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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

DASHBOARD SHARING
Can we share our dashboard with anyone who does not have smartsheet account and does not need to sign in to see the report dash board? I am making Dashboard that anyone can access it with the link I gave it to them but the problem is it ask users to create the smartsheet account. How can we change that so that we do not…
Smartsheet file shorcuts
Hi there, Does anyone know how to pin shortcuts for specific Smartsheet files to Google Chrome? Essentially, I'm after the quickest way (minimum number of clicks) to open specific Smartsheet files. Thanks, Paul
symbols - words showing not colour
Hello please can someone help with formatting? I can't understand why the word Grey is showing rather than the symbol? I've selected the set for the 4 colours from the symbol menu for the status column and created the below formula =IF(Status15 = "Complete", "Green", IF(Status15 = "In Progress", "Yellow", IF(Status15 =…
Gantt chart timeline settings
I have admin access and have set the Gantt settings on a particular sheet to Primary heading: Months Secondary heading:Weeks I have shared the sheet with another user and given them Editor - can share permissions but they are seeing a different view on the Gantt chart. Why is that? What do I need to do for them to see the…
Sum values from column based on criteria
Hello, I am trying to sum values from a reference sheet based on common criteria. However I am running into either "#INCORRECT ARGUMENT SET" or values that are not the exact sum as expected. My idea is to SUM the values from the attached request sheet (column 12), into the corresponding rows (column SUM) in the attached…
Use SmartSheet for Resource Planning
Hey There, I am new to smart sheet :) I want to use SmartSheet to... * ... get an overview over all projects that are going on in the team. * ... get an overview about the project status. * ... see how many resources are available (aka how many manhours are available). So far we using simple Excel sheets and oviously I…
Countifs with Unique values
Hi, I have a sheet within parent/child rows, and need to count the number of unique contacts within each of the children rows of each parent. I have a vendor column that has a parent row and children row (only the children rows list the vendor contacts). I need to count the number of unique vendor contacts, within a…
Primary column not returning values in Report
I am creating a report using data from 5 different sheets. All 5 sheets use the same columns, including a primary column called Project Name. The column has data in on all 5 sheets, however this data is not showing in the report. Interestingly, when I print the report to pdf, I see the project name values.
Multiple Upload Fields
Hi, I need to have 2 upload fields on my smartsheet (1 for a logo and the other for photos). Can you please assist in helping me get this built. - Kyra
Transfer Sheet and Report Ownership While Keeping in Same Folders
An employee retired without transferring his sheets and reports, that are in various workspaces and folders, to me. How do I keep the sheets and reports in the same workspace and folders while transferring ownership to me? I'm SysAdm and licensed user on Enterprise account.

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Is there a way to have a form update existing information?
We are conducting an audit of our I-9s. In order to do so, we have pulled an active list of all of our employees (EEs). These EE names are already on the sheet. In order to effectively complete the audit, there are specific things we need to check for based on the expiration date of the I-9 document that we have on file.…
Pulling info from Reference Sheet based on Date
Hello, I am trying to pull the information I need based on a date on the referenced sheet. Without this criteria the formula works great. this one criteria is not working. I created a helper column on each sheet. on the reference sheet is a formula to calculate the month number for that row, and then on main sheet is a…
Need help with Data/Chart Widget
I am working on a dashboard with various data points and had zero issues until I started the most recent widget. I am pulling from a simple report that has a list of staff members and their assigned work spaces. I keep getting an error that says the data cannot be charted… What is the limitation here? I made 4 other…

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