可视化甘特与里程碑嵌入
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?
评论
-
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。
-
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?
-
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。
-
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?
-
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
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。
类别
It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/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":106840,"type":"question","name":"Report not showing all rows that match the filter parameters","excerpt":"Hello! I have a sheet that has 3424 rows with a specific Due Date. When I look at that filter option in the report, I see that it sees 3424 for that field. However, when I add that parameter, only 2500 rows display. I can't find a row limit to reports that would cause this. Is there a row limit to reports that I'm unaware…","categoryID":321,"dateInserted":"2023-06-23T16:50:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T17:36:10+00:00","insertUserID":74136,"insertUser":{"userID":74136,"name":"asimcock","url":"https:\/\/community.smartsheet.com\/profile\/asimcock","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:45:49+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":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":33,"score":null,"hot":3375083206,"url":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":106840,"commentID":382043,"name":"Re: Report not showing all rows that match the filter parameters","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382043#Comment_382043","dateInserted":"2023-06-23T17:36:10+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":"2023-06-23T19:11:32+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":"2023-06-23T17:47:12+00:00","dateAnswered":"2023-06-23T17:02:03+00:00","acceptedAnswers":[{"commentID":382031,"body":"
See this article. There is a 2500 row limit for reports.<\/p>