how to use report sheet without sharing the data source sheet?

Guilherme Ribeiro
Guilherme Ribeiro ✭
edited 12/09/19 inSmartsheet Basics

it´s possible to have a report shared to a anyone without share the main sheet (data source sheet)

Thanks,

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    嗨Guilherme,

    Yes, as a published read-only version or thru cell linking and reporting on the linked information.

    Would that work?

    有一个很好的一天!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Alison
    Alison Employee

    嗨there,

    Another option would be to use it as a Widget on a Dashboard, where it essentially does the same thing as publishing (in that you do not need to share the underlying sheets) but you do not need to publish the item.Here's some information on that.

    I hope this helps!

    Alison

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  • Guilherme Ribeiro
    Guilherme Ribeiro ✭

    嗨Andrée

    Actually I would use the report sheet as "interface" for tasks updates directly into data source sheet. But I intended to make sure each users see only their tasks. I can do that using a report feature, but it wont work if I must share the data source sheet (they will have full access thru it)

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  • sschreiner
    sschreiner ✭

    @Guilherme Ribeirodid you ever figure out a solution to this? I am running into the same problem.

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  • Jan Voříšek
    Jan Voříšek ✭
    it´s possible to have a report shared to a anyone without share the main sheet (data source sheet)<\/p>\n

    Thanks,<\/p>","bodyRaw":"

    it´s possible to have a report shared to a anyone without share the main sheet (data source sheet)<\/p>\n\n

    Thanks,<\/p>","format":"html","dateInserted":"2019-02-07T10:40:32+00:00","insertUser":{"userID":44861,"name":"Guilherme Ribeiro","url":"https:\/\/community.smartsheet.com\/profile\/Guilherme%20Ribeiro","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2018-09\/b9\/b6\/nb9b623b91454c775f7abc04fcaa51226.PNG","dateLastActive":"2019-03-12T08:30:42+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/40901\/how-to-use-report-sheet-without-sharing-the-data-source-sheet","embedType":"quote","name":"how to use report sheet without sharing the data source sheet?"}"> https://community.smartsheet.com/discussion/40901/how-to-use-report-sheet-without-sharing-the-data-source-sheet

    嗨everyone,

    i am looking for the answer for the first question (quoted).

    It is absolutely necessary to share report but keep the source data (in the sheet) secured and hiden. That should be the main goal of sharing reports.

    Does final solution coming?


    thank you very much in advance

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Everything will remain as is. They just will no longer be able to access.<\/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":107734,"type":"question","name":"Summarizing result of a formula","excerpt":"Hello, I have a report that groups and summarizes points earned by individuals - well, it's supposed to do so, but the summary of points doesn't work. This appears to be because the points are calculated by a formula - if I just enter numbers, I can get a sum, but if the number are the result of a formula, the sum = 0.…","snippet":"Hello, I have a report that groups and summarizes points earned by individuals - well, it's supposed to do so, but the summary of points doesn't work. This appears to be because…","categoryID":321,"dateInserted":"2023-07-18T14:42:45+00:00","dateUpdated":null,"dateLastComment":"2023-07-19T14:20:18+00:00","insertUserID":149226,"insertUser":{"userID":149226,"name":"Ldonoghue","url":"https:\/\/community.smartsheet.com\/profile\/Ldonoghue","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!28lBP6L25To!knnAvx7mcjw!0bjLA8JaVC7","dateLastActive":"2023-07-19T18:35:23+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":"2023-07-19T19:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":53,"score":null,"hot":3379472583,"url":"https:\/\/community.smartsheet.com\/discussion\/107734\/summarizing-result-of-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107734\/summarizing-result-of-a-formula","format":"Rich","lastPost":{"discussionID":107734,"commentID":385930,"name":"Re: Summarizing result of a formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385930#Comment_385930","dateInserted":"2023-07-19T14:20:18+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":"2023-07-19T19:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-19T12:07:36+00:00","dateAnswered":"2023-07-18T15:44:21+00:00","acceptedAnswers":[{"commentID":385758,"body":"

It is fine using a formula as long as the formula is outputting numbers. What formula are you using?<\/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":107740,"type":"question","name":"Smartsheet ownership","excerpt":"The person who created and \"owns\" an important sheet we need is on 8 weeks maternity leave. We need to change a few things, but no one has that permission. How do we override that?","snippet":"The person who created and \"owns\" an important sheet we need is on 8 weeks maternity leave. We need to change a few things, but no one has that permission. How do we override that?","categoryID":321,"dateInserted":"2023-07-18T15:14:59+00:00","dateUpdated":null,"dateLastComment":"2023-07-18T21:01:34+00:00","insertUserID":76851,"insertUser":{"userID":76851,"name":"Kitty","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kitty","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-01\/6c\/fb\/n6cfbd4e9f8b51ef6eac617de4934460f.jpg","dateLastActive":"2023-07-18T18:11:31+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":"2023-07-19T19:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3379409193,"url":"https:\/\/community.smartsheet.com\/discussion\/107740\/smartsheet-ownership","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107740\/smartsheet-ownership","format":"Rich","lastPost":{"discussionID":107740,"commentID":385833,"name":"Re: Smartsheet ownership","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/385833#Comment_385833","dateInserted":"2023-07-18T21:01:34+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":"2023-07-19T19:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-18T15:52:14+00:00","dateAnswered":"2023-07-18T15:49:34+00:00","acceptedAnswers":[{"commentID":385764,"body":"

If there is anyone shared to the sheet as Admin, they should be able to make the necessary changes or share someone else to the sheet as Admin so that the changes can be made. Otherwise you are just going to have to wait until the owner of the sheet is able to share someone to it as Admin.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&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":4855,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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