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Smartsheet Basics

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

Read receipt
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
Conditional Auto Numbers / IDs
Hi all, I am pretty new at smartsheet and I am looking for a kind of conditional auto counting. With the on-board-counting function in the column prefs I can't get any further. I need different IDs regarding the level of the row. Ideally it should work like the example in the screenshot. Any ideas? I would be very happy…
Filter / Work flow
I wanted to create a filter or workflow based on a comment added within a certain data range. What I am trying to accomplish. - I need a filter or a workflow based on a no comment being added to a line within a data range. So if a person does not add a comment to a line between Monday and Friday. I can filter or report on…
Excel Converstion to Smartsheets
Does anyone know if there is a way to smart-sync Excel documents into Smartsheet? For example, I have an Excel file that I dump into a Smartsheet schedule each day. But I am running into the tediousness of having to personally sort the file to make sure I am not duplicating information, and then copy-pasting all physically…
Dashboards
Is there a simple tutorial anywhere ( and I have looked around a lot) and cant seem to find anything that walks through the process in a simple easy to read and understand manner. Thanks,
Setting up a simple notification
I want to set up a notification for when anything on a sheet changes. This used to be very simple thing to do but since these have now changed to Workflows the process doesn't appear to be so straightforward anymore. I keep getting an error message saying the workflow needs editing.
Pivot: when more than 1 variables in columns?
Current design of Pivots allows to have up to 4 variables in Pivot table rows, but only 1 in columns. Will it be possible to enter more than 1 variable in columns? When? Thank you
Question about the Resource Allocation Feature
My team has a master project list for the year. Some of the projects include ongoing projects (newsletters, web maintenance) that we marked as a due date of 12/31/19. Others may take a week or a month. When I turned on the resource allocation tool, I noticed that everyone was majorly over allocated. Would the ongoing…
Percentage Difference
Hi Community, I'm working on creating a very intuitive dashboard and I need to calculate the percentage between two different months. How do I calculate it in Smart sheet? For example, let's say the total for May is 352,000 and the total for June is 226,000 how can I calculate the percentage difference between May and…
Column Search
I'm looking to create a total data sheet that gives me the total spreadsheet for the current week, next week and previous week, from data from another worksheet. The problem that I have is that the dates are the column names, does anyone have any suggestions on how to accomplish this. Currently I just highlight the columns…

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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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