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一个选项卡，多个报告?

雅各杜尔曼
雅各杜尔曼 ✭
编辑12/09/19 在2015年发布的文章

Smart Sheet已被证明是一个了不起的工具。在使用它的过程中，我建立了几个报告，这些报告开始占用显示器上太多的空间。其中一些报告非常相似(例如，季度报告每年占用四个标签)，我想将它们合并到一个标签中。如何在一个选项卡上创建多个报告?

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评论

  • Richard Rymill，收缩压
    Richard Rymill，收缩压 ✭✭✭✭✭✭

    我建议您使用每个工作表的单元格链接来创建一个组合视图，在单行中显示该工作表的关键性能指标。从该工作表中，您可以通过双击直接跳转到源工作表。

    或者，您可以使用报表从所有工作表中拉入主要(KPI)行，这样您就有了类似的全局视图，然后，如果您希望集成源工作表，只需双击活动链接。

    我不知道有什么方法可以按照要求将报告堆叠在一个标签上，但是上面应该能得到你想要的?

    希望这对你有所帮助。RichardR

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  • 雅各杜尔曼
    雅各杜尔曼 ✭
    编辑10/23/15

    谢谢你,理查德。我开始做你第一次建议的(每次链接一个单元格)，但这是非常手动的，因为我不能拖动单元格并让公式/链接跟随。

    拉入聚合的kpi可能会起作用……我来试试。我最初的担心是，我可用的公式是有限的(与Excel相比)。我会尝试一下，看看我能想出什么。

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这次讨论已经结束了。

类别

HI @L Darvesh<\/a> <\/p>
  1. Currently there is no sorting inside of a group. Please vote for that functionality in this Enhancement Request:<\/li><\/ol>
    \n \n https:\/\/community.smartsheet.com\/discussion\/104139\/group-management-sorting-contact-list-alphabetically\n <\/a>\n<\/div>\n
    1. To my knowledge this is not available. As a System Admin on Enterprise Plan, I can export the User List and sort\/filter that way but it would be nice to be able to do this inside of Smartsheet. From Plan & Billing\/User Management I can filter but it does not count.<\/li><\/ol>"}]}},"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":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"}]},{"discussionID":106239,"type":"question","name":"Help! Published a Sheet with Edit by Anyone Permissions but Dynamic View is Requiring a Login","excerpt":"I spent the last month building a solution for people to sign up for mentors by creating a sheet that has information about each mentor and lots of formulas color fields where someone has already signed up with only a max number of sign up fields (aka I can't do this in forms that I know of). I created a Dynamic View with…","categoryID":343,"dateInserted":"2023-06-08T20:54:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T14:09:40+00:00","insertUserID":160816,"insertUser":{"userID":160816,"name":"Sara H","url":"https:\/\/community.smartsheet.com\/profile\/Sara%20H","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!26_eP3rAZ3w!3LFcf_LcDHw!n_D8wzNBgmE","dateLastActive":"2023-06-09T14:12:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":160816,"lastUser":{"userID":160816,"name":"Sara H","url":"https:\/\/community.smartsheet.com\/profile\/Sara%20H","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!26_eP3rAZ3w!3LFcf_LcDHw!n_D8wzNBgmE","dateLastActive":"2023-06-09T14:12:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3372578665,"url":"https:\/\/community.smartsheet.com\/discussion\/106239\/help-published-a-sheet-with-edit-by-anyone-permissions-but-dynamic-view-is-requiring-a-login","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106239\/help-published-a-sheet-with-edit-by-anyone-permissions-but-dynamic-view-is-requiring-a-login","format":"Rich","tagIDs":[223,443],"lastPost":{"discussionID":106239,"commentID":379829,"name":"Re: Help! Published a Sheet with Edit by Anyone Permissions but Dynamic View is Requiring a Login","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379829#Comment_379829","dateInserted":"2023-06-09T14:09:40+00:00","insertUserID":160816,"insertUser":{"userID":160816,"name":"Sara H","url":"https:\/\/community.smartsheet.com\/profile\/Sara%20H","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!26_eP3rAZ3w!3LFcf_LcDHw!n_D8wzNBgmE","dateLastActive":"2023-06-09T14:12:11+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T14:07:07+00:00","dateAnswered":"2023-06-08T23:09:15+00:00","acceptedAnswers":[{"commentID":379755,"body":"
      \n \n https:\/\/community.smartsheet.com\/discussion\/106239\/help-published-a-sheet-with-edit-by-anyone-permissions-but-dynamic-view-is-requiring-a-login\n <\/a>\n<\/div>\n

      Hi Sara!<\/p>

      Dynamic View has its own settings for sharing that are separate from those on your underlying published sheet. If you haven't already shared the DV, itself (as well as the source sheet<\/em>), I think that may be the roadblock here. <\/p>

      When you open the settings for your DV, you'll see \"Sharing<\/strong>\" on the far right. I chose the Shared domains option at the bottom to ensure users enterprise-wide could access a particular DV I created, even if they didn't have a Smartsheet account. Adding the appropriate domain(s) (i.e., the part of your email address after the @<\/strong>; like CompanyXYZ<\/em>.com<\/em>) for your user audience should clear up the restrictions requiring sign-in.<\/p>

      If sharing at the domain level is too broad, I would suggest creating a named Group within the Smartsheet Admin Center (\"Group Management<\/em>\"). You can copy a list of email addresses and paste them into the \"Add Members\" field to \"bulk load\" a large group of users. Once your group is created, use the dropdown in the Shared groups option to select the appropriate group.<\/p>

      \n
      \n \n \"DV<\/img><\/a>\n <\/div>\n<\/div>\n

      I hope this helps resolve your problem! Please let me know how it goes!<\/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":[]},"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":223,"urlcode":"Publish","name":"Publish"},{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":106232,"type":"question","name":"Check if project start\/end dates fall within specific time frame.","excerpt":"My team works on projects that typically take 6-12 months. I'd like to create a roll-up sheet that identifies which quarters in which a project was worked on. I'm creating a new row for each project and linking in the start and end dates from each of the projects' sheets. Then I've created a new column for each quarter…","categoryID":322,"dateInserted":"2023-06-08T19:44:47+00:00","dateUpdated":"2023-06-08T22:03:24+00:00","dateLastComment":"2023-06-09T14:05:37+00:00","insertUserID":161563,"insertUser":{"userID":161563,"name":"gunnell","title":"Director, eLearning Initiatives","url":"https:\/\/community.smartsheet.com\/profile\/gunnell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T14:01:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161563,"lastUserID":161563,"lastUser":{"userID":161563,"name":"gunnell","title":"Director, eLearning Initiatives","url":"https:\/\/community.smartsheet.com\/profile\/gunnell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T14:01:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":33,"score":null,"hot":3372574224,"url":"https:\/\/community.smartsheet.com\/discussion\/106232\/check-if-project-start-end-dates-fall-within-specific-time-frame","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106232\/check-if-project-start-end-dates-fall-within-specific-time-frame","format":"Rich","lastPost":{"discussionID":106232,"commentID":379826,"name":"Re: Check if project start\/end dates fall within specific time frame.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379826#Comment_379826","dateInserted":"2023-06-09T14:05:37+00:00","insertUserID":161563,"insertUser":{"userID":161563,"name":"gunnell","title":"Director, eLearning Initiatives","url":"https:\/\/community.smartsheet.com\/profile\/gunnell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T14:01:37+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":"2023-06-09T14:05:51+00:00","dateAnswered":"2023-06-09T14:05:37+00:00","acceptedAnswers":[{"commentID":379826,"body":"

      \n \n https:\/\/community.smartsheet.com\/discussion\/comment\/379822#Comment_379822\n <\/a>\n<\/div>\n

      The problem I was having with something similar to what you have is that it wasn't picking up projects that started before the quarter and ended after the quarter. So if project started in 2022Q4, continued in 2023Q1, and ended during 2023Q2, I would want a \"1\" for all three quarters but it was only giving me one for 2022Q4 and 2023Q2 (skipping 2023Q1).<\/p>

      I actually just got this working late last night (with the help of ChatGPT). Here is what I ended up with. This one checks for 2022Q1.<\/p>

      =IF(OR(AND($Start@row <= DATE(2022, 3, 31), $End@row >= DATE(2022, 1, 1)), AND(DATE(2022, 1, 1) <= $End@row, DATE(2022, 3, 31) >= $Start@row)), 1, 0)<\/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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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