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Community Category: Best Practice
Welcome to the Best Practice Category in Community! With so many great discussions happening we see incredible solutions being built out by our members. This category is a place to find creative solutions, tips and tricks, and best practices. The Smartsheet Community Team will collect nominated posts and put them here in…
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Speedometer Chart: Core Product
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
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When to use = and "" in COUNTIF formulas
I came across some weird COUNTIF functionality recently in one of my duplicate check column formulas. I wrote some exploratory formulas and wanted to share! Key Takeaways Numbers with leading 0s requires both = and "" Regular text requires "", but = is optional Regular numbers do not require = or "", but work with one or…
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Keeping Separators in Numbers When Joining / Concatenating
I have had quite a few use cases where I needed to use a formula to calculate an amount or amounts then join that amount into a text string, but when you do that, you lose your separators. If you want dollars, you also end up with no cents or single digit cents which can look a little wonky. The below formulas can…
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If are unable to login to Community due to Human Verification Failing (Cloudflare)
In our corporate environment on VPN, we cannot log into the Smartsheet Community Platform/Community Forums because the "Verifying that you are human" step fails. We get stuck on that screen indefinitely and I PROMISE I'm not a robot ;) (wink wink) If you're reading this and it happens to you, do this to get around it: Only…
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How to explain Smartsheet?!
Please check this video it can help you to position Smartsheet in your company all credits to . Cicero. The video is generated with GoogleNotebook its awesome i think. We explore why thousands of organizations trust Smartsheet to manage work smarter, not harder. 💡 Key Takeaways: Smartsheet goes beyond spreadsheets it…
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Controlling record visibility in reports using Smartsheet Groups
This solution allows you to combine the "Current User" filter and Smartsheet Group membership to filter records based on who is a member of a Smartsheet Group. Solution overview Python Create scheduled task to run daily Python script that pulls all Smartsheet groups and group members and saves as CSV on SharePoint site.…
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Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
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Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
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Calculating Quarters with a Start and a Finish date
I searched the community and did not see a formula that calculated Quarter based on a Start and a Finish date while also accounting for cases where the year for the Start and Finish date differ. The formula below handles that. A few notes … It assumes that Finish is always >= Start. The entire formula is wrapped with…