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Need Resource Deficiency Formula corrected
Hi there, Im wanting to track resource deficiency on my projects. I'm using Capacity planning templates for smartsheet and the deficiency formula is not giving me a correct formulation. Given that Total project Demand (HRS) = Sum of all hours per week from Level of Effort column Utilization Rate is Level of effort…
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2 Part Question on Averages & Calculations in Reports
Hi folks, 2 part question: here is that when looking at individual rows in a Report, the calculations are correct for representing % difference between two #'s as seen below (difference between A and B = C). For example in the green boxed check-marked area you can see that the calculations make sense as would all of the…
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LOOKUP with 3 criteria in different sheets
I have a "template A" where we collect all the PO numbers by different Country, Vendor name and Payer. In "template B" I want to create an automatic search function for the corresponding PO according to information in the 3 cells of the columns Payer, Country and Vendor. I understand that it would be the equivalent to…
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Creating sheet for only assigned individual based on master sheet
Hello, I have a sheet which contains a combined view of Account Name and their assigned Accountant. The sheet has multiple rows and each Accountant can show up multiple times assigned to different clients. What is the best formula to use so that I can create individual data sheets for each Accountant that will only pull…
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Auto populate a contact cell but still with overwrite capabilities
Hello, I am trying to "suggest" a contact in a contact list column but can't find a way to automatically populate a cell while still having the ability to overwrite it later if that suggestion is not correct. So I've got a Program column, a Suggested column, and a Assignee column. Program is a dropdown and Suggested…
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Grouping on Reports - Source Column is Dropdown List with Multiple Values allowed
I am creating a Report where once I apply my filtering, I need to be able to Group my results based on specific criteria. One of those criteria comes from a source column in a sheet where the column is a Dropdown List that is allowed to have multiple values selected. When I create the Report, the column with the…
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Formula for calculating overlapping dates for approval tasks
I am trying to find a way to properly calculate how long an approval takes from an outside source. Is there a formula or a workflow that can take overlapping dates and give the correct answer? I also need the formula to be able to update if the initial start date gets pushed out. I have attached an image of the date…
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Complex Smartsheet Formula Help - Duplicate Entry Searching
I'm working on a sheet that logs employee FTE changes across various grants. Over time, one employee might accumulate several changes across different grants. The sheet columns are as follows: Employee Name, Grant, Name, Previous FTE, New FTE, Approval Status, and Record Status. If two or more records are referencing the…
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looking for an index match formula that contains part of a name
I have scoured the community and find things that are close but don't work for my scenario. I am trying to pull in the completion date for class attendance based upon matching email addresses for classes that contain a descriptive word. For example, what is the date that Pig 1 completed the Bricks and Mortar class without…
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COUNTIFS with NOT Logic
Hello everyone, I have a sheet that summarizes the data across our portfolio. There are three columns I want to use in my COUNTIFS function: Core Assignment, SLT Flag, Status. I want to count all the projects that equal the core name, have the flagged checked, and status is NOT in Completed, Cancelled, or On Hold. The…