Three levels of detail on single calendar view
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We have data that is organized into a Target->Category->Item hierarchy, for example:
Target: Big Event in Las Vegas
Category: Digital Blogs
Item: Blog about XYZ
There is a "Target Date" for the top level Target, and an item "Due Date" for individual items.
I am trying to fashion the data in a calendar view so that execs will only see the Targets, managers the targets and categories (latest due date for an item within the category is the category date) and individual contributors can see all their items.
I have a single data source sheet that essentially is at the detail level, the data in the columns for Category and Target are replicated for however many items are common to them. I get this data as an extract from a project management tool and then import it into SmartSheet.
I have figured out a way to filter just those rows that are relevant to each manager level by incorporating new columns that contain an 'X' in the rows that should be visible for each user type.
I can't figure out a way to create these three views this using one source sheet of actual data. Each type of view (a sheet view or report) MUST show the primary column. Therefore it seems to me I would have to have 3 sheets of essentially the same data, with different primary columns that show the data relevant to their viewers in order for the calendar views to work appropriately.
Is my only other choice to fabricate rows at the Target and Category levels and just have the data I want to show in the Target and Category views in the primary column? I think this will become a maintenance nightmare.
Help appreciated!
Tad
Comments
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L_123 ✭✭✭✭✭✭I'm not sure if I am understanding the problem correctly, but I often simply hide the primary column and don't use it if I don't need to. You can't delete it, but that doesn't mean you have to show it. Right click at the top of the column and select hide.
I don't know what your data is, so again, i'm not sure if this would work, but you might look into making a gantt view, filtering it with a report, and posting that to a sight. That way you don't have to deal with all of the sheet level filters, and you have a much better looking and easier to understand interface that you can somewhat customize by adding your logo, and other information. It would also be easy to edit through the report builder.
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L_123 ✭✭✭✭✭✭
介绍to creation of Gantt Charts
//www.santa-greenland.com/videos/project-management-gantt-template-tutorial
介绍to creation of Reports
//www.santa-greenland.com/videos/reporting-in-smartsheet
介绍to Creation of Sights
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It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":106840,"type":"question","name":"Report not showing all rows that match the filter parameters","excerpt":"Hello! I have a sheet that has 3424 rows with a specific Due Date. When I look at that filter option in the report, I see that it sees 3424 for that field. However, when I add that parameter, only 2500 rows display. I can't find a row limit to reports that would cause this. Is there a row limit to reports that I'm unaware…","categoryID":321,"dateInserted":"2023-06-23T16:50:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T17:36:10+00:00","insertUserID":74136,"insertUser":{"userID":74136,"name":"asimcock","url":"https:\/\/community.smartsheet.com\/profile\/asimcock","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:45:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":40,"score":null,"hot":3375083206,"url":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":106840,"commentID":382043,"name":"Re: Report not showing all rows that match the filter parameters","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382043#Comment_382043","dateInserted":"2023-06-23T17:36:10+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:12+00:00","dateAnswered":"2023-06-23T17:02:03+00:00","acceptedAnswers":[{"commentID":382031,"body":"
See this article. There is a 2500 row limit for reports.<\/p>
