即将到来的生日报告

oberning
oberning ✭
编辑12/09/19 在内容基本知识

我想包含一个显示即将到来的生日的Report Widget，但是似乎不可能只根据月份和日期提取数据(每当我使用日期列时，它都会自动添加年份——在本例中是2018年)。我是否有办法提取即将到来的生日数据，而不依赖于他们出生的年份?

谢谢你！

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  • 克里斯·麦凯
    克里斯·麦凯 ✭✭✭✭✭✭

    你好,

    如果不在包含生日列表(带年份)的数据表中添加一些额外的列，就无法做到这一点。

    1. 增加两栏(一天&月)，使用默认的文本/数字格式
    2. 现在加入生日列，并将其设置为日期格式
    3. 在一天列中，输入如下公式:

      =价值(天(DOB1))

      其中DOB是您存储该人的DOB的列
    4. 在月列中，输入如下公式:

      (DOB1) =价值(月)

      同样，DOB是存储每个人的DOB的列
    5. 在生日列中，输入如下公式:

      =日期(年(今天())，月1，日1)

    这将用人的出生日期和月份以及当前年份填充生日。这就是您将如何触发报告，使其仅显示生日日期X天内的行。

    你可以聪明一点，添加更多的列来将Month值转换为文本字符串，例如IF(Month1 = 1， "January"， IF(Month2 = 2, February等......

    亲切的问候,

    克里斯·麦凯

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  • oberning
    oberning ✭

    非常感谢!

    奥利弗

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类别

You would need to use a Move Row or Copy Row automation.<\/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":[{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":106742,"type":"question","name":"Conditional Formatting","excerpt":"Hi, I need to apply conditional formatting based on another row in the sheet. Higher it should be highlighted in red, equal to or below highlighted in green. It would be easy to just use the target figures in the conditional formatting rules but I need to be able to change it frequently without changing all the formatting…","categoryID":321,"dateInserted":"2023-06-21T22:41:30+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":160222,"lastUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":31,"score":null,"hot":3374836617,"url":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":106742,"commentID":381752,"name":"Re: Conditional Formatting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381752#Comment_381752","dateInserted":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/ARIIND3W8G3C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T15:15:35+00:00","dateAnswered":"2023-06-22T03:52:17+00:00","acceptedAnswers":[{"commentID":381675,"body":"

@isabonita<\/a> is on the right track. This is kind of an involved answer, but once you figure out the logic, it isn't that bad.<\/p>

You cannot reference specific cells in the conditional format in a manner that would make this easy. You cannot, for instance, say IF this specific cell is greater than that cell, apply this format. You can do it for the same row, but not always referencing the same cell. We get around this by inserting a \"helper\" column for each condition we want to check. The checkbox format works great. In the conditional format rule, you can simply say IF THIS cell is checked, apply the format to THAT cell. <\/p>

To set the checkbox to checked\/unchecked, we use this column formula: =IF(PDP@row > PDP#, 1, 0)<\/p>

But what is PDP#? This is another issue we have to work around. You cannot reference the first cell of a column in a column formula, you can only reference cells in the same row. To work around this, we add fields into the sheet summary. [PDP]# references the PDP field in the sheet summary. In order to make updating these values easier, we set the value of this field equal to the first cell in the PDP column using =PDP1<\/p>

After creating all of the helper columns, setting up the column formulas for each to determine which ones are checked, creating all of the necessary fields in the sheet summary, and setting those equal to the first cells in each of the respective columns within the sheet, we can set up the conditional formatting.<\/p>

Check out the image below to get an idea of how to setup the formats. Unfortunately, we have one more workaround to setup at this stage. Since the formatting will apply to every row in the sheet, it will apply to the first row as well and all of those cells will be green. To get around this, add the first format pictured below as the first one in your list. For the background color, you must select \"white\" in order to avoid the highlight. If you set it to \"no background\", you will get an error because Smartsheet does not see \"no background\" as a format.<\/p>

After everything is setup and running, you should be able to update the cells in your target row and things will work themselves out automatically.<\/p>


<\/p>


<\/p>

\n
\n \n \"Condition.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

I hope this helps, and I really hope it makes sense.<\/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":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":106711,"type":"question","name":"Is there a glitch in the alert automation when trying to add the double curly brackets?","excerpt":"When creating an alert based on a row being added or changed, I can set the alert to go out hourly, daily, weekly. However, when I add the fields with the double curly brackets, it will not allow me to use the hourly, daily, weekly feature. Is this a glitch in Smartsheet? Has anyone else noticed this?","categoryID":321,"dateInserted":"2023-06-21T17:08:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T16:21:48+00:00","insertUserID":158955,"insertUser":{"userID":158955,"name":"Andrea_Thompson","url":"https:\/\/community.smartsheet.com\/profile\/Andrea_Thompson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!AmEthyIFMno!3R8u_8p4Dvo!yYe8n_1IW84","dateLastActive":"2023-06-22T16:22:37+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":"2023-06-22T19:34:53+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":48,"score":null,"hot":3374821224,"url":"https:\/\/community.smartsheet.com\/discussion\/106711\/is-there-a-glitch-in-the-alert-automation-when-trying-to-add-the-double-curly-brackets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106711\/is-there-a-glitch-in-the-alert-automation-when-trying-to-add-the-double-curly-brackets","format":"Rich","lastPost":{"discussionID":106711,"commentID":381771,"name":"Re: Is there a glitch in the alert automation when trying to add the double curly brackets?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381771#Comment_381771","dateInserted":"2023-06-22T16:21:48+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":"2023-06-22T19:34:53+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":"2023-06-22T17:28:51+00:00","dateAnswered":"2023-06-21T19:34:19+00:00","acceptedAnswers":[{"commentID":381597,"body":"

Sorry. I misspoke. You are correct that it is not a time based trigger, but it is a time based sending of the alert. If you have 10 rows that changed within that 1 hour period, then it will send all 10 of those rows within the same alert. Since it is pulling 10 rows, it does not know which row to pull the {{Placeholder}} from.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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":5398,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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