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Archived 2017 Posts
Archives for October 2017
Discussion List
How Do I create a value based on a date or date range?
I have a due date column that I am trying to return a specific value from.My fiscal year runs from 10/1/17 through 9/30/18. Is there a formula that I can write that would pull the fiscal year and month and put that in a cell based on said due date? So if a due date is say 12/14/17, I would like it to say Dec FY18 in that…
How to auto-refresh the datamesh vlookups?
Hi EVeryone- I have a sheet which contains the lookup values to my master sheet, and I have created a few datamesh lookup rules which works well, but if a new row gets added to my master sheet, I need to go to datamesh website and refresh the rules my self. Is there anyway I can automate this so everytime I dont have to go…
Autofill formulas from adding a new Card
I find the value of Smartsheets to be the card view. I almost exclusively work in card view, and routinely add new items by adding new cards. There are several fields that contain formulas. Until today, adding a new card seemed to add the row appropriately at the bottom of the sheet, inheriting formulas. However, i'm…
Approval set up
I'm trying to set up approval emails to go to specific department leads after another box has been checked as reviewed. Process: 1.) I apply for a position. I select my position from a dropdown, say "IT". 2.) HR gets an approval email. They review my application and click approve. 3.) An email is automated to the IT…
Gantt View - % Complete Column
I've noticed that to have the "% complete" column value show up graphically within the Gantt display, the "% complete" column MUST be a free-form entry field. I have another sheet column that uses the "Progress Bar" type. I was hoping to make the "% complete" column calculated based on the value within the "Progress Bar"…
Duration Calculation not accurate on my sheet
Duration column on my project includes Hours and Days depending on the task. However, the duration count is inaccurate.
Smartsheet needs to have differentiation between a "text" column type and a number
When integrating data in other apps and programs, the data type is critical. Additionally, We need to be able to lock out the data type in the entry. I should not be allowed to type text into a date field or text into a number field. etc. This will enhance the reporting and BI usefulness of this tool.
Formulas using dates
Good Morning! I am looking for a formula that will determine a specific date. I have a column "A" with a specified date and I need to set an alert or notification to be sent 45 days before that date. Is this possible? Thank you!
Project Resource View -- Question about %s
I just started using Resource Management and I'm confused about what the percentages are showing. I may be missing something obvious here! In the screenshot, I have one resource who's assigned to one sheet. But the blue percentage is different from the sheet percentage below it. Why? What do the numbers indicate? I thought…
Cheery picking data from a sales sheet for customer to view
Hello, We maintain orders for customers in a sales sheet, the columns look something like this; Order Number Customer name Description Manufacturer Order Status Ship Date Delivery Date Sales Value This is our master sheet. So to update our customers we have to look at the sheet and email them important information from it.…