Yearly view for calendar app?

Macorne
Macorne ✭✭✭✭
edited 03/08/23 inAdd Ons and Integrations

Has anyone configured a "view of tasks by category by year" for the calendar app, which has Year in the column headers? We are planning on using this for exec reporting but currently don't have that functionality. I would really prefer to stay away from doing this manually in power point since we have the data and pay for the app

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Macorne

    I would suggest using the季度view in the Calendar App grouped by Category in order to display a yearly view, split into quarters. This will have the year in the column headers, although split with the quarters as well.

    If this view isn't zoomed out enough and you specifically only need a Year view, please submit your feature request to the Product team by creating anIdea Postin theSmartsheet Product Feedback and Ideas topichere in the Community. This will allow other users to vote on your enhancement idea!

    Cheers,

    Genevieve

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  • Macorne
    Macorne ✭✭✭✭

    Thanks, I do specifically need a year per column. For now - I wrote a formula that changes the dates so the years 2023, 2024, 2025, 2026 show up as Q1 2021, Q2 2021, Q3 2021, Q4 2021. I will be manipulating the screenshot by placing a text box over the top of it in a presentation. Seems like a big miss here by Smartsheet not to have this functionality. I will submit another request.

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Hi @Matthew Drake<\/a> <\/p>

There currently isn't a way to overlay an Outlook Calendar on top of a Smartsheet Calendar; you can do the reverse, publish dates from Smartsheet into Outlook.<\/a><\/p>

Please provide your feedback to the Product team through this form, here.<\/a><\/p>

Thanks,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":91824,"type":"question","name":"Dynamic View - Dropdown Lists","excerpt":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add in our own values if they don't exist in the dropdown. This has been extremely frustrating especially when trying to capture new values and…","snippet":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add…","categoryID":343,"dateInserted":"2022-06-06T17:24:20+00:00","dateUpdated":"2022-06-14T14:39:36+00:00","dateLastComment":"2023-08-25T19:03:11+00:00","insertUserID":113932,"insertUser":{"userID":113932,"name":"Emmy Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Emmy%20Anderson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jplUI_CI3bw!8o9VN1d3-no!6TkM7ozjpN6","dateLastActive":"2023-05-04T14:55:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":156788,"lastUser":{"userID":156788,"name":"Chris Broughton","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Broughton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p0HeqRqVoXw!8_nRN9ijwLw!lUie_n6pld_","dateLastActive":"2023-08-25T18:59:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":566,"score":null,"hot":3347530651,"url":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","format":"Rich","tagIDs":[319],"lastPost":{"discussionID":91824,"commentID":392652,"name":"Re: Dynamic View - Dropdown Lists","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392652#Comment_392652","dateInserted":"2023-08-25T19:03:11+00:00","insertUserID":156788,"insertUser":{"userID":156788,"name":"Chris Broughton","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Broughton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p0HeqRqVoXw!8_nRN9ijwLw!lUie_n6pld_","dateLastActive":"2023-08-25T18:59:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-06-08T12:36:40+00:00","dateAnswered":"2022-06-06T18:38:56+00:00","acceptedAnswers":[{"commentID":332119,"body":"

Hi @Emmy Anderson<\/a> <\/p>

You are not missing anything. This is how DV works with dropdowns unfortunately. My work around in the past is to create an other option in the drop down, user chooses save. Then have logic built for a text field that appears so the user can input the values not present in dropdown. <\/p>

Hope this helps<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":66594,"type":"question","name":"Is there a way to use OR in a Dynamic View filter condition?","excerpt":"In a View, I can create a custom filter that selects where the Project Lead is \"Mike\" but I want to also say \"OR Debbie.\" Is that possible? It looks like I can only choose AND.","snippet":"In a View, I can create a custom filter that selects where the Project Lead is \"Mike\" but I want to also say \"OR Debbie.\" Is that possible? It looks like I can only choose AND.","categoryID":343,"dateInserted":"2020-03-09T22:27:57+00:00","dateUpdated":"2022-06-14T14:36:49+00:00","dateLastComment":"2023-08-23T08:56:50+00:00","insertUserID":34501,"insertUser":{"userID":34501,"name":"MikeChambers","url":"https:\/\/community.smartsheet.com\/profile\/MikeChambers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/CT5AV825MQ3E\/nG12D47VYRO8A.jpg","dateLastActive":"2023-03-05T01:19:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":438,"score":null,"hot":3276579287,"url":"https:\/\/community.smartsheet.com\/discussion\/66594\/is-there-a-way-to-use-or-in-a-dynamic-view-filter-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/66594\/is-there-a-way-to-use-or-in-a-dynamic-view-filter-condition","format":"rich","lastPost":{"discussionID":66594,"commentID":392055,"name":"Re: Is there a way to use OR in a Dynamic View filter condition?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392055#Comment_392055","dateInserted":"2023-08-23T08:56:50+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/814\/KBHVAAPJ5RYA.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"OR.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2020-03-12T17:06:46+00:00","dateAnswered":"2020-03-12T13:01:18+00:00","acceptedAnswers":[{"commentID":242817,"body":"

You are more than welcome!<\/p>

Glad to hear that it worked for your present use-case. <\/p>

✅Remember! <\/strong>Did my post help or answer your question or solve your problem? Please help the Community by <\/em>marking it as the accepted answer\/helpful<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":643,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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