Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.
Hi, It's pretty rare for Tableau and Smartsheet to be used that way - but it makes so much sense! Something else related to those two products that I love is you can embed Smartsheet forms into Tableau dashboards, so that if there is some kind of insight found in the data, you can record any actions immediately into Smartsheet. I was working with a brewer in the past who would look at their brew data using Tableau, and if there was something they wanted to follow up on, they'd fill in a Smartsheet form which was embedded into the dashboard, so that they never forgot to chase down any issues. Cheers, Lindsay
Adding forms to the dashboards I think is an avenue I am intrigued in implementing thank you for providing that testimonial!
You'll want to use URL actions. Prepare to be excited! https://help.tableau.com/current/pro/desktop/en-us/actions_url.htm
I'm modifying a status tracker. Some of the columns are cross-sheet references to the IRAAD and Plan. Once the PM makes a status update (by starting a new row at the bottom of the sheet), once the current date changes, I want the date from those cross-sheet references to freeze/lock, not to continuously update. How is this…
We have a Tollgate Report that pulls stage gates from 100+ Project Plans. How can I display the stage gate dates horizontally in a single row for each project, similar to the layout shown in the second image "Result to be Achieved"
Someone at Smartsheet pointed me to their Agentic PMO offering today and I'm curious if anyone's organisations have deployed this to date and what it entails? It appears to be a Portfolios-based PPM solution delivered by their professional services team, with no 'agentic' capability in the sense we've come to know. The…
