可视化甘特与里程碑嵌入

格拉迪斯Liley
格拉迪斯Liley ✭✭✭✭✭
编辑12/09/19 在内容基本知识

我试图在仪表板上添加一个动态的视觉里程碑巨幅，其中列出了%的进度。这应该是动态的，以便它显示实时更新的详细时间表，我从拉的里程碑。对可用的工具有什么建议吗?

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  • 克里斯·麦凯
    克里斯·麦凯 ✭✭✭✭✭✭

    嗨,格拉迪斯,

    我需要更多关于你想要实现的目标的信息，但你可以很容易地创建一个智能表格报告，从项目计划中提取里程碑，显示一个甘特，并根据详细时间表中的信息进行更新。

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  • 格拉迪斯Liley
    格拉迪斯Liley ✭✭✭✭✭

    这里有一个视觉参考。

    我目前正在使用报告更改此仅显示具有里程碑和进度的时间表。这可能吗?

    Gantt-Milestones.jpg

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  • 克里斯·麦凯
    克里斯·麦凯 ✭✭✭✭✭✭

    嗨,格拉迪斯,

    是的，您可以根据项目计划中的动态数据创建仅限里程碑的报告。然而，你不能像上面那样美化甘特图，但是像下面的图片一样是可能的。

    我在左侧添加了一个符号列，并要求它查看0持续时间的任务，并将符号设置为菱形(高级)，然后使用条件格式使其更容易区分计划中的里程碑和任务。我将父任务里程碑符号设置为绿色圆圈(简单)，以便将其包含在报告中。我还使用依赖项列将任务链接在一起，因此更改日期/持续时间也将更改依赖任务。

    对于报表，只需选择要显示的列，确保包含Start Date和End Date，根据Start Date对报表进行排序，最后设置What?“报表生成器到里程碑”中的标准是“简单”还是“高级”。

    这将只拉出父行和里程碑。由于它与计划相关联，因此对计划中日期、持续时间、完成百分比等的任何更改都将自动反映在报告(和甘特图)中。

    你可以定期将报告导出到Excel，然后在那里绘制数据(因为有更多的格式选项)，但这样你就会失去自动化。

    milestone_plan.png

    milestone_report.png

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  • cchukwurah
    cchukwurah ✭

    我对Smartsheet还是个新手，这听起来太复杂了。我正试图建立一个执行仪表板，其中我的表上的一些任务将被列为仪表板上的“里程碑”。要做到这一点，最简单、最有效的方法是什么?

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    你好,

    我在你的其他帖子中回答了，我在这里添加了链接供其他人搜索。

    https://community.smartsheet.com/discussion/risk-flag-1#comment-166321

    祝你一周愉快!

    最好的

    她名叫Stara

    工作流程顾问@完成咨询

    智能表专家顾问兼合伙人

    https://workbold.com/

    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

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

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类别

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

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

There's a known issue at the moment.<\/p>

\n \n https:\/\/status.smartsheet.com\/incidents\/n3gv8nrd6cyf\n <\/a>\n<\/div>


<\/p>

\n \n https:\/\/status.smartsheet.com\/\n <\/a>\n<\/div>

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":106251,"type":"question","name":"Unable to edit dashboard with Admin rights","excerpt":"Hello all, I have added a user as an admin for a dashboard but she is unable to see the edit (pencil) button. Tried adding her as admin in the workspace but still doesn't work. Any idea? We are on Enterprise plan. Thank you.","categoryID":321,"dateInserted":"2023-06-09T06:08:55+00:00","dateUpdated":"2023-06-09T07:54:11+00:00","dateLastComment":"2023-06-13T02:37:00+00:00","insertUserID":124399,"insertUser":{"userID":124399,"name":"firestorm","url":"https:\/\/community.smartsheet.com\/profile\/firestorm","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!0pnQ_1i5ezw!2uNXv2NG1jQ!_3DRw9ClXTT","dateLastActive":"2023-06-13T02:14:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":124399,"lastUser":{"userID":124399,"name":"firestorm","url":"https:\/\/community.smartsheet.com\/profile\/firestorm","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!0pnQ_1i5ezw!2uNXv2NG1jQ!_3DRw9ClXTT","dateLastActive":"2023-06-13T02:14:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":74,"score":null,"hot":3372921355,"url":"https:\/\/community.smartsheet.com\/discussion\/106251\/unable-to-edit-dashboard-with-admin-rights","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106251\/unable-to-edit-dashboard-with-admin-rights","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":106251,"commentID":380236,"name":"Re: Unable to edit dashboard with Admin rights","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380236#Comment_380236","dateInserted":"2023-06-13T02:37:00+00:00","insertUserID":124399,"insertUser":{"userID":124399,"name":"firestorm","url":"https:\/\/community.smartsheet.com\/profile\/firestorm","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!0pnQ_1i5ezw!2uNXv2NG1jQ!_3DRw9ClXTT","dateLastActive":"2023-06-13T02:14:56+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":"2023-06-12T08:23:14+00:00","dateAnswered":"2023-06-12T04:13:41+00:00","acceptedAnswers":[{"commentID":380023,"body":"

@firestorm<\/a> <\/p>

Yes, unfortunately, (if I'm not mistaken) a license is needed to be able to edit a Dashboard. <\/p>

The sheet Owner and Admins can add or edit dashboard widgets. A license is required.<\/em><\/p>

More info. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/518558-widget-types-for-smartsheet-dashboards\n <\/a>\n<\/div>


<\/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":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":106259,"type":"question","name":"Calculate workdays, excluding weekends (Days elapsed)","excerpt":"I found the solution for \"How to calculate days a ticket is open\/closed\" on your site (solution submitted by Andrée Starå), but, I need the formula to count just the weekdays, excluding weekends. I tried a couple of different ways, but cannot get it to work properly. Any help would be greatly appreciated! This is the…","categoryID":321,"dateInserted":"2023-06-09T12:23:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-12T17:37:13+00:00","insertUserID":162244,"insertUser":{"userID":162244,"name":"Seneca","title":"Technical Writer","url":"https:\/\/community.smartsheet.com\/profile\/Seneca","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5100NMIIA7HJ\/n3UY7D9OQBBU6.jpg","dateLastActive":"2023-06-12T17:33:07+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162244,"lastUser":{"userID":162244,"name":"Seneca","title":"Technical Writer","url":"https:\/\/community.smartsheet.com\/profile\/Seneca","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5100NMIIA7HJ\/n3UY7D9OQBBU6.jpg","dateLastActive":"2023-06-12T17:33:07+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":99,"score":null,"hot":3372908458,"url":"https:\/\/community.smartsheet.com\/discussion\/106259\/calculate-workdays-excluding-weekends-days-elapsed","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106259\/calculate-workdays-excluding-weekends-days-elapsed","format":"Rich","lastPost":{"discussionID":106259,"commentID":380147,"name":"Re: Calculate workdays, excluding weekends (Days elapsed)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380147#Comment_380147","dateInserted":"2023-06-12T17:37:13+00:00","insertUserID":162244,"insertUser":{"userID":162244,"name":"Seneca","title":"Technical Writer","url":"https:\/\/community.smartsheet.com\/profile\/Seneca","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5100NMIIA7HJ\/n3UY7D9OQBBU6.jpg","dateLastActive":"2023-06-12T17:33:07+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\/Y6CX51TQRVBZ\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-12T17:37:11+00:00","dateAnswered":"2023-06-12T17:19:34+00:00","acceptedAnswers":[{"commentID":380143,"body":"

Either of these should work. They just approach the logic from a different direction.<\/p>


<\/p>

=IF([Project Completion Date]@row <> \"//m.santa-greenland.com/community/discussion/22196/\", NETWORKDAYS([Project Start Date]@row, [Project Completion Date]@row), NETWORKDAYS([Project Start Date]@row, TODAY()))<\/p>


<\/p>

=IF([Project Completion Date]@row = \"//m.santa-greenland.com/community/discussion/22196/\", NETWORKDAYS([Project Start Date]@row, TODAY()), NETWORKDAYS([Project Start Date]@row, [Project Completion Date]@row))<\/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=341&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":5371,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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