带有过滤器的仪表板-最佳实践

Exxcellent
Exxcellent ✭
在公式和函数

你好,

我对Smartsheet非常陌生，需要您的帮助来构建仪表板。创建一个的最佳实践是什么?


网格

我的团队中有多个销售人员，每个人都有自己的网格。

网格看起来是这样的:

ID |日期|舞台|评论

我正在创建表格让他们每天填写——这将使他们的生活更轻松。

在阶段，他们可以从下拉列表中选择多个值，例如:

  1. 触摸1 -客户没有接电话
  2. 触摸2 -客户第二次没有接电话
  3. 后天,也许顾客下次还会再来
  4. 会议安排面对面的会议设置
  5. 评价-会见客户(或与客户约谈)，评估解决方案
  6. 下降- - - - - -不感兴趣/解决方案不合适
  7. 出售


指示板

现在，我想创建一个整体的图片，供管理人员快速浏览。仪表板将看起来像这样的附件。

Dashboard.png


我喜欢展示总电话数，某一天的总会议数，以及某一位销售人员。棘手的部分是总调用应该只包含(触摸1，触摸2，培育，会议设置)，而会议总数将包括(评估、放弃、出售)。此外，筛选后的销售人员的详细报告也应该显示在小部件中


这个仪表板还应该允许我快速过滤(如您所看到的红色)销售人员和日期。


最好的方法是什么?提前感谢!

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答案

帮助文章参考资料欧宝体育app官方888

在智能表中创建和编辑公式

交叉表引用的公式组合

智能表功能列表

类别

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DATE(2020, 1, 1), [IRRF RECEIVED]@row = 0), [IMMUNISATION INCIDENT REPORT FORM SENT]@row + 10, IF(AND([IMMUNISATION INCIDENT REPORT FORM SENT]@row > DATE(2020, 1, 1), [IRRF…","categoryID":322,"dateInserted":"2022-12-05T10:10:21+00:00","dateUpdated":null,"dateLastComment":"2022-12-06T05:51:33+00:00","insertUserID":141269,"insertUser":{"userID":141269,"name":"Fialko66","url":"https:\/\/community.smartsheet.com\/profile\/Fialko66","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-06T05:52:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":141269,"lastUser":{"userID":141269,"name":"Fialko66","url":"https:\/\/community.smartsheet.com\/profile\/Fialko66","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-06T05:52:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":37,"score":null,"hot":3340543314,"url":"https:\/\/community.smartsheet.com\/discussion\/98394\/worday-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98394\/worday-formula","format":"Rich","lastPost":{"discussionID":98394,"commentID":353244,"name":"Re: WORDAY FORMULA","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353244#Comment_353244","dateInserted":"2022-12-06T05:51:33+00:00","insertUserID":141269,"insertUser":{"userID":141269,"name":"Fialko66","url":"https:\/\/community.smartsheet.com\/profile\/Fialko66","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-06T05:52:15+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":"2022-12-06T05:54:52+00:00","dateAnswered":"2022-12-05T19:01:39+00:00","acceptedAnswers":[{"commentID":353185,"body":"

You would drop it in in place of <\/p>

[Date Column]@row + 10<\/p>


<\/p>

Everything else should stay the same.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-06 05:54:52","updateUser":{"userID":141269,"name":"Fialko66","url":"https:\/\/community.smartsheet.com\/profile\/Fialko66","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-06T05:52:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":98409,"type":"question","name":"I have a formula that does not work now because of the new year.","excerpt":"This formula has been working just fine until the month of December and now returns #invalid Data Type\" I assume it is because it is looking for dates within this calendar year and not next calendar year? Does anyone have any suggestions on how I can fix this problem? The formula looks at the Determination Date and then…","categoryID":322,"dateInserted":"2022-12-05T16:45:56+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T19:43:51+00:00","insertUserID":126337,"insertUser":{"userID":126337,"name":"Christopher Flemings","url":"https:\/\/community.smartsheet.com\/profile\/Christopher%20Flemings","photoUrl":"https:\/\/lh3.googleusercontent.com\/-6uhStWCmgRc\/AAAAAAAAAAI\/AAAAAAAAAAA\/ACHi3rcm-Jq0CJqPMi7PAdar4X8wZHjMlw\/mo\/photo.jpg","dateLastActive":"2022-12-05T19:43:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":126337,"lastUser":{"userID":126337,"name":"Christopher Flemings","url":"https:\/\/community.smartsheet.com\/profile\/Christopher%20Flemings","photoUrl":"https:\/\/lh3.googleusercontent.com\/-6uhStWCmgRc\/AAAAAAAAAAI\/AAAAAAAAAAA\/ACHi3rcm-Jq0CJqPMi7PAdar4X8wZHjMlw\/mo\/photo.jpg","dateLastActive":"2022-12-05T19:43:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":27,"score":null,"hot":3340531187,"url":"https:\/\/community.smartsheet.com\/discussion\/98409\/i-have-a-formula-that-does-not-work-now-because-of-the-new-year","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98409\/i-have-a-formula-that-does-not-work-now-because-of-the-new-year","format":"Rich","lastPost":{"discussionID":98409,"commentID":353207,"name":"Re: I have a formula that does not work now because of the new year.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353207#Comment_353207","dateInserted":"2022-12-05T19:43:51+00:00","insertUserID":126337,"insertUser":{"userID":126337,"name":"Christopher Flemings","url":"https:\/\/community.smartsheet.com\/profile\/Christopher%20Flemings","photoUrl":"https:\/\/lh3.googleusercontent.com\/-6uhStWCmgRc\/AAAAAAAAAAI\/AAAAAAAAAAA\/ACHi3rcm-Jq0CJqPMi7PAdar4X8wZHjMlw\/mo\/photo.jpg","dateLastActive":"2022-12-05T19:43:02+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":"2022-12-05T19:15:44+00:00","dateAnswered":"2022-12-05T19:11:41+00:00","acceptedAnswers":[{"commentID":353196,"body":"

@Christopher Flemings<\/a> <\/p>

=IF([CONDITIONAL LICENCE]@row, DATE(if(MONTH([Determination Date]@row)=12,YEAR([Determination Date]@row)+1,YEAR([Determination Date]@row)), MONTH([Determination Date]@row) + 1, DAY([Determination Date]@row)), \"//www.santa-greenland.com/community/discussion/67576/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 19:15:44","updateUser":{"userID":126337,"name":"Christopher Flemings","url":"https:\/\/community.smartsheet.com\/profile\/Christopher%20Flemings","photoUrl":"https:\/\/lh3.googleusercontent.com\/-6uhStWCmgRc\/AAAAAAAAAAI\/AAAAAAAAAAA\/ACHi3rcm-Jq0CJqPMi7PAdar4X8wZHjMlw\/mo\/photo.jpg","dateLastActive":"2022-12-05T19:43:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}}},"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":98391,"type":"question","name":"Help w\/multiple AND NOT ISBLANK date field formula","excerpt":"Hi team - I have 6 date column fields that are automatically formatted (record a date) when a Status field changes. Let's just call those columns: Date1 Date2 Date3 Date4 Date5 Date6 I created a check box \"helper column\" that I'd like to create a formula that looks across those fields to determine if ALL of them have a…","categoryID":322,"dateInserted":"2022-12-04T15:40:46+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T14:52:40+00:00","insertUserID":118864,"insertUser":{"userID":118864,"name":"jmo","title":"","url":"https:\/\/community.smartsheet.com\/profile\/jmo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!g0lA5zVbOLw!-wfAd_lcHz4!voKaS5U1cZv","dateLastActive":"2022-12-05T14:51:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":118864,"lastUser":{"userID":118864,"name":"jmo","title":"","url":"https:\/\/community.smartsheet.com\/profile\/jmo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!g0lA5zVbOLw!-wfAd_lcHz4!voKaS5U1cZv","dateLastActive":"2022-12-05T14:51:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":30,"score":null,"hot":3340422806,"url":"https:\/\/community.smartsheet.com\/discussion\/98391\/help-w-multiple-and-not-isblank-date-field-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98391\/help-w-multiple-and-not-isblank-date-field-formula","format":"Rich","lastPost":{"discussionID":98391,"commentID":353142,"name":"Re: Help w\/multiple AND NOT ISBLANK date field formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353142#Comment_353142","dateInserted":"2022-12-05T14:52:40+00:00","insertUserID":118864,"insertUser":{"userID":118864,"name":"jmo","title":"","url":"https:\/\/community.smartsheet.com\/profile\/jmo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!g0lA5zVbOLw!-wfAd_lcHz4!voKaS5U1cZv","dateLastActive":"2022-12-05T14:51:27+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":"2022-12-05T14:51:25+00:00","dateAnswered":"2022-12-04T15:45:20+00:00","acceptedAnswers":[{"commentID":353088,"body":"

Hey @jmo<\/a> <\/p>

Are your date fields contiguous (all side by side?). I'm assuming they are. If not, each date field will have to be added to the COUNTIFS individually<\/p>

=IF(COUNTIFS([Date1]@row:[Date6]@row, ISDATE(@cell))=6, 1)<\/p>

Will this work for you?<\/p>

Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 14:51:25","updateUser":{"userID":118864,"name":"jmo","title":"","url":"https:\/\/community.smartsheet.com\/profile\/jmo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!g0lA5zVbOLw!-wfAd_lcHz4!voKaS5U1cZv","dateLastActive":"2022-12-05T14:51:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}}},"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 in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">