资源视图可行吗?

我正在为工程师团队设置视觉/仪表盘。
我喜欢资源视图如何显示每个工作表有人被分配到他们的名字下,有一个链接到工作表的更多信息。我的目标是将其整合到仪表板/视野中,是否有一种方法可以在不手动更新的情况下实现这一点?
我正在考虑为每个团队成员显示他们在....中分配给他们的任务表(链接)的名称的小部件但我愿意接受任何其他建议
提前感谢!
对每个人的多作业概述的一个视图(单元格链接多张表?)最好是能自动更新的。
评论
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Shaine格林伍德 员工
嗨,劳拉,
可以这样做的一种方法是为每个团队成员创建一个报告,从分配给他们的源工作表中提取行。有关报告的更多信息,请访问我们的帮助中心:https://help.smartsheet.com/articles/522214-creating-reports
然后,您可以使用Report Widget将其放在Sight上。关于这个小部件的详细信息可以在这里找到:https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-sights#report
对此有一个警告:如果您想创建报表并将其放在Sight上,请不要为报表使用Current user标准。相反,应该为每个用户创建报告。
您必须这样做的原因是,Report Widget将始终将当前用户视为将Report Widget添加到Sight的人,也就是您。每个人都会看到一个带有分配任务的报告小部件。
如果您决定不想在Sight中使用报表数据,那么您可以使用Current用户标准并为整个团队创建一个报表。更多关于使用当前用户标准的信息请点击这里:https://help.smartsheet.com/articles/529454-viewing-your-assigned-tasks#report
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Arkitekt ✭✭
我希望看到sight更新,能够显示“当前用户”报告。我目前正在努力建立一个可以被所有员工使用的模板Sight。其目的是利用为当前用户设置的任务报告作为主要小部件之一。最好是根据员工的角色设置几个不同的sight,而不是为每个员工设置一个自定义的sight(可能超过100个)。
类别
=COUNTIFS([column4]2:[column4]5,\"Qualification\",[column5]2:[column5]5,\"Q4-2023\")<\/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":106596,"type":"question","name":"Changing a font in a dashboard","excerpt":"I have a dashboard using reports and metrics widgets, using sheet summaries and grid data, but the font is too large. How do I change that? In the screenshot, the red dot and the blue dot show the data that is coming from the grid data of a sheet. Is there any way of changing the font of the blue dot?","categoryID":321,"dateInserted":"2023-06-19T13:37:23+00:00","dateUpdated":"2023-06-19T13:49:50+00:00","dateLastComment":"2023-06-19T14:36:05+00:00","insertUserID":128842,"insertUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2023-06-19T14:33:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-20T04:02:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":45,"score":null,"hot":3374370208,"url":"https:\/\/community.smartsheet.com\/discussion\/106596\/changing-a-font-in-a-dashboard","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106596\/changing-a-font-in-a-dashboard","format":"Rich","lastPost":{"discussionID":106596,"commentID":381155,"name":"Re: Changing a font in a dashboard","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381155#Comment_381155","dateInserted":"2023-06-19T14:36:05+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-20T04:02:02+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\/HHR250SXIUPY\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T14:35:02+00:00","dateAnswered":"2023-06-19T14:34:51+00:00","acceptedAnswers":[{"commentID":381154,"body":"
OMG, I didn't click on the widget box, now I see the edit option. Thanks so much, this is going to be a game changer for me!<\/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":106590,"type":"question","name":"Helper checkbox not working on reference sheet","excerpt":"I have multiple line items for a order in one sheet(Request Sheet) and in another sheet (Order sheet) where I have clubbed all the items in single row, based on the order ID from request sheet to order sheet I want to check the Quantity checkbox and update in the Order sheet, I tried index match formula but its not working…","categoryID":322,"dateInserted":"2023-06-19T11:07:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T16:56:49+00:00","insertUserID":153826,"insertUser":{"userID":153826,"name":"Domnic Victor","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Domnic%20Victor","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:46:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144360,"lastUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3374368455,"url":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106590,"commentID":381185,"name":"Re: Helper checkbox not working on reference sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381185#Comment_381185","dateInserted":"2023-06-19T16:56:49+00:00","insertUserID":144360,"insertUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/TUXJPHZT569J\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T16:01:16+00:00","dateAnswered":"2023-06-19T13:27:24+00:00","acceptedAnswers":[{"commentID":381141,"body":"
The issue is it doesn't know whether to check the box or not check the box because there are multiple ORD0241 on the Request sheet and one is checked and one is not checked. If I am understanding correctly you want the box checked if any of the ORD0241 are checked on the request sheet. If that is correct you would need to use a countifs formula with an If formula<\/p>
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