Was hoping to get some tips on the following use case.
I set up a Smartsheet to track all my organization's training accreditations. This includes (student, assigned coach, product course, accreditation level, status, etc.).
I want to create a formula that counts the number of open engagements per coach. This will help me do a better job of spreading the load more evenly across all coaches as new engagements are created. I had no problem using a count if formula to track the number of times a coach's name is listed in a column, but how do I get it to ONLY count occurrences of coaches names in a column for open/active engagements and not closed?
Also, should I create a separate SmartSheet to track this or do it within the same SmartSheet?
Thanks for any tips,
Patrick