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Re: Dynamic Filter on Dashboards

This would be amazing. It is the reason some of our leadership stayed in Tableau or Power BI instead of moving to Smartsheet. We use dynamic filters in research to define the study and align the study metrics such as enrollment, where is the study start up process we are, if we are working on an amendment, etc. For Investigators, we like to align the metrics of how many open studies do they have, how many patients have they enrolled, how many patients are across all their projects, etc.

This will be a great reporting tool to really make other reporting tools like Tableau and Power BI take a look at their offerings. I have stayed in Smartsheet as the filters, formulas, and options to create exactly what I need for my dashboards is much more user friendly than the others.

Amanda Winter

1 ·

How I’m Using AI to Supercharge Smartsheet Project Management

Hey everyone,
I wanted to share how I’ve been blending AI into my Smartsheet setup to make project management more efficient—especially across large-scale fiber construction programs.

Here’s what I’ve been doing:

Custom GPT Assistant – I built a GPT that understands my project trackers and helps analyze trends, flag issues, and summarize performance. I use it alongside Smartsheet to review crew logs, identify bottlenecks, and prep summary reports.

AI-Powered Reporting – Using GPT and Excel exports, I’ve automated status summaries and dashboard insights for leadership. It turns raw tracker data into clean overviews I can paste directly into emails or meetings.

Prompt Engineering Playbook – I even created an AI Prompt Mastery manual to train my team (we call it “ShadowOps”) on how to get better, faster results from GPT when managing Smartsheet data.

If anyone’s exploring ways to bring AI deeper into your Smartsheet workflows, I’m happy to compare notes or share some templates I’ve built.

Would love to see how others here are leveraging AI too—especially with Smartsheet’s new AI features rolling out.

HockinsonJohn

2 ·

Connect your Smartsheet data with AI tools across your business

Did you know Smartsheet integrates with Amazon Q Business, Atlassian Rovo, Glean, and Microsoft Copilot? Get insights from your Smartsheet data alongside data from across your systems through our dedicated Smartsheet connectors for enterprise AI tools:

Amazon Q Business: Smartsheet and AWS have teamed up to create a powerful connector to Amazon Q Business, a generative AI assistant that lets you sync Smartsheet data and quickly get answers about your projects, tasks, and content.
Atlassian Rovo: Access your Smartsheet data alongside company data with Rovo’s dedicated Smartsheet connector, so you can deliver accurate, personalized AI insights across your teams.
Glean: Connect Smartsheet to Glean to find the real-time data you need from sheets, dashboards, and reports, generate trusted answers, and automate work.
Microsoft Copilot (in public preview): Index your sheet content and quickly find Smartsheet data using Copilot chat and search with the Smartsheet Microsoft 365 Copilot connector.

Learn more about each of our AI integrations (including how you can access and set up each connector) on our website.

Elizabeth Matson

3 ·

Re: Smartsheet recognized as a Customers' Choice in the Gartner® Peer Insights™ + Giveaway

Today is the day! Thank you for joining us in celebrating this recognition and for sharing so many clever and unique ways you use Smartsheet! I'm thrilled to announce the grand winner of our giveaway.

A huge congratulations to @Webb_E! 🎉 I'll be in touch with you shortly. Thank you to everyone who joined in the celebration! ✨

Rebeca S.

1 ·

Re: Insert commas into formula dollar amount populated from another cell

This should take care of it:

IF(LEN(INT(ABS([ROM Value]@row))) <= 3, RIGHT(INT(ABS([ROM Value]@row)), 3), IF(LEN(INT(ABS([ROM Value]@row))) <= 6, IFERROR(IFERROR(MID(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 5, 3), LEFT(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 3)), "") + "," + RIGHT(INT(ABS([ROM Value]@row)), 3), IF(LEN(INT(ABS([ROM Value]@row))) <= 9, IFERROR(IFERROR(MID(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 8, 3), LEFT(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 6)), "") + "," + IFERROR(IFERROR(MID(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 5, 3), LEFT(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 3)), "") + "," + RIGHT(INT(ABS([ROM Value]@row)), 3), IF(LEN(INT(ABS([ROM Value]@row))) <= 12, IFERROR(IFERROR(MID(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 11, 3), LEFT(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 9)), "") + "," + IFERROR(IFERROR(MID(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 8, 3), LEFT(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 6)), "") + "," + IFERROR(IFERROR(MID(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 5, 3), LEFT(INT(ABS([ROM Value]@row)), LEN(INT(ABS([ROM Value]@row))) - 3)), "") + "," + RIGHT(INT(ABS([ROM Value]@row)), 3)))))

Paul Newcome

1 ·

Re: Convert a Sum into Currency format $#,##.00

Here is the base formula for adding commas up to 999,999,999,999.99

=IF(LEN(INT(ABS([Total Column]@row))) <= 3, RIGHT(INT(ABS([Total Column]@row)), 3), IF(LEN(INT(ABS([Total Column]@row))) <= 6, IFERROR(IFERROR(MID(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 5, 3), LEFT(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 3)), "") + "," + RIGHT(INT(ABS([Total Column]@row)), 3), IF(LEN(INT(ABS([Total Column]@row))) <= 9, IFERROR(IFERROR(MID(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 8, 3), LEFT(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 6)), "") + "," + IFERROR(IFERROR(MID(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 5, 3), LEFT(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 3)), "") + "," + RIGHT(INT(ABS([Total Column]@row)), 3), IF(LEN(INT(ABS([Total Column]@row))) <= 12, IFERROR(IFERROR(MID(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 11, 3), LEFT(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 9)), "") + "," + IFERROR(IFERROR(MID(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 8, 3), LEFT(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 6)), "") + "," + IFERROR(IFERROR(MID(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 5, 3), LEFT(INT(ABS([Total Column]@row)), LEN(INT(ABS([Total Column]@row))) - 3)), "") + "," + RIGHT(INT(ABS([Total Column]@row)), 3))))) + IF([Total Column]@row - INT([Total Column]@row) = 0, ".00", RIGHT([Total Column]@row - INT([Total Column]@row), 3))

Paul Newcome

1 ·

Re: Question about currency formatting

Hi @Murz

You're right that Smartsheet doesn't provide native number formatting (like commas for thousands) within formulas. You're currently adding a dollar sign ("$") manually, which works for values under 1,000 — but it doesn’t add commas for larger numbers.

In my solution, I handle this by treating the number as text. I convert the integer portion of the number to a string using "" + INT(...), and then use LEFT, MID, and RIGHT to manually insert commas based on the number of digits.

The decimal part is also handled as text using ROUND(... * 100, 0) to extract cents, and then padded using RIGHT("00" + ..., 2).

It’s a bit manual, but this lets you generate a string like $210,000,452.25 without using TEXT(), which isn’t available in Smartsheet.

https://app.smartsheet.com/b/publish?EQBCT=8b40fd67ff0341a3a5afc073a5eb9da2

="$" +

IF(LEN(INT([Transaction (Receipt) Total]@row)) = 9,

    LEFT(INT([Transaction (Receipt) Total]@row),3) + "," +

    MID(INT([Transaction (Receipt) Total]@row),4,3) + "," +

    RIGHT(INT([Transaction (Receipt) Total]@row),3),

IF(LEN(INT([Transaction (Receipt) Total]@row)) = 8,

    LEFT(INT([Transaction (Receipt) Total]@row),2) + "," +

    MID(INT([Transaction (Receipt) Total]@row),3,3) + "," +

    RIGHT(INT([Transaction (Receipt) Total]@row),3),

IF(LEN(INT([Transaction (Receipt) Total]@row)) = 7,

    LEFT(INT([Transaction (Receipt) Total]@row),1) + "," +

    MID(INT([Transaction (Receipt) Total]@row),2,3) + "," +

    RIGHT(INT([Transaction (Receipt) Total]@row),3),

IF(LEN(INT([Transaction (Receipt) Total]@row)) = 6,

    LEFT(INT([Transaction (Receipt) Total]@row),3) + "," +

    RIGHT(INT([Transaction (Receipt) Total]@row),3),

IF(LEN(INT([Transaction (Receipt) Total]@row)) = 5,

    LEFT(INT([Transaction (Receipt) Total]@row),2) + "," +

    RIGHT(INT([Transaction (Receipt) Total]@row),3),

IF(LEN(INT([Transaction (Receipt) Total]@row)) = 4,

    LEFT(INT([Transaction (Receipt) Total]@row),1) + "," +

    RIGHT(INT([Transaction (Receipt) Total]@row),3),

INT([Transaction (Receipt) Total]@row)

)))))) +

"." +

RIGHT("00" + ROUND(([Transaction (Receipt) Total]@row - INT([Transaction (Receipt) Total]@row)) * 100, 0), 2)