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Re: Looking to count how many 'scheduled' statuses we have in 2023 by month.
You should have a {Cross Sheet Reference} for that last range.
Also looks like you may have an issue with your quotes. See how some are straight up and down ("NSP") and others are slanted (“Scheduled”)? The slanted ones are called "smart quotes" which (ironically enough) are not recognized as valid characters in a Smartsheet formula. You will need to retype them here in the Community, directly in your sheet, or in a text editor such as Notepad (not Word).
Paul Newcome
Re: Editing Start & End Date w/dependencies enabled
@Paul Reeves Only work around I can think of is that there is a Smartsheet add-on sold by one of my partner firms that can be used to change those columns via a formula.
You would then have a column called something like "Start Date Update" and the add-on would take that value and insert it into the actual Start Date cell. You'd have to refresh the view to then see the new date.
Darren Mullen
Re: How Can I use data mesh between two sheets in a push and pull way?
What if you just had all of the individual sub sheets and then rolled them up in a report?
Sticking with your existing structure, it sounds like you have an ideal use case for the premium add-on Dynamic View.
Paul Newcome
Re: How do I create a report where "Assigned to" = "Current User"
Glad it helped!
(I literally asked my co-worker the same question 2 weeks ago so it was fresh on the brain) :)
How do I create a report where "Assigned to" = "Current User"
I have followed the instructions here:
But, I don't get a "who" option when building a report. How can I dynamically adjust a report to show tasks for the logged in user?
thanks in advance
Re: Nested IF Formula
See if this works for you. This ignores the days and year and simply matches the quarter based on the month.
=IFERROR(IF(AND(MONTH([End Date]@row) >= 9, MONTH([End Date]@row) <= 11), "Q1", IF(OR(MONTH([End Date]@row) = 12, MONTH([End Date]@row) <= 2), "Q2", IF(AND(MONTH([End Date]@row) >= 3, MONTH([End Date]@row) <= 5), "Q3", "Q4"))), "")
Carson Penticuff
Re: How would I skip parent rows in a column formula?
It is possible to have separate calculations run on parent and child rows. You would include the parent row formula in the 3rd portion of the IF statement from above.
=IF(COUNT(CHILDREN()) = 0, original_formula, parent_formula)
Paul Newcome
Re: Drop down list from another sheet
Why is this not a basic functionality of Smart Sheets? Similar apps have this out of the box. What good is a database if you can't easily reference information in other locations?
Re: Dynamic Drop-Down
For people curious about how to approach this using Data Shuttle, here's something that worked for me after experimenting with the stuff I was reading in these forms.
You will need to create two automations, one Offload Automation and one Upload Automation:
Start with the Offload Automation:
- In the Source step, start by selecting the sheet that contains the column values for which you looking to create a dynamic list.
- Then in the Target step, select "Smartsheet Attachment" followed by the same worksheet as step one. Choose whatever name you would like for the title, and choose CSV (Include headers if you want, you'll just have to remember they are present in the file)
- In the next step, apply Filters if needed. I just left this field blank.
- in the Mapping section, I removed all columns besides the one that was meant to populate the Dynamic Dropdown.
- Schedule the automation to run as frequently as you would like, this will determine how often your Dropdown is updated as new data comes in. Lastly, Name your automation.
Now onto the Upload Automation:
- Start with the "Source Location" as "Smartsheet Attachment", select the same file that was used in the Offload Automation step above. Choose attachment based off "Most Recent". If you kept headers, check the box stating so (data still starts in row one) If you choose CSV in the Offloading step, the delimiter will be commas.
- In the Target section, select the smartsheet that you wish to have the Dynamic Dropdown in. Then select "Update dropdown choices for the selected column"
- Add Filters if needed.
- In the Mapping step, have the column with the desired dropdown options mapped into the the Target destinations dropdown column.
- In the next section, select Run on Attachment
- Add an expression if desired.
- Name your automation and test it out! The Upload automation wont run until the Offload automation has occurred so you might want to run it manually once for testing purposes.
Re: August Question of the Month 💭 Join the conversation and receive a badge!
Aside from my colleagues and searching online (including here), I actually find chatGPT to be a good resource when I'm stuck on formulas!