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Team Assignment Report Help
Hello All, longtime user of Smartsheets for work - first time poster seeking help. I am search for a solution in creating a report to show all of the assigned tasks from a Smartsheet that outlines all of the Classes our Org is holding for Staff this year as sorted by assigned Training Staff. Those Training Staff are…
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Multiple Reports on Dashboard
Anybody have any creative solutions to allow users to toggle between multiple reports on a dashboard? Essentially I want to have my main Executive Dashboard, with a Report widget that can be updated with various filters - without having to click into the report and change the criteria. I have about 20-25 different 'slices'…
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Pull milestones from multiple projects into single sheet
Hey all! I'm managing multiple medium-large scale projects within my org, all on their own project plans, and I'm wanting to build a consolidated enterprise-wide tracker so I can see where I'm at with all my milestones in a single plan / dashboard. Is there a way / template that would allow me to pull in milestones from…
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How to only Sum values for unique requests with a specific request type
Hello, I have created a sheet to calculate some data points based off of an archive of requests that get pulled from an Automation when Estimated Completion Date and Actual Completion Date are changed, and I am trying to setup a columns to display the Average Days to Completion for each request type to help with estimates…
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Help with Summary report build using matching dates to sum meeting minutes used.
Good morning! I am trying to build a meeting report for my team's weekly Work In Progress (WIP) meeting. I am using a form for team members to fill out how much time they need for our one hour meeting and on which date. I have a formula that takes any matching [WIP Dates] and sums their [Time needed in minutes] The Sum of…
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Calendar view not working on mobile
We had recently added a calendar view of a report to a portal/dashboard we released to our entire company. Reason for the report is we did not want to publish the sheet itself as a calendar to the portal being that when you right click on a date range displayed on the calendar and select "view detail" it would still show…
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Dynamic View - Creating with a Report
Hi I have a report that I want to have within Dynamic View. In looking at the report, I don't have any filters, grouping, summarization or sorting selected. Below are the steps that I am doing Open Dynamic View Click 'Create View' Select the Report Click 'Create' When I click Create, nothing happens. I have been able to…
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I need to count the number of enquiries between the dates 01/01/2023 & 31/12/2023
I need to count the number of enquiries between the dates 01/01/2023 & 31/12/2023 Just can't get the formula right, keep getting Invalid or Unparsable, I know it should be straight forward but...currently trying to use COUNTIFS I have the formula to count all the values that equal enquiry but can't set it to select between…
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Merged: Formatting Report Grouping and Summary headers
This discussion has been merged.
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NEED A WAY TO REFRESH ALL SOURCE SHEETS AT ONCE!!!
Having to open each source sheet to have the conditional formatting update is not efficient. The refresh on reports and dashboards do not update the conditional formatting for each row. Every single sheet must be opened every day for them to display the correct colors (ex: 3 days away - blue, 1 day away - purple). I log on…