Best Of
Re: Text to Date
@Meredith Rhodes This is actually a bit different from yours.
We do pull the RIGHT 4 for the year, but then we use a LEFT function to pull the left characters with the FIND telling us where to STOP for the month number.
Your formula has a few misplaced parenthesis, but even then we would have a few issues because it is looking for a day value.
What we did above in the working one is essentially
=IFERROR(DATE(yyyy, mm + 1, 1), DATE(yyyy + 1, 1, 1)) - 1
We use a DATE function and add 1 to the month number. Of course this will error out for December dates because there is no month 13. So we use an IFERROR to bump it to January of the following year. Both DATE functions will output the first of the next month so that when we subtract 1, we automatically have the 28th, 29th, 30th, or 31st as needed.
To add a year to the output, we would add one year to both DATE functions.
=IFERROR(DATE(yyyy + 1, mm + 1, 1), DATE(yyyy + 2, 1, 1)) - 1
Paul Newcome
Typo in the "join the conversation" button
Hi @Arsineh ,
I just tried to join the conversation on STEM education but nothing happens when I press the "join the conversation button"
I just checked that the the button directs to: "hhttps://community.smartsheet.com/discussion/111443/join-the-conversation-on-stem-education-and-help-nurture-the-next-generation-of-visionaries/p1"
there is too much h at the beginning :)
Regards,
Tomasz
kowal
Re: How are you documenting your processes and workflows for training/reference?
We subscribe to Tango and LOVE IT! Its a plug in on my browser so whenever I want to document the steps for a process, I just click the button and it starts documenting each step as I do the actual work. Then you close out of it and it saves it so you can make edits to it and add verbiage for each step, etc.
Here is an example of what it does:
Re: How are you documenting your processes and workflows for training/reference?
Hi Kristen,
Currently we are using Smartsheet & Visio to document our Smartsheet Solutions. Something we are discussing after attending Smartsheet Engage23 is utilizing the sheet summary to outline and document the technical specifications of our sheet.
Another option we are looking at is creating a Solution Setup Dashboard. This will contain all the information surrounding the solution. I am attaching an image of one I am currently designing to give you an idea. Depending where we decide to store the Setup Dashboard (in the solution workspace or in our Smartsheet Solutions Workspace will depend on if a link to the workspace is included.
Marlana K.
Re: recurring annual reminder - contract renewal
@Dhoke you can use that automation for the column you want to run it in. Just build a formula for the date in that column. For instance, if you have an Initial Date column and a Run Date column being the execution. You can put the following formula in the Run Date
=DATE(YEAR(TODAY()), MONTH([Initial Date]@row), DAY([Initial Date]@row))
Eric Law
Re: Moving completed rows onto an archive sheet automatically?
Sure. You can create an automation for this.
Trigger: When a row is changed, when Completed changes to Checked
Action: Move a row (select the sheet to move it to.)
Re: Formula for Turnaround Time
No worries- I am happy to continue helping, though I do feel like I've hit a roadblock in how helpful I can be...
1) How strange that the IFERROR formula is not accurately addressing your error value. I really have no idea why that is, because I'm using the same formula above and mine is appropriately blanking out the error.
2) Unfortunately, it would be manual to enter in the formulas I noted about since they aren't set up to be column formulas and Smartsheet's current conditional formatting feature is not able to automatically assign specific cell formulas to specific cells based on their parent/child status. (I imagine that might be a hard enhancement for them to accomplish). I also want to note that the colors I used in my previous screenshot are not set-up via conditional formatting - I included that formatting myself for the sake of making it easier to note which formula I have where.
Lauren Dominique
Re: Anyone able to help figure out this formula?
One thing instantly leaps out - the quotation marks around Permanent FT are curved rather than straight. Change the “Permanent FT” to "Permanent FT" .
Try changing this over and see what the result is as the different quotation marks will break things.
Re: Using COUNTIF(S) with RIGHT functionality
Hi @mónicas,
Something like this should do the trick:
=COUNTIF({Record ID 3}, RIGHT(@cell, 3) >= 100)
Hope this helps, but if you've any problems/questions then just post! 🙂
Re: Share Dashboard
Ahh, very interesting. Thanks for clarifying this. In this case, I do believe the students would need to make a Smartsheet account, or else Smartsheet would not know how to match them to the Contact column in order to display the rows of the current user.
To your second question: When you share a Dashboard with someone, they can only see the data presented in a widget if they have access to an underlying report. Otherwise, they would see this message for any widget to which they don't have at least viewer access to the source sheet:
One way around this may be to create a Dashboard with a filter (unfortunately this is where my expertise ends - I only recently learned about this at ENGAGE 2023 and have not yet had a chance to dig into how it's done and implement it in my dashboards). But, from what I saw, I do believe this could be a viable solution for what you need to do. If I recall correctly from the demo session I attended at ENGAGE, the filtered dashboard uses a form to select the filter. So, you'd have a form of all your students names, and the data displayed on the dashboard would change based on which student is selected (so, it would sort of work like your "current user" view, except the students wouldn't have to have a Smartsheet account to view their data). I know the demo also included a title field so you could see what filter was applied to the dashboard, so that would solve your need for wanting the name of the student at the top of their view.
If this works the way I think it would, I believe you could still publish the Dashboard in "View Only" mode, thus saving your students from having to make a Smartsheet account, and not have to share them to all the underlying sheets. The potential downside would be if there is sensitive student information on the dashboard, because there would really be nothing stopping Student #1 from selecting the filter to view Student #2's data.
I'm sorry I can't walk you through the details of filtering on dashboards, but there should be a recording from ENGAGE or you may be able to find someone else on here with that expertise.
Lauren Dominique


