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Report Builder: Adding Columns

intern_user
edited 12/09/19 inArchived 2017 Posts

Hello,

I am building a Project Repository in Smartsheet. I am creating instructions for how to build a specific project report from the repository and looking at the report builder.

Is there a function to be able to "select all" of the "columns" to be included in the report?

In addition, is there a way to set them up in an order that is not alphabetical, without having to sit there and drag all of them?

Thanks,

Intern

Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    All columns needed to be selected individually, either in the Report Builder or once the Report has run.

    If you don't want to sort them alphabetically, you need to build the sort order into the sheets and then sort on that.

    Is the Report looking at one sheet or many?

    Craig

  • Thanks for your reply Craig!

    The report is just pulled from one sheet in order to capture a snapshot of specific data.

    How do you build the sort order?

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Just create a special column in the sheet, name it something like [Sort Order].

    Put numbers in the column to get the sort the way you want it to be.

    You can use a formula to get the row number from the one above.

    If row 1 was set to 23, for example, then

    =[Sort Order]1 + 1

    would be 24.

    If you put that equation into row 2's cell, then copy it down to the rest of the column, you'd have all numbers starting at 23.

    You likely want some of those to be specific numbers to get the order you want, but you get the idea, I hope.

    Craig

This discussion has been closed.
I would suggest a helper column (can be hidden after setting up) that determines the weighted % on each parent row.<\/p>

=IF([Weight (% of Completion]@row <> \"//www.santa-greenland.com/community/discussion/11776/\", [Weight (% of Completion]@row * [% Complete]@row)<\/p>


<\/p>

Then to add each piece together, you would use<\/p>

=SUM(CHILDREN([Helper Column]@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106318,"type":"question","name":"Look up multiple column values from Sheet B to match values in Sheet A to return value from Sheet B","excerpt":"Hello, I'm trying to make a formula that counts values from Sheet A against multiple columns in Sheet B, if only 1 total match is found, then lookup values from Sheet A against Sheet B and based on the result, pull in the value from a Status column. If either too many same results or no results are found return a text…","categoryID":322,"dateInserted":"2023-06-12T14:48:55+00:00","dateUpdated":null,"dateLastComment":"2023-06-13T11:45:16+00:00","insertUserID":158192,"insertUser":{"userID":158192,"name":"Clare123","url":"https:\/\/community.smartsheet.com\/profile\/Clare123","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-13T12:26:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"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":"2023-06-13T16:08:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":55,"score":null,"hot":3373242851,"url":"https:\/\/community.smartsheet.com\/discussion\/106318\/look-up-multiple-column-values-from-sheet-b-to-match-values-in-sheet-a-to-return-value-from-sheet-b","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106318\/look-up-multiple-column-values-from-sheet-b-to-match-values-in-sheet-a-to-return-value-from-sheet-b","format":"Rich","lastPost":{"discussionID":106318,"commentID":380268,"name":"Re: Look up multiple column values from Sheet B to match values in Sheet A to return value from Sheet B","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380268#Comment_380268","dateInserted":"2023-06-13T11:45:16+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":"2023-06-13T16:08:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-13T10:56:36+00:00","dateAnswered":"2023-06-13T09:33:21+00:00","acceptedAnswers":[{"commentID":380250,"body":"

Hi @Clare123<\/a> <\/p>

I hope you're well and safe!<\/p>

Yes, absolutely.<\/p>

Here's the structure.<\/p>

=INDEX({ColumnWithTheValueYouWantToShow}, MATCH(CellThatHaveTheValueToMatch@row,{ColumnWithTheValueToMatchAgainsTheCell}, 0))<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/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":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"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":106314,"type":"question","name":"Flexible Duration value when calculating scheduling dates","excerpt":"I have a Smartsheet which is a project plan with the Dependencies and Duration columns is being used in scheduling calculations to automatically deriving the start\/end dates for each task. However, I need the Duration to be dynamic e.g. linking cell to a cell in another sheet or to contain a formulae.. However, I cannot…","categoryID":322,"dateInserted":"2023-06-12T12:39:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-13T11:22:45+00:00","insertUserID":162290,"insertUser":{"userID":162290,"name":"Mark Duddy","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Mark%20Duddy","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-13T11:41:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-13T16:02:16+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":56,"score":null,"hot":3373230151,"url":"https:\/\/community.smartsheet.com\/discussion\/106314\/flexible-duration-value-when-calculating-scheduling-dates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106314\/flexible-duration-value-when-calculating-scheduling-dates","format":"Rich","lastPost":{"discussionID":106314,"commentID":380264,"name":"Re: Flexible Duration value when calculating scheduling dates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380264#Comment_380264","dateInserted":"2023-06-13T11:22:45+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-13T16:02:16+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-13T11:24:19+00:00","dateAnswered":"2023-06-13T11:22:45+00:00","acceptedAnswers":[{"commentID":380264,"body":"

Hi @Mark Duddy<\/a> <\/p>

If you're using dependencies in a Project Sheet, then the Duration column is not able to be updated via formulas <\/a>or cell links. This is because it's used in combination with the Start and Finish dates in your sheet to automatically generate data (e.g. if you add the Start date and a Duration, the Finish date populates. If you add the Start date and Finish date, the Duration automatically populates).<\/p>

You could set up your sheet to use regular columns and use your own formulas to generate automatic dates based on a text\/number \"duration\" column, but then these details would not be associated with Critical paths or other Project features in a Gantt chart.<\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"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&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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