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Re: Automated Project Phases in Resource Management?
Hi @NickSeier
You are correct, currently Resource Management Phases aren't supported through the panel integration with a Smartsheet sheet.
The idea of a formula in a Sheet Summary field to indicate the "phase" makes sense to me - if you need help with the formula please feel free to post in the Formulas topic here in the Community.
If you have a moment, please also submit your feature request to the Product team, requesting to include Phases, by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic. This will allow other users to vote on your enhancement idea!
Cheers,
Genevieve
Genevieve P.
Re: How to manage content calendars in Smartsheet
Thanks @David Tutwiler - yes I did just do a webinar about this! @Kamya Pamnani - the Virtual User Group webinar was recorded and will be posted soon. But I can speak to a couple of your questions here.
For content calendars, I would recommend creating a report that pulls data from all sheets in your Marketing Workspace (or whatever workspace your content projects are in). You can set parameters to only pull certain rows off of your project sheets and then view your report in calendar view. That's what I do for our marketing calendar.
For collaborative content creation, I'd definitely recommend using the Proofing tool. You can turn any attachment into a proof and then have collaborative content on a single proof. Much better than sending a file around via email or IM. You can manage approvals and revisions from the Proof tool as well.
Hope that helps a bit!
Sara_Cook
Forms URL query String, IS there a limit to how many queries can be used?
Hi, I am a novice with Smartsheet, but am learning.
I have a form that I need to pre-populate so we can send it out to technicians to complete a field report.
I can get five fields to populate, but no more than that.
="https://app.smartsheet.com/b/form/d2cda8ab647e4c11b40e503977eb916b?Part%20Number=" + [Part Number]@row + "&Serial%20Number=" + [Serial Number]@row + "&Customer%20Name=" + SUBSTITUTE([Customer Name]@row, " ", "%20") + "&Model%20Number=" + SUBSTITUTE([Model Number]@row, " ", "%20" + "&Install%20Date=" + [Install Date]@row + "&Notes%3A=" + SUBSTITUTE([Notes:]@row, " ", "%20") + "&Test%20One=" + SUBSTITUTE([Test One]@row, " ", "%20") + "&Test%20two=" + SUBSTITUTE([Test two]@row, " ", "%20"))
Any ideas?
Thank you,
Clint
cjg
Re: Dashboard Charts - Secondary Axis, additional data points, target line
I am responsible for KPI reporting within our company. Many of our KPI graphs are to be represented as bar charts. As each KPI also comes with a target I want to have the opportunity to add a horizontal target line. This is quite a common practice but as far as I can see not supported!?
Please add this as an option as I am quite sure I am not the only one in need for this.
moose
Re: How to fix "Smartsheet app only" displaying in Published Dashboard
Glad it is working for you now.
In the future, it could also be the report filter itself. Even if the widget is set to "last widget editor", if the report is filtered by current user, it could cause the same issue.
Paul Newcome
Re: Delimit Date/time in a match/index function
You would have to convert them into a numeric value on the source sheet. There is a RIGHT function, but we don't need it here. The below should work for stripping the $ and "USD" out and leave you with a numeric value.
=VALUE(SUBSTITUTE(SUBSTITUTE([Column name]@row, "$", ""), "USD", ""))
Paul Newcome
Re: Registration now open! ✨ Join us for ENGAGE 2023: Potential unlocked
I see what you did there with "I cannot wait to engage" 😉 Can't wait to party with you!
Alison C.
Re: Excluding Weekends from Date formulas?
Okay, I think I get what you are saying now. These two formulas would replace the ones in your screenshots.
=IFERROR(WORKDAY([Start Date]11, -CEILING([Delay (Days)]@row + [Duration (Days)]@row, 1)), "")
=IFERROR(WORKDAY([Start Date]@row, CEILING([Delay (Days)]@row + [Duration (Days)]@row, 1)), "")
Carson Penticuff
INDEX and MATCH across two sheets: a detailed explanation
Hello everyone, would love some feedback on this tutorial.
I was answering a user's question regarding INDEX and MATCH (thread post here), and thought it would be beneficial to share my example to the greater Smartsheet community of how to easily utilize INDEX and MATCH functions to reference cells from another sheet by using a shared "identifier" value.
I couldn't find any sources of a true step-by-step tutorial of how to create sheet references to a second sheet range, then show how to utilize INDEX/MATCH to get the info from those ranges.
This tutorial includes a step-by-step example of how to create one sheet as a "data source" sheet, and a second sheet that's used for a more "public" sort of view. The idea here is for the data to have a "home" on the source sheet and a select set of columns available on the other sheet (useful for sharing when you don't want to share all the data from a sheet).
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Documentation so you can get savvy:
Here's the documentation from Smartsheet for both Index and Match.
Below, I'll try and explain a layman's terms way to do INDEX MATCH - I'd recommend using INDEX/MATCH functions rather than VLOOKUP because INDEX/MATCH functions are more helpful if your data moves around (i.e., if one row gets moved, VLOOKUP can "break").
For your use case, you'll be utilizing what Smartsheet refers to as "Cross-sheet references". You can read about Cross Sheet Formulas (and there's a video) here: https://help.smartsheet.com/learning-track/smartsheet-advanced/cross-sheet-formulas
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Due to limits on characters for posting, I'll add my solution as several responses to this discussion post.
Brett Wyrick
Re: Free Account Editors vs Paid Account Editors
It does appear as if it will only be the two of you that use Smartsheet, you may have been better off on the free plan as long as you only needed the two sheets. The free plan allows for the two users to be Viewers or Editors, whereas the Pro plan requires each Editor to have a license. It does seem odd that upgrading to Pro would actually limit your ability to use the tool the way you were on the Free plan, and I thought that must be incorrect. However, the following link does appear to confirm this is accurate:
Maybe someone else will chime in and explain something that both of us have missed.
dereksemmler