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Re: SmartU New Offerings - Smartsheet Builder Path & more!

@Rhonda Keller, SmartU thanks for the clarification!

Hahaha and yeah that cat thinks she is king of the house 😅

NRJW53

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Re: INDEX/MATCH not working for some values

@jjg279 You could try checking the numbers you are entering with the barcode scanner. I think I ran into issues with them coming through as a string, '123445, instead of whatever number. Maybe that is throwing off your Index/match. You could try a helper column with the VALUE() function to turn them into numbers.

Corey W.

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Re: Portfolio Updates to Leadership

https://community.smartsheet.com/discussion/comment/490579#Comment_490579

Excellent!

Happy to help!

I sometimes set it up with an automated alert or together with an attached PDF using the Document Builder feature.

Make sense?

✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you!

Andrée Starå

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Re: Asset Management - Due in 7 Days not working

Hi @mclyburn5

You are correct, this formula

=COUNTIF({Sheet - Asset Management Sheet Range 2}, TODAY(7))

will count the rows where the date in "Sheet - Asset Management Sheet Range 2" is equal to Today's date plus 7 days.

To count rows where the date is before or on the date in 7 day's time you need to use a less than and equals sign like this (in bold):

=COUNTIF({Sheet - Asset Management Sheet Range 2}, <= TODAY(7))

(don't copy this as the comments format the < and = as an arrow - type it in)

KPH

1 ·

Re: Welcome to the Project Management Office (PMO) Community!

Hello Smartsheet PMO Community. I’m Gina based in the Washington DC Area.

I’ve been using Smartsheet for over a year and currently support a nonprofit international church. We use Smartsheet across various departments to improve business processes—everything from project management, procurement tracking, and RFP oversight to developing solutions for the marketing team and increasing overall visibility.

I’m looking forward to engaging with the community to gain insight into how others are using Smartsheet, explore best practices, and learn about helpful tools, templates, and solutions that can support our ongoing work.

Gina T

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Re: SmartU New Offerings - Smartsheet Builder Path & more!

@joey.w.razzano You are exactly right. I've begun adding a "Solution Documentation" folder to workspaces once I complete a process which includes both written and visual documentation. I am also in the process of developing a standard template set for documentation so that I can train others in my department on how to do it.

Isis Taylor

3 ·

Re: Progress Bar

For the 'progress" bar, we would need another column. Call it "Remaining", and use this column formula:

=6 - Progress@row

Make sure this is to the right of your Progress column in your report and include it. Convert the chart to a stacked column, and you should be good to go there.

For number 2, there is no way to change the actual labels on the vertical axis, but within the chart settings, there should be a way for you to adjust the vertical axis settings which should include an "Axis Title". You can enter the word "Step" there.

Paul Newcome

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Re: Formula VLOOKUP or maybe an alternative solution

Happy to help. 👍️

You can use an IFERROR to output a blank or any other text in the even that there is no match in the source sheet. I just always wait to apply that until I have ensured my formula is in fact working as intended because the IFERROR can be a pain when trying to troubleshoot.

=IFERROR(INDEX(COLLECT({Column To Pull Over}, {AJ_Number}, @cell = [PI or Account #]@row , {AJ_Name}, @cell = "Travel"), 1), "")

Paul Newcome

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