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Verification with Multiple Cells
Hi! I'm not sure this is even a thing, but I'm newish to Smartsheet so figured it couldn't hurt to ask. I pull transaction reports from our accounting system, and need to verify that the person who made the purchase used the correct ID. Here's an example. I need to verify that the name in the Employee Name column matches…
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If And Formula including dates and isblank
Hello, I am trying to create a formula that will flag the column Delivered Out, if the On Hand Inventory is equal to 0 and the Date Delivered is today or in the past. Both conditions must be met so if On Hand Inventory or Date Delivered Out is blank, it does not flag Delivered Out.
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Timeline
I took the action plan attached my coworker gave me and worked on building a timeline chart. After a lot of research and testing, I learned that Smartsheet doesn’t currently support this kind of detailed Gantt-style visualization with actual dates on the X-axis, mainly due to limitations like too much data and lack of…
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Auto Populating Columns
Hello, I populated the Risk Columns and Task Health Column in this example manually. Is there a way to accomplish this automatically based on the Internal/External Column, Due Date and Status Columns? Additionally, is there a way to remove the Risk flags from the header row in green? For instance: If I select "Complete" in…
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Automate Date Fields
I have reoccurring tasks that have start dates and end dates. What I would like to do is after the status changes to completed, then automatically change the date fields to the next occurrence. For example: I have a task that has a start date of 7/1/25 and an end date of 7/10/25, and that task reoccurs quarterly. Is there…
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Sorting by Months
I have entries in a sheet that include a date that is in the past. There is also a monthyear column used for grouping. I would like to sort the months from most recent to furthest out as they are related to the calendar. What I see is below. I would like July to be first, then June, then May, etc. Thanks! Judy
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Top 10 chart based on most entries
Hi everyone - I'm wanting to create a dynamic top 10 list for a few metrics on a sheet. In summary, we have an issues log. I want to be able to chart the top 10 customers with the most complaints added to the log. As well as the top 10 reasons for the compaints, etc…. Similar to what i would do with a pivot table in excel.…
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Auto Save / Invalid Operations Error.
Hi All, I have been searching community forum to this unsaved issue that I am having with my PMO but no luck so far and appreciate if someone could help me with this. According to what I have observed, the tasks sheet is not getting saved due to which some of the columns on Portfolio / Project Tracking Dashboard (Schedule…
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We have tried several IF(INDEX formulas but keep getting error messages.
We are referencing the sheet below with the “BARCODE” and “PIP” column and placing a checkmark on a separate collection sheet. We have tried several IF(INDEX formulas but keep getting error messages. What we would like to do is check a box on a separate sheet if the PIP is “Red” or keep the box unchecked if the cell in the…
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On-call schedule communication
We have an On-call schedule in which Person A may be on call and ask persons B, C, D, and E to take over a shift. The On-call column is a contact email list. Persons B, C, D, and E will receive an Update Request to identify if they can cover that shift. Persons B and C respond that they can cover the shift. Person A will…