Best Of
Re: Portfolio Dashboard - best way to showcase multiple phases within each project
You could use a report to filter projects, group, and/or sort them based on any criteria you can think of, they are extremely adaptable.
The tricky part is how you want to handle projects that are in multiple phases at one point in time. This is a question only you can answer based on what is the most important info to prioritize, but there a lot of options most likely.
Let's say you have 5 phases in your project lifecycle. You could use a sheet summary report which a checkbox (or some other visual) for each phase. Based on the Sheet data the boxes could automatically check/uncheck as a project enters/exits a phase. This report could then be on a dashboard and you could see each project with checkboxes for the phase(s) it is in.
You could use metric widgets to show the number of projects in a given phase, and when you click those you could go to a report that lists them.
Depending on how much complexity there is in your phases (# of phases total, # of simultaneous phases) you could have a report that is grouped by each phase or each combination of phases and lists them. For example it could start with whatever is in phase 1, then phase 1 & 2, phase 1 & 3, etc. This may or may not be practical with the data you have.
So it comes down to what information is important to communicate and then determining how to do so with the tools at your disposal.
Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus
Smartsheet Tutorial Videos: schoolofsheets.com/youtube
Re: Add a formula column to multiple sheets efficiently
Happy to help!
More info on the API.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Andrée Starå
Re: Count if Expiration Date is in the next 3, 14, 30 Days without counting Past Expiration Dates
The easiest way would be to create a helper column for the days remaining until the expiration date and reference that column in the function.
=COUNTIFS({Expiration Date}, <TODAY(3),{Days Remaining}, >0)
MichaelTCA
Looking for ENGAGE Virtual Activities? Find them all here!
Hey Smartsheet Community,
ENGAGE is just around the corner, and there’s so much to look forward to. Not attending? We’ve got you! 😎 We prepared a series of virtual activities for you to join the fun from wherever you are in the world.
Don't Miss Anything
Keep an eye on the Events Topic, the place to be for all things ENGAGE, and make sure to follow the official ENGAGE hashtag, #SmartsheetENGAGE on all of our socials. Don't forget to use the hashtag when contributing to the conversation! Read on to learn more.
ENGAGE Keynote Livestream - Tuesday, Sept. 19 | 9:00AM - 10:00AM PT
Tune in to the day one keynote livestream on the ENGAGE site, or catch it on our LinkedIn or YouTube channels. Can’t make it on time? No worries, you can still watch it later on any of these platforms.
Virtual Booth Games
Do you love playing games and earning badges? Check out the Community Virtual Games Dashboard, full of ENGAGE exclusive games 🤩
Community Feud - Can you guess the most popular answers to each Question of the Month?
Smardoku - Unleash your inner problem solver as you strategically place Community badges to fill the grid. Can you conquer this challenge?
Note: this game requires a Smartsheet license as it creates a sheet in your account.
Smartpardy - Showcase your Community expertise, and compete in the ultimate game of facts and trivia.
Meet and Eat Sessions
The conversations might start at ENGAGE, but they’ll continue in the Community! Share your insights, read the highlights from the moderators, and keep the discussions going on each of the prompt’s posts.
- Prompt 1: Share experiences about driving Smartsheet adoption at your company, including successes, challenges, tips and more.
- Prompt 2: Share how you use or hope to use the Community platform to achieve more, as well as stories about connecting/collaborating with other passionate Smartsheet users at work, at events or out in the wild.
- Prompt 3: Share what part of ENGAGE you would like to take part in the most, and/or positive experiences from years past.
Countdown to ENGAGE
Have you tried out all of our countdown to ENGAGE activities yet?
- Customer-Created Solution Contest - Submit a great solution for a chance to win unique prizes, your very own customer story, and to have it published as a template in the new Template Gallery.
- Smartsheet Travel Diaries - Share a photo from your corner of the world to earn a special badge + participate in a giveaway to win a Smartsheet travel kit.
- ENGAGE Official Playlist - We made the playlist for the event with YOUR suggestions. Have a dance party at home, and share a selfie dancing to your favorite song!
Which of these activities are you the most excited about, and which ones have you tried out so far? Let us know in the comments below.
Rebeca S.
Re: How to pull data from another sheet based on a specific criteria
@ERinaldi So, unlike a vlookup, index will always look at your first column of the range. You will need to create a new range for the index and it should work.
Eric Law
Re: Request an Update Automation
Hi @Dakota Haeffner,
Pending and Complete are the only Status values. A reply is required for a Complete Status.
Ray Lindstrom
Re: Request an Update Automation
The icon itself will only show if there is a pending request. I would suggest modifying your workflow to display the status of the request response in a dedicated or existing column, when you send the update request this column could say something like"Pending", "Sent"', "Update Requested", etc. I would also add a way for the user to indicate no change is needed, so they could either update their info or do something simple like check a box that shows they received the request and nothing is needed. When any of these changes are made you can kick in another update cell automation to change the Status column to something like "Complete", "Update Received", etc.
Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus
Smartsheet Tutorial Videos: schoolofsheets.com/youtube
Re: Add a formula column to multiple sheets efficiently
In that case you MIGHT be able to use the API. Otherwise you are looking at a manual process.
Paul Newcome
Re: Add a formula column to multiple sheets efficiently
I hope you're well and safe!
The premium app Control Center would be the best solution, but all sheets would have needed to have already been provisioned.
What I'd recommend is setting up the formulas in one sheet and then adding a special character before it so it's not active and then creating a report and copying/pasting it and then user Find/Replace on the special character so the formulas activate, but you'd unfortunately would have to right-click and activate the column formulas manually, or maybe use the Smartsheet API instead or a macro engine.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Andrée Starå
Re: Automation Question
Hey @Kris Peeters,
Can you add a snapshot of your automation?
My guess is that you didnt set a condition for which rows it should send.
When you set an automation to send when row changes, you also need to set a condition under it so it will only sent rows that are within this condition.
Hope that helps.
Itai Perez