Worksheets

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Default values on custom worksheets

What is the challenge? Can't set a default value in custom worksheets. We have a worksheet with 39 rows plus a row that calculates the total. The total won't calculate unless ALL the rows have a value. Most of the values are going to be zero, so...

Amanda K 7 days ago in Worksheets 0 Future consideration

10 VOTE

Include custom worksheet fields in custom card layout

What is the challenge? Currently, custom worksheet fields can't be included in a record's card layout What is the impact? Can't show custom worksheet fields visually on a card layout. This means that you have to click into the record's vie...

Terence Osmeña 3 months ago in Worksheets 0 Already exists

7 VOTE

Worksheet field on card layout in a team

It's possible to add a worksheet field to a card layout in a workspace, but not in a team, so it would be valuable to enable it for a team too.

Guest 2 months ago in Worksheets 0 Future consideration

2 VOTE

Maintain currency format when summing worksheet fields in pivot tables

What is the challenge? If a pivot table is bringing in currency formatted fields, and "sum values" is selected for the table, then the currency formatting "$" is not included What is the impact? The context of this being a currency focused...

Leigh Villalovos about 1 month ago in Worksheets 0 Likely to implement

15 VOTE

Better equation function to compare against empty notes

What is the challenge? Sometimes you want to check if a note (like descriptions) are empty in an equation field. There are two empty states, one where the note is truly empty, and one where the note is empty after previously having content in it. ...

Jonathan Steel 10 months ago in Worksheets 1 Likely to implement

1 VOTE

Predictive Trend calculations in Aha! Analytics functions

What is the challenge? I need to use historical data to develop trend reporting for upcoming FY and quarters. What is the impact? Without this data it is difficult to build budgets and make decisions on products and offerings in the next 1...

Guest 26 days ago in Worksheets 0 Future consideration

40 VOTE

Capacity planning: make advanced estimate values available for equations and filters

For a variety of reasons I would like to be able to perform calculations in custom worksheets on data included in an advanced estimate. For example, being able to reference the totals for a team, and the totals for a given period when a scenario i...

Jeanette Resnikoff over 3 years ago in Worksheets 4 Future consideration

1 VOTE

Allow customization for worksheet fields

What is the challenge? I cannot customize a worksheet field in order to display a color based on calculation results What is the impact? My reports display text vs color for my RAG status results Describe your idea I want to customiz...

Guest about 1 month ago in Worksheets 0 Future consideration

37 VOTE

Add "Worksheet" fields to Automation Rules

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.

Karla Johnson almost 4 years ago in Automations / Worksheets 6 Future consideration

44 VOTE

Using predefined tags fields in a report calculated field

The ability to use a predefined tag field in a calculated column. For example, if null or if it contains X. You can currently do that via filters however, then your report would exclude records.

Guest over 5 years ago in Worksheets 6 Future consideration

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