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Discussion List
Dynamic Reporting for Newly added projects
Hello I am looking for functionality / configuration that will reduce the administrative effort to our portfolio reporting when a new project is added. Today I have to go into every report and manually add the sheets from the project folder to the report in order to keep the portfolio data accurate. My current structure:…
How do I check if something is in another sheet (& check a checkbox if it is)?
I have two sheets: a Tracker sheet & Response sheet. My Tracker sheet has a list of all the people that need to be sent a survey to complete, & my Response sheet lists all of their responses to the survey (each person's responses are in a row). Both sheets have columns with emails in them. I was planning on using…
How to group chart dates by month instead of individual dates
This is what I have started on a dashboard. The horizontal axis are individual dates for projected project completion. I want the chart to summarize by month. I've read through a bunch of posts about creating a helper column that pull the month number, but I am not following how that will translate to the chart when we are…
Multiple conditions withing an IF formula
I am extremely new to smartsheet and I'm having problems understanding the formatting for multiple conditions within an IF(AND()) formula. I want to have a status show complete only when multiple columns are filled in. So far I have the date =IF([Date Complete]@row = TODAY(0), "Complete") The issues comes when I have to…
Create Stacked Bar Chart from multiple columns of a summary report
Hi there, I've been runing around in circles for a while now and was hoping you could help. Here is my issue: I am using smartsheet to do some UATs on a project. I have several test sheets and would like to do some reporting on testing advancement by using stacked bar charts. Agregating all my test sheets into a summary…
Formula to obtain upcoming deadline
Hello! I am working on getting a widget on a dashboard to show the next upcoming deadline, automatically pulling this information from the below sheet, analyzing the 3 date columns. I've tried several COLLECT formulas but nothing seem to work. Any ideas?
Networkdays Formula showing -2 days.
I created a Network formula to account for the number of days between when a form is submitted versus when the form request is "approved" via smartsheets. When a row is approved it records the date in a separate column. However, the formula for Network Days when I approve the row on the same day is showing -2 Days. Any…
Baselines
Hi there, I have a query that I'm hoping someone will be able to help with - when adding a new activity to a project plan how do I ensure that the variance is tracked without resetting the baselines for the whole project? I am finding that if I add a new activity its baseline start and finish are not automatically…
Adding parent rows and subtasks with a form submission.
I would like to add subtasks automatically from a form submission. The scenario is, we have requests coming in with a number of details for the overall request (due date, project title, etc) but each request has up to 10 tasks associated with it (but they are always different) - is it possible to have a form automatically…
Update request for cells with cell formula
Hi Smartsheet Community, I'm trying to automate an update request for a daily form submission. The data are entered to the source sheet from the form and I've used cross-sheet formulas to pull the data in the the format needed for the document builder sheet. However, when I run a test Update Request for empty fields in the…
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