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Remove the need for duplicate reports in a dashboard
I have a sheet listing data from several different projects and would like separate dashboards created based upon the project data in the sheet. I can do this easily for one project and just add a filter for "Project = ##" to pull in a specific projects data. However I now have the conundrum of creating about 10 different…
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Linking Parent and Subtasks from a sheet into a report
Hi! I am creating a report of tasks that are in various stages, and some of the tasks have a parent/child relationship. I already tried the 'Helper column' to identify parent tasks. Is there a formula to use to identify child tasks? Also - Is there a formula I could use where instead of just listing the Parent Task Name in…
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Dynamic View Between 2 Departments with 1 source sheet
Hi! I was hoping someone might be able to assist me with a crazy idea and see if it's possible or if there would be a better option. Here it is: I'm wanting to create a single source sheet that would serve as the foundation of a data warehouse. It would have 2 dedicated admins who would act as bridges between both…
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Grouping data by month and sorting it chronological way in a row report
Hello everyone, I'm trying to create a report in which the data pulled in (in this case "submissions"), is grouped in months (i.e., 3 submissions in August, 5 in September, 2 in October, etc.) as to show which months are busier. The grouping and the sorting tools though, in their options "sort ascending" or "sort…
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Why is my Excel exported from a report empty?
Hello, I am trying to solve an issue I am having with exporting data from a report to an Excel sheet. We have a financial report that is exported to Excel on a weekly basis. This week when our employee went to create an Excel export of this report, the excel had no data and only showed header names. I tried exporting this…
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How to filter anything that has been marked complete in the last 30 days
I am trying to set up a chart so that any project that has been marked at complete in the last 30 days will show up in there. I did this by filtering in the report for any due date that is in the last 30 days, AND has also been marked complete. But I am realizing now that it may not be the best solution, as sometimes…
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Is it possible to get automated alerts upon change to a report
I have a report which is being populated from 150 separate sheets being used to track project approval stages for 150 projects. I would like to be alerted anytime that a project stage approval is completed. Is there a way to get an alert when a report changes (as opposed to manually checking the report every day? Or…
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Make a link reference in a sheet to data in a report?
Hello, I want to link data from a report (a grouped sum amount) into a sheet with a reference link and/or add it to a formula. How can I pull data from reports to use in sheet formulas and/or rows/columns? Thank you, Angela
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**NOW AVAILABLE!** Change column names without disrupting reports
Hi Community, In a coming enhancement, reports will be more resilient to changes, automatically connecting renamed sheet columns so you don’t have to lift a finger. We will update this post when it’s live! An icon on your report column will alert you if columns have been connected, so you can drill in to see what’s…
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Requesting help reporting top three vendors for three locations based on a common review database
Our team is trying to build a tool to intake vendor reviews based on five averaged criteria to inform vendor selection on future projects. I've built the form, a review collection database, a review metrics helper sheet, a vendor masterlist and a preliminary report. I'd like to be able to consistently report the top three…