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tracking # of employees quarter over quarter
I'm trying to show on a graph how many employees we had in each quarter. How would I do that? My initial idea is to add a helper column for each quarter, and add a formula to return a 1 if any of the date range of that quarter falls after their start date and before their end date, then pull a report counting the 1s for…
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Crosstab style reporting from Gantt data
Looking for some help on Crosstab style reporting from Shartsheet Gantt data. I have a Gantt project like the below ... How can I produce a report like this one I mocked up in an Excel Pivot table after cutting and pasting and "massaging" the Gantt data? ... Do I need the premium Pivot App (which we don't have) or is there…
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Consolidating Parent/Children Rows in Reports
Good Afternoon - I've recently been assigned the Ops Planning Project from another PM mid-way through the process. We have 6 company objectives that each of our 13 department's objectives must roll up under. Each department has completed a Smartsheet with their individual ops plan using the following hierarchy: Parent Row…
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Unable to extract sheetId from row object in a Report
Hello! I would like to create a pandas dataframe with smartsheet Report data. # Method to convert report to dataframe col_names = ['sheet_id','row_id'] + [col.title for col in report.columns] rows = [] for row in report.rows: # Append the id first cells = [] cells.append(row.sheetId) # This is where I get an error!…
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How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
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How to check if cell contains one thing or another?
Hi all, I'm making a sheet that references another sheet to get data for a detailed graph. I'm trying to count the total number of small, medium, and large projects. The formula I have that works for individual campuses is as follows: =COUNTIFS({Size}, CONTAINS("Small", @cell), {Campus}, CONTAINS("Example", @cell), {In…
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Report Creation Permissions
Can I give people with viewer access to a sheet to make reports off that sheet? Or, do they need editor access?
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Streamlining the workflow
Hi Smartsheet Team, I hope this message finds you well. I've been working on a project in Smartsheet and could use your expertise in streamlining the workflow. Here's a brief overview of the project: I've created a form to collect information from 60 individuals who will be reporting the number of hours they spend on…
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Response Delinquency Automation
When we send out an update request form, how do I automate a re-send to those who haven't provided a response within the specified timeframe? Also, how to I run a delinquency report?
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Assignee (Contact) Swim Lanes in a Report in Card View
Currently there is no way to have swim lanes (horizontal axis) in Card View in Reports while in Card View. This is possible in Jira, but not in Smartsheet. You can only have your Card View by a Contact column, drop-down, etc. Let's get this feature / view in Smartsheet.