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Smartsheet Basics

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

Showing "stacked" data / Statuses of items by swimlane
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…
Dependencies not updating the activities
Hello, The SmartSheet seems to be locked with predecessors dependencies not updating start date of activities. Also the duration does not seem to update the end date. So all needs to be done manually. This was working last week but seems deactivated. How can I reactivate it? Thanks
Dashboard % are not matching
Hi! I have a Dashboard feeding off pretty simple raw data. It's mainly detailing this is how many accounts we think we'll get, this is how many we've gotten and then provides a %. I wanted to add a chart just to pretty it up a bit but now the % done is reporting differently and I have no clue why. Here is the raw data: The…
New user; How to sort and format data by date
Hi! New user here. We have a basic sheet to track dates, hotel reservations, and the project. How can I format all dates to be uniform? My goal is to be able to sort by date or amount. Currently, we may have one date entry as 08/25/25 and another as 1/12/25. This really affects sorting.
Need support using wildcard & sumif function
Hello, I have a sheet that's I'm trying to use the sumif function in, but I'm trying to base the criteria on a wildcard. For reference this is a sample sheet I made, and the wild card formula works fine in excel. Essentially, I want to SUM the values in the "RoleValue" column for a specific condition in the Quarter…
Advise on Workgroups and access for Groups
I have Workspaces that have sheets containing sensitive information. The Workspaces have Individual access to a few people. With in the Workspace, I created Dashboards, with Dynamic Views. Each is set with specific Groups to access specific information. The users in the groups can not see or access the Dashboards, unless I…
How to prevent or recover deletion of rows
Is it possible to prevent the deletion of rows in a sheet? Specifically, in cases where a user legitimately requires editor permission to the underlying sheet and where the row cannot be locked (as continued editting of the row is required.) If not, what are some strategies for recovering a row that has been inadvertently…
How to prevent non-admin user from (un)freezing and resizing columns?
In a report, a non-admin user (eg editor) is allowed to unfreeze / freeze and resize columns. Further, these changes are visible to all users of the report, which is causing confusion and a poor user experience in our case. Is there a way to prevent this without removing editor permission from the user? Or for such changes…
Australian User Access to Smartsheet Templates?
Hi, I keep getting bounced around by Smartsheet when trying to access the pre-existing smartsheet templates?? I am not located in America or Europe (I'm in NZ but my plan is billed under Australia). It would save me a LOT of time if I could access these again. I have a Pro plan. thanks H
Document filtered by form responses
I've created a Smartsheets form. When someone submits the form, I want them to automatically be emailed a document that has resources and links, but the document is filtered to only show the content that corresponds with what they selected in the form. Is something like this possible? What types of documents or automations…

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Membership/ Access question
Hi Everyone, My IT has a lot of confusion on what we access we really need to have for certain people. What is the difference between a "Member" and a "Licensed User?" We have a lot of sheets that have owners who do all of the changes of the sheet. I know that they need to be licensed users. But then, we have a lot of…
How can I delete my Smartsheet account ?
I need to delete my Smartsheet account but I don't know how to di it. Does anyone know how I can reach a real human being to ask?
Need Help w/ Report View - Nothing Is Showing
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…

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