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Master Project Sheet vs Master Project Report

Faith Glass-Wilson
Faith Glass-Wilson ✭✭✭✭
edited 12/09/19 inArchived 2017 Posts

We are looking at implementing either a very large (roughly 160 columns) master project sheet or a master project report. If we go with the master project sheet, teams would work off reports to update their respective data. If we go with the master report, I would aggregate specific data from each team sheet. The end goal is to have one document that is the primary reference. Any pros and cons I should be aware of?

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  • Shaine Greenwood
    Shaine Greenwood Employee

    Hi Faith,

    This is a great way for people to see and update only the information they need to focus on, but there are a few differences in reports vs sheets to consider.

    Check out our Help Center article on reporting for details on the functionality:https://help.smartsheet.com/articles/522214-creating-reports

    Reports aren't sheets, they find and display sheet data—off the top of my head, I can think of a few important things:

    -You must share the source sheet with all collaborators for them to see the data they need in their report.

    -Reports don't display hierarchy and may display rows out of order vs how they appear in the sheet.

    -Certain cells (cells with formulas in them, certain dependency cells) can't be edited from reports. Check out the above referenced article for more information on this.

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Try a DATE function:<\/p>

=(NETDAYS([Requested Start Date]@row, DATE(2022, 12, 1)<\/strong>) \/ 365) * 12<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107082,"type":"question","name":"Automatic Update of Dropdown List?","excerpt":"I saw several discussions on this and I'm wondering if there is a formula or an easy way without a 3rd party to automatically update a dropdown list based on a cell in one sheet? I can create a helper sheet if that would help. Any ideas? I don't believe I have the premium Smartsheets plan. Thank you! Lori","snippet":"I saw several discussions on this and I'm wondering if there is a formula or an easy way without a 3rd party to automatically update a dropdown list based on a cell in one sheet?…","categoryID":322,"dateInserted":"2023-06-29T14:16:13+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T18:02:59+00:00","insertUserID":162337,"insertUser":{"userID":162337,"name":"maineL","title":"Admin. & Course Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/maineL","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!plNXqQdBs_o!2kvQ_7y42f4!PTHvB33mICN","dateLastActive":"2023-06-29T18:08:11+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":"2023-06-29T18:55:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":48,"score":null,"hot":3376116552,"url":"https:\/\/community.smartsheet.com\/discussion\/107082\/automatic-update-of-dropdown-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107082\/automatic-update-of-dropdown-list","format":"Rich","lastPost":{"discussionID":107082,"commentID":383175,"name":"Re: Automatic Update of Dropdown List?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383175#Comment_383175","dateInserted":"2023-06-29T18:02:59+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":"2023-06-29T18:55:00+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":"2023-06-29T14:52:00+00:00","dateAnswered":"2023-06-29T14:50:26+00:00","acceptedAnswers":[{"commentID":383100,"body":"

@maineL<\/a>,<\/p>

I haven't seen this possible without the use of a 3rd party integration. I don't believe it is supported natively in Smartsheet. The question comes up all the time though. <\/p>

BRgds,<\/p>

-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":107086,"type":"question","name":"Converting a date in a text type to Date type","excerpt":"Hi, I have a column as text\/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g \"Date as Text Type\" column is a text\/number field. I want to convert this to DATE and put in the \"Date as DateType\" column. is there a way to do it?","snippet":"Hi, I have a column as text\/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g \"Date as Text Type\"…","categoryID":321,"dateInserted":"2023-06-29T15:24:02+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T16:10:10+00:00","insertUserID":64466,"insertUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T16:04:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":64466,"lastUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T16:04:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":30,"score":null,"hot":3376108452,"url":"https:\/\/community.smartsheet.com\/discussion\/107086\/converting-a-date-in-a-text-type-to-date-type","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107086\/converting-a-date-in-a-text-type-to-date-type","format":"Rich","lastPost":{"discussionID":107086,"commentID":383133,"name":"Re: Converting a date in a text type to Date type","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383133#Comment_383133","dateInserted":"2023-06-29T16:10:10+00:00","insertUserID":64466,"insertUser":{"userID":64466,"name":"sushilp","url":"https:\/\/community.smartsheet.com\/profile\/sushilp","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!bCFWG3XASHo!HXjWn2mniiQ!_myWsvAATx0","dateLastActive":"2023-06-29T16:04:52+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\/P0PQ2RQRRSC5\/date-conversion-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Date conversion.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T16:09:01+00:00","dateAnswered":"2023-06-29T15:45:28+00:00","acceptedAnswers":[{"commentID":383125,"body":"

You will need to make sure your [Date as DateType] column is formatted as Date. This also assumes your [Date as Text Type] column is always in the same format. (Starts with full 10 digit date)<\/p>

=IF([Date as Text Type]@row <> \"//www.santa-greenland.com/community/discussion/comment/\", DATE(VALUE(LEFT([Date as Text Type]@row, 4)), VALUE(MID([Date as Text Type]@row, 6, 2)), VALUE(MID([Date as Text Type]@row, 9, 2))), \"//www.santa-greenland.com/community/discussion/comment/\")<\/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&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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