创建项目摘要页面

timshaw
timshaw ✭
在内容基本知识

我们将所有项目列在一张主表中，然后将所有发票信息列在另一张表中，将所有成本信息列在第三张表中。我想创建一个头版，你选择的项目名称，然后它从所有三个表拉信息到一个更有用的，更用户友好的格式。目前，您必须扫描包含大量信息(其中一些与用户无关)的一行，并检查另外两个表。是否有一种方法(可能有一个附加组件)，我可以创建这样的东西?

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答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨@timshaw

    我希望你一切安好!

    • 创建一个报告，并根据项目名称对其进行分组(如果需要，在工作表中添加一列)，然后您将根据项目在每个工作表的单独一行中获得信息。
    • 创建一个新工作表(首页)，然后跨工作表引用其他工作表，并将标准设置为工作表或工作表摘要部分(首页)某处的下拉列，当您从列表中选择一个项目时，其他工作表的所有值将更新。

    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

    ✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为“有见地”/“投票赞成”、“很棒”或“并且”作为公认的答案。这将使其他人更容易找到解决方案或帮助回答!

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    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

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  • timshaw
    timshaw ✭

    谢谢!对于第二种选择，可能有一个10万英镑的项目预算，但随后有三张3.3万英镑的发票(每张发票在发票电子表格中各自的行上)——是否有一个查找程序可以拉出这三张并列出它们?

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  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    嗨@timshaw

    在本例中，我建议采用Report路由，因为您可以使用Grouping and Summary功能快速汇总顶部汇总行中的预算数字。

    否则，您可以将SUMIFS用作交叉表公式，参见-条件求和函数

    欢呼,

    吉纳维芙

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类别

Conditional formatting is applied at the row level, not that column level, so that's the correct option for you. You need to identify something unique about each row that you are applying the conditional formatting. <\/p>

Statuses are often used for something like this, i.e. \"if this status is \"complete\", make the row green\".<\/p>

You can also use a helper column with a formula to assist. You can use this formula to identify the header rows (call the column \"ChildCount\"):<\/p>

=COUNT(CHILDREN(AnyColumn@row)) <\/p>

You would get a count of how many child rows each line has. You can then use conditional formatting to do something like: \"if ChildCount is greater than zero, then make the column blue\".<\/p>

Here's the page on how to use conditional formatting:<\/p>

Conditional Formatting | Smartsheet Learning Center<\/a><\/p>"},{"commentID":375274,"body":"

Hi @joeguerrera23<\/a> <\/p>

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

To add to Lucas's excellent advice\/answer.<\/p>

It seems like your \"pattern\" isn't consistent, so another option could be to add a so-called helper column which you can use to select the color or similar and then have that connected to the Conditional Formatting.<\/p>

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

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/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"},"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":105090,"type":"question","name":"Hyperlink in Cell Isn't Greyed Out When Checkbox is Selected","excerpt":"I have a conditional format setup on my sheet to grey out a row when the checkbox for row is checked. However, the link that I have setup in one of my cells doesn't grey out. Is there a setting I'm missing for this?","categoryID":343,"dateInserted":"2023-05-10T19:48:59+00:00","dateUpdated":null,"dateLastComment":"2023-05-10T22:24:51+00:00","insertUserID":149834,"insertUser":{"userID":149834,"name":"Sarah123","url":"https:\/\/community.smartsheet.com\/profile\/Sarah123","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pz9CadKbo_o!29DB_y7O5eQ!floqOYAlioC","dateLastActive":"2023-05-11T13:24:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-05-11T13:24:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":25,"score":null,"hot":3367506830,"url":"https:\/\/community.smartsheet.com\/discussion\/105090\/hyperlink-in-cell-isnt-greyed-out-when-checkbox-is-selected","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105090\/hyperlink-in-cell-isnt-greyed-out-when-checkbox-is-selected","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":105090,"commentID":375252,"name":"Re: Hyperlink in Cell Isn't Greyed Out When Checkbox is Selected","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/375252#Comment_375252","dateInserted":"2023-05-10T22:24:51+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-05-11T13:24:39+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/A7XH494E323S\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-05-11T13:24:24+00:00","dateAnswered":"2023-05-10T22:24:51+00:00","acceptedAnswers":[{"commentID":375252,"body":"

Hi @Sarah123<\/a> <\/p>

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

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/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"},"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":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":105039,"type":"question","name":"Any save and continue option for Form submission?","excerpt":"Hi all, do you know if there's any option to add \"Save and continue\" option into the form so the same user can finish the submission later or eventually to pass over to another user who would finish and submit the form? Thank you","categoryID":321,"dateInserted":"2023-05-10T11:30:37+00:00","dateUpdated":null,"dateLastComment":"2023-05-10T12:16:37+00:00","insertUserID":129375,"insertUser":{"userID":129375,"name":"Martin Suchy","url":"https:\/\/community.smartsheet.com\/profile\/Martin%20Suchy","photoUrl":"https:\/\/lh6.googleusercontent.com\/-xXqMKgboJ_Y\/AAAAAAAAAAI\/AAAAAAAAAAA\/AMZuucmWeFYH521VvD-b3k60KnTi0LFBkQ\/s96-c\/photo.jpg","dateLastActive":"2023-05-10T11:42:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-05-11T13:24:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3367441034,"url":"https:\/\/community.smartsheet.com\/discussion\/105039\/any-save-and-continue-option-for-form-submission","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105039\/any-save-and-continue-option-for-form-submission","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":105039,"commentID":375080,"name":"Re: Any save and continue option for Form submission?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/375080#Comment_375080","dateInserted":"2023-05-10T12:16:37+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-05-11T13:24:39+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":"2023-05-10T11:42:50+00:00","dateAnswered":"2023-05-10T11:32:06+00:00","acceptedAnswers":[{"commentID":375074,"body":"

Hi @Martin Suchy<\/a> <\/p>

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

Unfortunately, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Here's a possible workaround or workarounds <\/strong><\/p>