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Say Hello to a More Intuitive Community Navigation!
Hey Community!
We've just rolled out an exciting update designed to make your Community experience even better, based on YOUR feedback: a brand-new, more intuitive navigation to make exploring even easier!
A huge thank you to all our members who provided their feedback, including those who participated in user feedback sessions at ENGAGE. You continue to help us shape the Community to be an even better place for everyone.
But that's not all! You might have seen that we recently launched a new Search experience, and five new Use Case topics for you to discover. And for all you AI enthusiasts, the dedicated space you asked us for is finally here!
Thanks again for being such an awesome Community. Your feedback is greatly appreciated, so please keep sharing your thoughts here as we continue to grow and improve the Community together. We hope you love these new improvements! π
Rebeca S.
Re: how do I create a formula to copy a date "Task End date" from the previous row
Hi,
Would it hinder your workflow to use the simple =[Task End Date]1 formula? When you drag it down, it continues down the column.
THanks
Darla Brown
Re: copy data from excel and enter into smartsheet with multiselect column
If you have the excel value listed out with an Alt+Enter character between each value, it will translate correctly into Smartsheet as your listed values.
Excel: (all in one cell listed as below)
One
Two
Three
Smartsheet:
Sandy Drew
Re: Conditional unique KEY generation ?
You will need to insert an auto-number column (called "Auto" in this example) that has no formatting applied to it.
Then in a text/number column which will become your new "unique id" column, you would use:
=IF(REQ@row = "No REQ", "No REQ_" + RIGHT("00" + COUNTIFS(REQ:REQ, @cell = "No REQ", Auto:Auto, @cell <= Auto@row), 3), REQ@row)
Paul Newcome
Re: April Question of the Month - Join the conversation and receive a badge
One of my favorite items on my desk is a necklace from my kids. It hangs on the corner of my monitor so I can always see it.
Sandy Drew
Re: Sheet Summary Report - does not include all columns from source sheet
Hi @Wade2 Mattinson ,
a report from a sheet can be created either as row report, or as sheet summary report.
You are asked about the type, when you create the report.
only the row report allows you to access all columns in your sheet.
Summary fields are separate cells in the same sheet to be found on the right side of the smartsheet window under βSheet summary reportβ.
Hope this helps
Stefan
Stefan
Re: Can i able to remove this new button from dynamic view
The "New" button allows your users to create a new record. If you do not want them to have that capability, go into your settings under the General tab and change the New Item Submission selection to Do Not Allow. See the screenshot attached.
Sandy Drew
Re: Update multiple column dropdowns on one sheet, from one source sheet using Bridge
@jessica.smith Thanks! I successfully used #3 above. I'll create a junction if I ever need this to be a permanent solution but you're right that #3 was great.
Thanks for your help in not only fixing my problem, but helping me understand it better!
NeilKY
Re: Month from Date
You're right, Smartsheet doesn't seem to recognize =TEXT like in Excel. A workaround would be something like this:
Change your column from [Start 1] to whatever the name of your date column is.
=IF(MONTH([Start 1]@row) = 1, "January", IF(MONTH([Start 1]@row) = 2, "February", IF(MONTH([Start 1]@row) = 3, "March", IF(MONTH([Start 1]@row) = 4, "April", IF(MONTH([Start 1]@row) = 5, "May", IF(MONTH([Start 1]@row) = 6, "June", IF(MONTH([Start 1]@row) = 7, "July", IF(MONTH([Start 1]@row) = 8, "August", IF(MONTH([Start 1]@row) = 9, "September", IF(MONTH([Start 1]@row) = 10, "October", IF(MONTH([Start 1]@row) = 11, "November", IF(MONTH([Start 1]@row) = 12, "December", ""))))))))))))
ToddU
Re: Task totals across multiple plans & within a set timeframe
Hi @melissalk
Glad to hear that you figured it out.
I created a solution that automatically shows the task counts by department for the last 3 months, and it dynamically updates each month without any manual editing.
How it works:
πΉ Summary Fields (used to define date ranges for each month):
These are created in the summary section of the sheet to act as reusable date boundaries:
- 3 Month Ago Start
=DATE(YEAR(TODAY()), MONTH(TODAY()) - 3, 1) - 2 Month Ago Start
=DATE(YEAR(TODAY()), MONTH(TODAY()) - 2, 1) - 1 Month Ago Start
=DATE(YEAR(TODAY()), MONTH(TODAY()) - 1, 1) - 3 Month Ago End
=[2 Month Ago Start]# - 1 - 2 Month Ago End
=[1 Month Ago Start]# - 1 - 1 Month Ago End
=DATE(YEAR(TODAY()), MONTH(TODAY()), 1) - 1
These date fields automatically calculate the first and last day of the past 3 months (accounting for different month lengths, including February).
Department-Level Formula (in the sheet)
Each department row uses a formula like this to calculate the number of tasks that overlap with the target month:
[3 Month Ago] =
IF(Department@row = "Year / Month",
YEAR(DATE(YEAR(TODAY()), MONTH(TODAY()) - 3, DAY(TODAY()))) + " / " +
INDEX({12 months of the year : Month}, MOD(MONTH(TODAY()) + 12 - 4, 12) + 1),
COUNTIFS({Task Name}, ISTEXT(@cell),
{Task Type}, "Task",
{Actual Start Date}, <=[3 Month Ago End]#,
{Actual End Date}, >=[3 Month Ago Start]#,
{Department}, Department@row)
)
- If the
Departmentvalue is"Year / Month", the cell returns a label (like"2024 / December") to show at the top row for charting. - Otherwise, it returns the count of tasks that:
- Are text-based (i.e. actually exist)
- Are of type
"Task" - Overlap with the date range for that month
- Belong to the current department
The same logic is applied to [2 Month Ago] and [1 Month Ago], using the corresponding start and end fields.
{12 months of the year : Month}
To display in a dashboard:
- The top row contains
"Year / Month"in the Department column, which outputs the label for each of the 3 months (e.g.,"2024 / December","2024 / January"). - The rest of the rows are department names (e.g.,
"Editorial","Design") and show task counts per month. - This structure can be used directly in a line or column chart.
Let me know if you'd like a copy of my template β happy to share!
