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How can I easily identify all Reports impacted by a column name change?
I need to change a column name and, as we know, Smartsheet doesn't push the name change out to the Reports. Instead, it inactivates the old column within the Report. I need a way to proactively search (run a 'where used') on a column to see all the Reports its used in so that I can manually update each Report. Does anyone…
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Report pulls in a primary column without me specifying it
I have a smartsheet, it has a helper column titled Full Name, which is calculated using task name and parent names. In the report section, I select the sheet, and the specific column and criteria. but then the end results shows me a column for task name which I don't want to see. I am not sure why it is showing it to me,…
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Pro Account limitations and Employees' Training Records
I have to track about 70 employees' training records. My goal is to create one list of all employees and then have a way to click and see an employee's individual record. My question is, with the Pro account, I see I would be limited on file storage and one sheet per record. Would an employee's individual record use…
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Action Tracker: single source of truth
Hello, I'm coordinating multiple workshops e.g. Technical, Communication, Training. I'm collecting findings on multiple smartsheets (one per workshop) and associate an action per finding. Reality is that during a Technical workshop, we have some Training findings. During a Communication workshop, we have a Technical…
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Fix text-formatted numbers
I imported a lot of data from a PDF extracted to Excel then to Smartsheet. I tried to create a conditional format based on a column of numbers e.g. 1, 2, 3, 3.1, 3.2, 4 etc however it did not work. If I re-type the number in manually, it works for that row. My guess is the number is formatted as text. Is there a way to…
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Populating a Form Field
I'm using a Form team members complete to engage a resource. A field on the form is Customer Name. The field is required and column type is text. The issue, team members are entering our company name or their name in the Customer Name field. I added Help Text "Customer Name Only" in red font, but I still receive requests…
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Updating Sheets with more than 5000 rows
We pull data from external systems and load it into smart sheet as reference data that can be used in vlookups, data mesh, etc so that people do not have to manually enter data. We use Data Shuttle to REPLACE the data twice a week with the contents of updated CSV files. Many of these sheets have 10,000 - 17,000 rows. The…
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Keeping highlighted changes coloring with a row send.
I maintain a sheet to track customer complaint resolutions. When there is a significant change I send the row information to the people involved. Since there are a lot of columns I can see the changes made in the current day using the highlight changes today option. However those highlighted changes are not sent with the…
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Sheet Summary - Show completed tasks and status
Below is an example of one of my sheets in smart sheet I would like to add a sheet summary that : Shows the status of the overall project automatically ( in Green/Yello or Red) by calculation, as in looks to see if the status of the items that were supposed to be finished in the last two weeks are Done and if the status of…
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Creating a Report
I am trying to create a report using 5 columns from one sheet. However when I try to "Group By" not all 5 columns appear in the dropdown and under summarize, the 5 columns are also not available. Does anyone have any advise?