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Survey Results from Form to Dashboard Chart
Novice Smartsheet user here. I created a Likert-syle survey using a Smartsheet form that has about 20 questions on it. I have results from five respondents so far. I would like to present this data in a Dashboard using the chart widget - one chart per question. Ideally, the chart would show how many respondents answered…
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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…