row is added I want the graph to be fluid to update accordingly from one report?) My understanding is if I'm selecting from the source sheet, its stagnant data and…
I have given edit-can share and shared to report only permissions to a user of my report with the hopes they would be able to update the filters temporarily but they are unable to do so, when they hover over the is between date they get an x icon and cannot click it. I ran through the other permissions even up to admin…
We built a Workapp portal for our clients with edit access on the reports only (no sheet level access was given to any of our clients for security purposes). Now, I'd like to know why there's no red dots showing for new added comments when they're working at a report level housed inside the WorkApp. It's not helping our…
I am trying to add summary charts to a dashboard, however it requires numerical values which are impossible to add for what I am trying to show in the chart. Excel can easily create a variety of charts to show me how many cells in a column show specific data, and the Work Insight in Smartsheet also shows me the data in the…
So I am want to build a dashboard that will track/show how many complete, not started, and in progress tasks I have. I have four separate sheets that I will be doing this with. Each having about 8-12 tasks that will be tracked. The problem is which I will share below is under each "Task" I have a Indent where committees…
Hello all! My company's Payroll team is seeking a task management solution to help them track recurring to-do's related to payroll processing. We are on a 24 period pay cycle (15th and last) and there are some tasks that need to happen every cycle, some that happen periodically or annually, as well as one-offs. They'd like…
