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Linking my pacing sheet to a dashboard - if the date column is Today, return the total hours for the
Hello, I am trying to set up metrics for a lab testing schedule. I have created a pacing sheet which is set up to show how many hours of testing each analyst is assigned that day. The left column is the date, and the column next to it is the total hours assigned for the day. I would like my dashboard to show the total…
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Automate Parent Status Rollup based on Descendants' statuses
Hi folks — has anyone figured out how to enable users to update statuses manually for child rows, and then have the parent rows’ status update automatically? There are multiple levels of hierarchy. For example, I have three statuses that a child row can be; In Progress, Not Started, Completed. I have figured out the…
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Search - Default Location
Is there a way to adjust the default location to "everywhere" instead of "Current Sheet" when searching using Cmd+Shift+F on Mac?
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How to calculate count in one column while considering parameters/criteria from other columns?
I'm looking to see the number of projects in each status bucket - completed, in progress, not started - but only for certain criteria. First, I only want to count the statuses for projects with a start date after 4/1/2025 (listed in the Sponsorship Start Date Column). Second, I only want to count the statuses for projects…
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Return a value based on multiple criteria in two sheets
I am looking for formula which returns a value from a single column based on multiple criteria in two sheets. So from source sheet I have a due date column I want to return to destination sheet based on the following criteria. Destination sheet - needs Due date based on State, Grade Band, Grade, Topic # Source sheet has…
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Assign Projects in a Rotation Based on Category
I need to be able to automatically assign projects to two individuals (1:1 ratio) based on a specific category of contracts. For example, if a lease comes in that needs to be reviewed, it would be assigned to one person and the next lease would get assigned to the second person. I have a list of about 8 different…
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Way to copy proofs to another sheet?
Hi there! I am very new to SmartSheet and trying to get the absolute most out of the platform. I am hoping to create a workflow that, when a proof is added to a row, the row is copied to another sheet with the most recent version of the proof attached. I know that this can be done with regular attachments, is there a way…
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Dashboard Update Automatically Daily
Hello, I'm having issues with a dashboard I have set up, not updating information from a sheet until that sheet is opened/refreshed. I currently have a sheet with rows of names and corresponding dates; basically, shift schedules by day. I then pull whatever names correspond to today's date into a sheet summary and have a…
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Count Filtered Data
Hello, I have a sheet with company names and a project status (approved, not approved, etc.). I want to be able, in a different sheet, count the number of times a company appears with a status of approved. Company Status Company Number of Approved Company A Approved Company A 1 Company A Not Approved Company B 2 Company A…
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Use a cell formula to pull the most recent information entered on one sheet to another sheet
Hello. I am interested in using a cell formula to pull the most recently entered information from one sheet to another. The destination sheet would almost act as a report and would only display two pieces of information - the "Team Health" and "Internal Update". The reason I would like to do this is to ultimately "link…