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Re: Dropdown in Report
You are able to edit drop-down lists from Reports, however I have seen this behaviour if the type of drop-down column is changed in the sheet without then updating the Report.
For example, if you set this up to be a single-select drop-down column, then created the Report, and finally adjusted this to be a multi-select drop-down column in the source sheet. In this instance, the column is a different type, so the Report is unable to recognize it and you won't be able to edit cells.
Is this possible, could you have changed the column type after creating the Report?
To fix this, try removing the column in the Report, then re-adding the column to see if this resolves the issue!
For an explanation of this behaviour, please see the very last bullet point in this Help Center article on columns in Reports, here.
Let me know if this works!
Cheers,
Genevieve
Genevieve P.
INDEX/Match, to not display "#NO MATCH"
=INDEX({ Range 1}, MATCH([Column0]19, { Range 2}, 0))
How can I get this to NOT display "#NO MATCH" if there is no match?
Mtmoroni
Re: I need help implementing the "OR" function for a SUMIF scenario
See below proper syntax for using the OR() function
=SUMIF([Approval Status]:[Approval Status], OR(@cell = "Approved", @cell = "Exception Approved"), [Total Deal Value]:[Total Deal Value])
Leibel S
Re: Badge Inquiry
Hi @Bobby Kennedy,
These badges will be assigned in the next few days, so you should be able to see it on your profile soon!
Rebeca S.
Re: Select specific person/email as the name for automated alerts
Unfortunately, the proffered solution only only changes who is listed as sending the email. The email headers still include a Reply-To field for the sheet owner. This addresses the concern of Smartsheet notifications looking like spam but does not really help the original issue of people responding to the sheet owner and not the right people in the organization. We need the ability to specify the reply-to address.
katheride
Re: Automations: include attachments
Hello everyone,
I discovered a type of work around that may assist others that want all attachments for a row to be sent out with an alert even when the attachments were linked to the row at different times by different users.
My workflow (automation) contains update requests that retrieve attachments from multiple users and once complete a document (PDF) is generated. I needed all the attachments + PDF to be sent to the affected users in (1) final email. We accomplished this by creating a 2nd sheet and once all the operations were complete on Sheet 1 we created an automation for when the last attachment was added (Generated PDF) it triggered the row to be copied to the 2nd sheet. Then on the 2nd sheet another automation was setup to be triggered upon attachment "added" and to alert users and include links to sheets (and attachments). It seems Smartsheets sees the copied row to sheet 2 as having new attachments and thus an email alert is sent including links to all attachments in the row! 😊
I hope this helps someone as it was frustrating for me while trying to design my Change Order work flow and not having the ability to include all row attachments in the alert if they were added at different times.
Have a great day!
Nicktbss
Re: How to count date occurrences within a month
Hi @Merritt R,
The criteria should not be in the quotation marks as this will mean the COUNTIFS is looking for that as text, rather than as a function.
However, checking this you'll get an error. You can get round this easily though:
=COUNTIFS({*MASTER TABLE* Range 4},<>"",{*MASTER TABLE* Range 4}, MONTH(@cell) = 9)
Since your relevant values will have both a month of 9 (for September) and not be blank.
Hope this helps, but any problems/questions just ask! 🙂
Nick Korna
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.
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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