Best Of
Re: Using SUM with child rows
In that case you could use just a single column to indicate child rows and then use a row report grouped by status. Include the Summarize feature to get a count of each grouping in the report then use that report to create your chart widget.
=IF(COUNT(CHILDREN([Primary Column Name]@row)) = 0, 1)
If you drop that formula into a checkbox column, it will check the box for all child rows which you can then use in your report filter.
Paul Newcome
Re: Don't miss these table view updates: performance boosts + new features now live!
Really cool to see what can be achieved with the new Table view over the Grid view.
Will have to wait for a lot of the coming soon features before I can do any switch overs from Grid view first though.
Bligh
Dashboard breaks after removing an Admin (original owner/builder of Dashboard but not current)
We have a Dashboard (several Dashboards that this same behavior happens on) that was built by one person. The Ownership for the Dashboard and ALL associated items (Metrics Sheets, Reports, Source Sheets, etc.) were transferred to another person. The person who built the Dashboard originally (who is no longer the Owner of the Dashboard or any items rolling up to the Dashboard) is removed from access and most of the widgets break. If the person who built the Dashboard widgets is added back, it restores. They are removed, it breaks.
In the past when this has happened, it's just prompted the new owner to take ownership of the widget and it works. Now, it is asking for that entire widget to be rebuilt.
This HAS to be an issue - there is turnover for EVERY SINGLE customer of Smartsheet.
Attached screenshot shows the errors that are shown on the Dashboard when the original builder is removed from access.
I have a support ticket put in, but the Community is usually quicker and better at responses. :)
Re: Capturing Cost Savings by the month
Ok. So to get the chart based on "Current Year" and showing a single column for every month Jan - Dec and adding up the appropriate amounts based on start and end dates, here is what we need…
In a separate sheet, put the month labels in the Primary Column.
January
February
March
so on and so forth
The next column will be a text/number column called "Month Number", and you will manually enter the month numbers.
1
2
3
so on and so forth
Then you will have a text/number column formatted to show currency and using this column formula with cross sheet references:
=SUMIFS({Monthly Savings}, {End Date}, @cell >= DATE(YEAR(TODAY(), [Month Number]@row, 1), {Start Date}, @cell <= IFERROR(DATE(YEAR(TODAY()), [Month Number]@row + 1, 1), DATE(YEAR(TODAY()) + 1, 1, 1)) - 1)
You are also going to need to use one of the various solutions for keeping the TODAY() function up to date. My personal preference is to insert a dedicated date type column and have a record a date automation running daily and recording the date in this dedicated column.
Paul Newcome
Re: Automation to send Reminder @ 60d, 30d, etc
The helper column may not be needed depending on exactly when you want to trigger though. If you set your trigger to be date based, you can set it to "Run Once" and change the "on" to one of a handful of more common selections including 60 and 30 days before a certain date field. The helper column comes into play if you need something a little less "standard" such as 10 days or specifying working days.
Paul Newcome
Re: Automation to send Reminder @ 60d, 30d, etc
Thank you @Paul Newcome and @Nitish K! I was hoping the automation wouldn't need a helper column but looks like that's all I can do. Appreciate you both!
Re: How To Share Dynamic View With Assigned Users
@RanaM The banner you showed on the share settings screen tells you what you need to know. Your Smartsheet account isn't part of the organization that owns the Dynamic View.
Darren Mullen
Re: How do I sync a Dataverse table with my Smartsheet data?
Hi @Ryan Rubens!
I haven't personally worked with Dataverse tables before, so I can't speak to the specific mapping requirements for that tool. However, I found some resources regarding the Smartsheet integration with Power Automate that might be helpful for you:
- Microsoft Power Automate | Smartsheet Marketplace
- Smartsheet Connector Documentation | Microsoft Learn
Since your question involves specific logic configuration within the Power Automate environment, you might also find more specific answers in the Microsoft Power Automate Community.
Hopefully, other Smartsheet Community members who have experience with Dataverse can chime in with their advice as well!
Cheers,
Isaac.
Isaac A.
Re: Name changing
On your beautification note- I get the same thing with my notifications. I have to pare down the columns from "all fields" to "specific fields" and then things are easier to read:
Eric B.
Re: [UPDATED 2025] Start Your Community Customer Journey Here!
I'm loving the updates! I know I asked the question on another discussion about the champion being a pre-requisite to becoming an Overachiever. This image makes it seem like that's the case 😊
Akblevins

