12个月滚动报告

阿什利McAdoo
阿什利McAdoo ✭
在内容基本知识

我很确定这个问题的答案是“不”，但是当月份仅作为列标题列出时，是否有办法制作12个月的滚动报告呢?我有多个kpi(列在Primary列中)，在各个列中有每月分数(每月1个)，但月份的实际名称只列在列标题中。我想设置报告，这样它就不需要每月的手工工作，只显示过去12个月。忽略Frequency列，它与我想要创建的报告没有任何关系。

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谢谢,

阿什利

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Hi @Tina Rustvold<\/a>,<\/p>

Modifying your dropdown list options will not affect the existing data. Those values will stay whether they're currently listed as options or not.<\/p>

All the best,<\/p>

-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-05 21:46:00","updateUser":{"userID":127274,"name":"Tina Rustvold","url":"https:\/\/community.smartsheet.com\/profile\/Tina%20Rustvold","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ACVE2Z5LYR5E\/nLN8I71WWU872.jpg","dateLastActive":"2023-01-05T21:45:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"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":99320,"type":"question","name":"Document Builder Issue","excerpt":"Hello, How can I map the dropdown selections into the template builder? It doesn't show me that as an option. e.g., PHI has Yes and No in SS form but it doesn't show that in the doc builder, so I won't be able to map that into the PDF template. Any idea on how to overcome that?","categoryID":321,"dateInserted":"2023-01-05T19:46:00+00:00","dateUpdated":null,"dateLastComment":"2023-01-05T20:18:03+00:00","insertUserID":152547,"insertUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-01-05T20:20:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":137019,"lastUser":{"userID":137019,"name":"Samuel Mueller","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nyFtX9IZg_s!bg9u23J8Vns!cvOmTksk69r","dateLastActive":"2023-01-05T21:58:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":18,"score":null,"hot":3345899643,"url":"https:\/\/community.smartsheet.com\/discussion\/99320\/document-builder-issue","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/99320\/document-builder-issue","format":"Rich","tagIDs":[204,370],"lastPost":{"discussionID":99320,"commentID":356078,"name":"Re: Document Builder Issue","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/356078#Comment_356078","dateInserted":"2023-01-05T20:18:03+00:00","insertUserID":137019,"insertUser":{"userID":137019,"name":"Samuel Mueller","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nyFtX9IZg_s!bg9u23J8Vns!cvOmTksk69r","dateLastActive":"2023-01-05T21:58:49+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\/00DZZ2MYBSFU\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-05T20:22:03+00:00","dateAnswered":"2023-01-05T20:18:03+00:00","acceptedAnswers":[{"commentID":356078,"body":"

@maltaee<\/a> Yes, you can only map one column to one field, you can not map options within a column. Since your question is split out to two fields you need two columns. <\/p>

You could change your form to combine the yes \/ no into one field instead and remove the text yes and no, and then if someone selects yes it will show yes, or someone selects no it would show no. But the way you currently have your form you would need two columns.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-05 20:22:03","updateUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-01-05T20:20:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"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":204,"urlcode":"Forms","name":"Forms"},{"tagID":370,"urlcode":"document-builder","name":"Document Builder"}]},{"discussionID":99206,"type":"question","name":"PMO Project Intake Sheet","excerpt":"All, I was being dumb and I deleted the first row of the PMO Project Intake sheet that has the titles to the columns...Project ID, Project Name....now my Project Metadata has #ref all over the place. I can't copy and re-past the fields back in, because the Project ID field is a protected field. Is there an easy fix for me…","categoryID":321,"dateInserted":"2023-01-03T15:07:18+00:00","dateUpdated":null,"dateLastComment":"2023-01-03T18:47:37+00:00","insertUserID":156412,"insertUser":{"userID":156412,"name":"chooley","url":"https:\/\/community.smartsheet.com\/profile\/chooley","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!259vf8ZI4vI!unDmp3-Skvo!RO65iWGdrJu","dateLastActive":"2023-01-04T16:29:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2023-01-05T10:57:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":55,"score":null,"hot":3345532495,"url":"https:\/\/community.smartsheet.com\/discussion\/99206\/pmo-project-intake-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/99206\/pmo-project-intake-sheet","format":"Rich","lastPost":{"discussionID":99206,"commentID":355735,"name":"Re: PMO Project Intake Sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/355735#Comment_355735","dateInserted":"2023-01-03T18:47:37+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2023-01-05T10:57:01+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":"2023-01-03T18:32:37+00:00","dateAnswered":"2023-01-03T16:53:58+00:00","acceptedAnswers":[{"commentID":355716,"body":"

@chooley<\/a> If you are getting #REF I believe you will unfortunately have to redo everything. I don't quite understand how your intake sheet is set up but definitely lock that row too when you are done. <\/p>

If by \"Project ID is a protected field\" you mean that column is an autonumber system column... you could change the column type to text, put in the project numbers you want for whatever row, and then change it back to an auto number. It will keep the number you entered and continue where it left off (you might have to tell it which number to start at when you switch it back). However this won't fix your #REF problem.<\/p>"},{"commentID":355717,"body":"

Hi @chooley<\/a> <\/p>

I hope you're well and safe!<\/p>

If you turn off the Autonumbering and then add a new row at the top with the information manually or use the Request Snapshot feature to paste the information back on that new row, it should work (I think).<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Have a fantastic week & Happy New Year!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-03 18:32:37","updateUser":{"userID":156412,"name":"chooley","url":"https:\/\/community.smartsheet.com\/profile\/chooley","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!259vf8ZI4vI!unDmp3-Skvo!RO65iWGdrJu","dateLastActive":"2023-01-04T16:29:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">