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Flagging a Date 30 days past due?
I have a sheet with the following columns: Last Updated: date in which a customer profile was last edited Next Review Due: a date calculated as 4 months after the Last Updated Date -- this is the time at which an account team should review the customer profile data to ensure that it is still up-to-date and if any changes…
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Can I create automated survey feedback to a user in Smartsheet
I'm new to using Smartsheet and I'm trying to design a survey with automated feedback to the user. I'm wondering if Smartsheet has the capability to do this. Here is an overview of what I'm trying to do. I have created a survey that will be going to out to certain company branches. The survey has 10 sections with a pass/no…
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if and blank
Hi, I have a date that a survey was completed and a date that someone has contacted a customer and I'm looking to create a formula that highlights if the response date was over 3 days ago AND there has not been a successful call (the contact date column will be blank) then mark this as red, if the response data was over 3…
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Nested IF statements
Can anyone assist me in where I am going wrong? =IF([GEAR.]@row = true, [C/N SQD]@row, IF(LTG@row = true, [C/N LIGHTING]@row), IF(AND([GEAR.]@row = true, LTG@row = true) = true, [PROJECT TOTAL]@row)) If checkbox1 = true, set value to cell 1, if checkbox2 = true, set value to cell2, if BOTH checkboxes = true, set value to…
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Add How Many Names Appear in Column Without Using A Formula Using a Specific Name
I need to track first aid statistics to determine how many employees are responsible for first aid incidents, per month, per location. We have 275 employees and any of those names can appear in the spreadsheet during the year so I don't want to create a formula that will contain that many names. I want to pull information…
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SUMIFS with Multiple Criteria
I have worked up SUMIFS that sums the Final COS for each of main Account Managers individually and for multiple codes in a contracted column that equate to a loss (this worked out fine): =SUMIFS([Final COS]:[Final COS], [Account Manager]:[Account Manager], "Doe", Contracted:Contracted, "not won") + SUMIFS([Final…
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Formula Help
Not the greatest at creating formulas so I am looking for some assistance on this one. =IF(CONTAINS("0", [Product Categories selected]@row:[Keyword field filled]@row), "Complete", "Incomplete") Here is what I am looking to do: If the four columns are all "O" then mark the status of Incomplete but if all four columns are…
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Sumif/Sumifs question
I have a sheet that lists the number of awards that have been issued since the inception of the program. I want to create a report that breaks it out by year, award level (there are 3 different levels), and sum the total of that level. I have it by year, but adding the level I have not been able to figure out. Can someone…
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Is it possible to Sum based off of status change in a different column?
For instance, if I had two columns, one is a number value and the other is a status value. if the status value is red and i wanted to sum just the values of the red statuses, is this possible by using a SUMIF Function. Thanks, Brendan
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Functionality of dashboard with Forms on it
Hi, Created 3 forms for doing employee reviews with underlying grid sheets. 1 form is an Employee Self Review, 1 Form Employee Selection, and 1 Form Reviewer Form. Idea is a employee fills out self review, then sits with manager. Manager opens dashboard, selects Employee from Employee Selection Form, then clicks submit.…
