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汇总报告-托管系统

杰里米·迈尔斯
杰里米·迈尔斯 ✭✭✭✭✭
编辑12/09/19 2016年发布的文章

我创建了一组模板,本质上是扩展待办事项列表,用于跟踪房地产托管。每个新的托管都有一个新表插入到<活动托管>工作组中。用户负责将新工作表添加到主报表中。除此之外,我不能要求用户创建链接或其他“复杂”的Smartsheet操作。

每张表格都有一个预计的托管截止日期。问:如何在不需要用户创建手动链接或类似操作的情况下,自动将活跃的托管关闭日期汇总到报告中?

我无法证明添加列来跟踪单个数据(如<托管关闭日期>、<交易价值$>等)是合理的。这在关系数据库中是一件简单的事情,但在Smartsheet的行/列模型中,报告单个单元格是一个持续的挑战。

它可以通过在模板中有一个指向报告的超链接来完成吗?这里的通解是什么?

评论

  • 嗨,Jeremy——你所说的“活跃”截止日期,是指在特定时间段内的日期,还是指由工作表中的另一个值确定为“活跃”的日期?如何在表格中输入或引用托管截止日期?听起来它不存在作为一个单元格中的日期,所以我想澄清一下工作表的设置是什么样的!如果你愿意,你可以和我分享一份样品或复印件(电子邮件保护)我很乐意通过电子邮件提供指导:)

这次讨论已经结束了。
@Christina S.<\/a> <\/p>

Switch your formula to:<\/p>

=[Spanish Qty Baseline]# - (COUNTIFS({Brochure Requests Sheet Request Completed}, 1, {Brochure Requests Sheet Request Denied}, ISBLANK(@cell), {Brochure Requests Sheet Brochures Confirmation}, CONTAINS(\"Spanish Brochures\", @cell), {Brochure Requests Sheet Submission Date}, >DATE(2023, 6, 8)) * 100)<\/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":204,"urlcode":"Forms","name":"Forms"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106270,"type":"question","name":"Completely stumped on this formula","excerpt":"Hello, I'm trying to be able to identify when an upsell comes through for a specific function. But so far everything I've tried hasn't worked. The sheet I want the information to show up on isn't the sheet that has the data so I have to reference a separate sheet. But basically what I'm trying to do is: =IF(AND({Customer…","categoryID":322,"dateInserted":"2023-06-09T14:28:33+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T19:58:02+00:00","insertUserID":151459,"insertUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":151459,"lastUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":28,"score":null,"hot":3372663995,"url":"https:\/\/community.smartsheet.com\/discussion\/106270\/completely-stumped-on-this-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106270\/completely-stumped-on-this-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106270,"commentID":379927,"name":"Re: Completely stumped on this formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379927#Comment_379927","dateInserted":"2023-06-09T19:58:02+00:00","insertUserID":151459,"insertUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+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":"2023-06-09T19:58:20+00:00","dateAnswered":"2023-06-09T19:39:44+00:00","acceptedAnswers":[{"commentID":379924,"body":"

@Paige_Hamby<\/a> <\/p>

I will admit, I was \"Completely Stumped\" for a moment as well... but I believe this should work.<\/p>

=IF(COUNTIFS({Customer Name}, Customer@row, {Document Type}, \"Upsell\", {Item Purchase}, HAS(@cell, \"SummitIT Upsell\")) > 0, \"Upsell\", \"//www.santa-greenland.com/community/discussion/5826/\")<\/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":106262,"type":"question","name":"If Function - Nested - Negative Percentage - Symbols","excerpt":"I have a formula that is driving me insane. I am trying to get symbols to change color based on the % to Plan column (see screenshot). If the % is positive, I want the On Track Column to show Green. If it is negative BUT greater than -25%, I would like to show Yellow and all others to show Red. The problem is I am getting…","categoryID":322,"dateInserted":"2023-06-09T13:24:56+00:00","dateUpdated":"2023-06-09T13:26:23+00:00","dateLastComment":"2023-06-09T17:38:55+00:00","insertUserID":133646,"insertUser":{"userID":133646,"name":"Erica Maynard","url":"https:\/\/community.smartsheet.com\/profile\/Erica%20Maynard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xRlVcbcPL7o!zQ9WM1MTznw!fPD-lu3hQ7z","dateLastActive":"2023-06-09T17:39:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-09T21:23:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":36,"score":null,"hot":3372654831,"url":"https:\/\/community.smartsheet.com\/discussion\/106262\/if-function-nested-negative-percentage-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106262\/if-function-nested-negative-percentage-symbols","format":"Rich","lastPost":{"discussionID":106262,"commentID":379895,"name":"Re: If Function - Nested - Negative Percentage - Symbols","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379895#Comment_379895","dateInserted":"2023-06-09T17:38:55+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-09T21:23:26+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/UP55UNVW485J\/smartsheet-error.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Smartsheet - Error.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T17:40:06+00:00","dateAnswered":"2023-06-09T17:30:55+00:00","acceptedAnswers":[{"commentID":379893,"body":"

This situation would be appropriate for a column formula. I would try pasting Ray's formula from above into the first cell of the column and then converting to a column formula.<\/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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