合并日历报表-我可以自动标签吗?

你好!


我是一个项目经理,试图重新设计我的公司如何在内部使用Smartsheet,我希望使用Smartsheet来取代我们目前使用的其他几个工具。我目前的目标是创建一个仪表板,我的团队中的个人可以看到他们一周或一个月的所有任务的日历,多个项目合并到一个日历视图中。到目前为止,我设法做到这一点的方法是创建一个从多个工作表中提取数据的报告,并且启用了Calendar View,我可以在一个地方看到所有任务。见附图。

我的问题是项目之间没有界限。我们在项目之间有类似的过程,因此很容易出现来自多个项目的“交付最终版本”任务。我想为观众能够一目了然地看到每个项目的任务是为,但我不能弄清楚如何。理想情况下,报告将在日历视图中将项目重新标记为“项目A -交付最终版本”和“项目B -交付最终版本”。我无法弄清楚如果不手动进入和编辑每个条目是如何可能的。

一个可能的解决方案是让每个任务名称在其原始条目中包含项目标题,但是在项目A的工作表中包含数百个条目都说“项目A…”是多余的,特别是如果该计划是面向客户的。

是否有一种更好的方法,以一种视觉上描绘的方式将多个工作表的日历组合在一起?我不依附于使用报告,我只是想让我的员工能够看到他们的仪表板内分配给他们的所有任务。

谢谢你的帮助!

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答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Ethan摩西

    我希望你一切安好!

    您可以添加一个所谓的助手列或一个指示项目名称的Sheet Summary字段,然后为每个行任务名称添加第二个助手列。

    然后,将两个帮助程序与父列中的JOIN函数组合在一起,这样它就会在日历视图中显示类似Project name - Task name的内容。


    第二个选择是高级附加组件Smartsheet calendar App。


    这些选项会有用吗?

    我希望这对你有帮助!

    注意安全,祝你度过美好的一周!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

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  • 哇,谢谢你这么快的回复!我很好,谢谢你。很高兴有工作而且身体健康。


    您的意思是,这些助手列将位于报表从中提取数据的原始进度表中,对吗?或者我可以在报告本身中创建这些帮助器列吗?

    我担心的是,如果父列(这是相同的主列,对吗?)包含我的联合文本,写出完整的“项目名称-任务名称”对于使用主列的层次结构功能的面向客户端的计划来说是多余的和过多的文本。

    报表的日历视图是否有办法显示主列之外的另一列?

  • @Ethan费尔菲尔德嘿,伊森,我也有同感。简而言之,Primary列就是Parent列,它将是Calendar视图中显示的值。我的理解是,你可以做到这一点,在日历应用程序中选择不同的列(s)要显示。日历应用程序的问题是,它不允许你“配置”多个源(表格和报告)到一个日历视图,这将是辉煌的。

  • 可惜,这对我们的需求来说是一个很大的缺点。我们将继续寻找解决方案或替代方案。谢谢你的帮助!

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/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":106835,"type":"question","name":"Can I use Form collected Data to Pre-populate another form?","excerpt":"I have created a Credit App for our company... The form works great for collection of data. Once I have the data though, we need to follow up with Credit References, etc. What I would like to do is have a new form that is sent to someone to follow up with each of the references provided by our customers. What I would love…","categoryID":321,"dateInserted":"2023-06-23T15:12:05+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":142957,"lastUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":34,"score":null,"hot":3375084794,"url":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","format":"Rich","lastPost":{"discussionID":106835,"commentID":382087,"name":"Re: Can I use Form collected Data to Pre-populate another form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382087#Comment_382087","dateInserted":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+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":"2023-06-23T19:18:53+00:00","dateAnswered":"2023-06-23T19:12:52+00:00","acceptedAnswers":[{"commentID":382086,"body":"

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":36,"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>

https:\/\/help.smartsheet.com\/articles\/2482082-configure-grouping-to-organize-results-in-report-builder<\/a><\/p>"},{"commentID":382036,"body":"

That is only for grouping. If you are not grouping, there should be a small link if you scroll all the way to the bottom of the report to go to the next page.<\/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":265,"urlcode":"Reports","name":"Reports"}]}],"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":5404,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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