I have a report that isn't pulling a sheet when the workspace is selected, but will pull it when only the sheet or the sheet's folder is selected.

When I select the workspace I can navigate through and see that the sheet is checked off but it won't include the information. Then, if I deselect everything else and just select the sheet or the sheet's folder it will include the information. Without changing any filters or column selections.

The report is less than 200 rows. Only 5 columns and less that 600 sheets in the workspace I'm pulling from.

I think this is a bug but I'm really hoping I'm just missing something simple. Any insight would be helpful

I am looking for advice on the best way to architect a cross-team project tracking system.

My current setup:

• I have multiple teams, each maintaining their own individual project sheet.
• Each sheet contains a list of projects specific to that team.

The Goal:

1. Cross-team Dependencies: I want to add a dropdown column to each team's sheet that allows users to select a "Primary Project" from a different team's sheet if thier project is a dependency/support task for that primary project.
2. Consolidated Reporting: I want to create a single report that aggregates all these "supporting" projects into one master view to show how work is interconnected.

My Questions:

• What is the most efficient way to keep these dropdown lists updated as projects are added/removed across different sheets? (is there a way to automate this, or is manual maintenance required?)
• Are Data Shuttle or Dynamic View the right tools for this, or is there a simpler way to handle these cross-sheet dependencies?
• Are there any "gotchas" regarding report performance or lookup limitations I should be aware of when scaling this across many teams?

Any advice, templates, or architectural suggestions would be greatly appreciated.

Note: I am on an enterprise plan with no additional premium features. So any solution must be manually programmed.

Creating a workaround of utilizing DataMesh to pull in multiple Project Plans into a combined sheet is tedious when I feel Timeline View should support displaying fields.

I was inspired by this Community post to formally request an enhancement.

Users can now choose to view their reports in timeline view. 

Please note:

1. Timeline reports will reflect the source sheet(s), columns, filters, and groupings applied to the rest of the report. To change any of these, simply switch the report back to grid view.
2. If you want to edit the Start Date or End Date used by the timeline report, you can configure these settings in the report’s Gantt view project settings menu (accessed by clicking the gear icon on the toolbar).
3. Unlike in grid and Gantt view reports, the “summarize” and “sort” options will not apply to timeline reports.

To use timeline reports, simply select “timeline” from the view switcher dropdown in the report toolbar. Learn More 

Environments availability: Commercial US, Commercial EU, Smartsheet Gov

Plan availability: Business, Enterprise

Subscription Model Availability: Legacy Collaborator Model, User Subscription Model

Stay informed by subscribing to receive product release updates for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a weekly email with news of what's released every Tuesday. 

Steps of build:

• Created a cloned environment for build and testing.
• Once build was complete, I Created as new to each of the live environments giving each sheet the same name and Templated environment added test data for portfolio roll-up to each sheet.
• Deleted the Test environment
• Created a new environment from the template to force the new sheet to show as an option when creating a portfolio report.
• Created a row report, Report Scope: Portfolio, checked my new sheet.
• The only sheet that shows is the new one created to force the connection.

Can anyone help me identify where I went wrong? I have followed these steps before, with one difference. I did not Create as New from a none portfolio workspace. But I don't know why that would be an issue. Is there a backdoor way to force the connection? I do not have access to a control center.

It would be nice if there was a connect button that would allow you to connect sheets across active Portfolio workspaces.

Thank you in advance for any assistance.

Tamara

Any suggestions?

The workaround is tedious. I had to add a helper column to every single plan that links to the PM (Assignee) field from the Project Summary Sheet. Then I had to create a report that sorts by that new column and uses the "current user" filter. That then feeds the Dashboard. With a system this mature, the process should be more intuitive.

When building a chart widget from a Report, Smartsheet currently only supports a basic bar chart. If I try to create a stacked bar chart from a Report (to split the bar by a second field like Status, CoC, Portfolio, etc.), it does not work as expected.

This limits dashboard reporting because Reports are the cleanest way to roll up data across many sheets, but the visualization options are reduced compared to charts built from a single sheet.

It would be very helpful to support stacked bar charts directly from Reports, including:

• Stack by a second field (dropdown, symbol, contact, etc.)
• Preserve grouping and filters defined in the Report
• Support 100+ source sheets without requiring a consolidated “master sheet” workaround