(English only). In a contact list column, these are the only acceptable values: If you allow multiple contacts per cell, you can select up to 20 contacts in one cell. See Filter Basics. You would do this by selecting the specific columns by checking all column headers that apply. You could also use update requests with this. The image below shows an example of a sheet with an active filter. Filters allow you to show or hide information on your sheet based on selected criteria. To create the filter, click on the Filter Off icon and click the New Filter menu item. For details on creating a shared Current User filter, see our article on Viewing Your Assigned Tasks. On the toolbar, click Filter > New Filter. Every sheet has a primary column. In the Sort form, enter your sort criteria and click OK. Anyone with access to a sheet can create a filter or apply a saved filter. You can only select those columns you want in your report. Manage and distribute assets, and see how they perform. Duration represents the amount of time a task is expected to take. You need specific sharing permissions to do more with filters: To name and save a filter, you must be shared to the sheet with Editor permissions or higher. The same is true if you use the same contact list field in the sheet's corresponding Smartsheet form. Team collaboration Connect everyone on one collaborative platform. Find tutorials, help articles & webinars. The does not have attachments or does not have comments criteria will hide rows with attachments or comments. The sheet owner and Admins can unhide all columns by clicking the Moreicon in any header and selecting Unhide All Columns. As you specify conditions for your filters, youll get a feeling for how to set up the criteria that you find the most useful. (8.9 x 12.7 cm); Small. Looking for a previous webinar recording? To learn more about Smartsheet Regions,click here. You can't change its type or delete it. The key to the successful use of linked cells is Planning and Design. If youve set up your sheet to highlight critical path rows, you can apply a filter with is on critical path or is not on critical path as the criteria to display or hide critical path rows. To learn more about Smartsheet Regions,click here. or the Create dashboard button. People shared to the sheet will always appear as suggestions when you type in a contact list column. Get the most out of this learning track by starting at the beginning. 1. A quick tutorial on how to use filter and hiding columns to make SmartSheets easier to look at. The Shared Filters functionality discussed here is included with Businessand Enterprise plans. Licensed users with an Owner or Admin permission can use this capability. If I have all my project info here why would I have to use Excel because Smartsheet is missing such basic functionality? To clear a filter (stop applying it to the sheet), selectFilter Off. Learn more. I'm looking for something 'unattended', in a way I just need to setup initially what info to be visible to others for the full project. thank you for your detailed response, but what I need is to be able to set a filter for certain columns and be able to delete rows in the same module! +1, particularly w/ respect to the earlier comment: It would also be great for filters to selectively not show certain columns (for readability across different groups that don't require all of the columns). For more information about plans and pricing, go to the Pricing page. Get actionable news, articles, reports, and release notes. Thanks Travis, I appreciate your support. Find out if this capability is included in Smartsheet Regions or Smartsheet Gov. Then click the More icon and select Hide Column. I am not sure if I am missing something with the way filters work in Smartsheet but is it right that I cannot add a filter to each column which automatically updates the list of inputs from the data in the cells below it? Find answers, learn best practices, or ask a question. 2. Build your custom form in the user-friendly interface and add conditional logic to ensure the questions are relevant for each person who'll fill it out. We also look at how the row functionality works, and how you can use this feature best, in this Smartsheet Tutorial.Ge. The Resource Assigned filter is helpful to track status on assigned tasks, resource level the schedule and figure out who is working on specific tasks. This column displays a list of values you can select. Find the best project team and forecast resourcing needs. Optional: To add or edit the contact name, hover over their email address. The column presents a checkbox you can select or clear. Learn how to hide a row in Smartsheet. Though this functionality isn't available for rows, you can apply a filter to the sheet to hide rows based on criteria they contain. To hide a single column, hover over the column name and then click the Moreicon. You can display the checkbox as a box, flag, or single star. On the Create dashboard page, type a name for your dashboard. This allows users to filter by keywords or numbers located within their view. Create a shared Current Userfilter, for example, for all collaborators on your sheet to be able to quickly see tasks assigned to them. I can delete rows in grids, but cant set filters to only show specific columns. With the appropriate permissions, you can create filters for your own use or to share with others. If you want to store the value as a numberto perform calculations with it, for exampledouble-click the cell. For more information about plan types and included capabilities, see the Smartsheet Plans page. by There are actually two ways to go about this. Improve efficiency and patient experiences. To delete a filter (remove it from the sheet and the menu), select it from the Filter menu to apply it to the sheet, and then select Delete Current Filter. For example, "contains" can only be used with text strings and contacts, and "is between" can only be used with dates and numbers. Having the option to hide columns or create custom views would enable us to store all data on one sheet while not cluttering it for those who only need to access half of the rows. Manage campaigns, resources, and creative at scale. Select checkboxes if the values are restricted. If you want to share a read only version of your data you can send rows (and only include certain columns) or create a report which will only show columns you selected, then publish the report as a read only view. Dimensions Overall: 3 1/2 x 5 in. +1 for this function. If you sort on a column that is a Dropdown List type in the source sheet, items wont sort based on the predetermined dropdown values in the included source sheets. If one or more child rows of a collapsed parent row meet the criteria of a filter you applied, Smartsheet will show those hidden child rows. Hide a Column. field names (column headings) and will be easier to check for accuracy or to interpret. To hide a single column, hover over the column name and then click the More icon. 2023. I am wondering if there have been any updates to the filter functionality because I too am looking for something similar to Excel, without using Excel. (8.9 x 12.7 cm); Small. Find out if this capability is included in Smartsheet Regions or Smartsheet Gov. By default, it will always be a Text/Number field. Streamline requests, process ticketing, and more. To hide multiple columns, hold down the [Ctrl] (Windows) / [Cmd] (Mac) key as you single-click on the header of each column you want to hide. Use has attachments or has comments as a criteria to isolate only the rows to download attachments or reply to comment threads more quickly. Sorting lets you organize all or part of your data in ascending or descending order. Using Filters to Show or Hide Sheet Data. Learn more. Here are a few examples: When you sort a report, items will be sorted in ascending or descending order. Deleting, Editing, and Versioning Attachments. We also have workspaces for the same. This would be a key-feature for futur use in our company. If you're a sheet Owner or Admin, you configure the dropdown list column to let users input either single or multiple values. Please add my vote as well. It would also be great for filters to selectively not show certain columns (for readability across different groups that don't require all of the columns). =sum(children()) any items added under the partent will auto sum into the parent row. Report: Empowering Employees to Drive Innovation. Credit Line Transfer - City of Tempe Development Services Department. Any value other than an email address will be considered free text. More information on working with attachments and comments in your sheets is available in the following help articles: Use Rowis locked or Row is not locked as filter criteria to show or hide rows that can only be edited by people with Admin sharing permissions on a sheet. For more information about sheet-level sharing permissions, see Sharing Permission Levels. Here's how to modify a filter: The updated filter will be applied to the sheet. For more information about dropdown list columns, see Maintain Consistency in Data Collection with Dropdown Columns. Use a pre-built template or template set. I'd like to add budget data to a project sheet but hide that info from certain users. Hide or Unhide Columns | Smartsheet Learning Center To hide a single column, hover over the column name and then click the More icon. While collaborators with. Conditional Logic on Smartsheet Forms Smartsheet forms help accelerate execution and foster innovation by making it fast and easy to collect and act on data from anyone. This can help people with Editor permissions narrow down on the rows that theyre allowed to edit. To share a filter so it can be used by anyone who has . More information on locked rows can be found in Locking or Unlocking Columns and Rows. Scroll through the available Smartsheet items and select the report you want to . You need specific sharing permissions to do more with filters: Sharing is available with Business plans and higher. For instance, if you create a filter in the Smartsheet UI on Column A to only show values equal to 200, your sheet would reflect that filter in the UI. thank you for your detailed response, but what I need is to be able to set a filter for certain columns and be able to delete rows in the same module! 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