Project Management: Card View formula to pull Project Names based on Date

Alisia Gill

I am trying to create a "card View" formula to give my team an overall view of the projects starting and due around the same time in our dashboard. This way we can better allocate resources. I am currently using card view with filters in place, but you have update the filters when viewing. Is there a formula I can use to pull all Project names from our list of projects?

Sean Morgan

Hello @Alisia Gill !

This may be achievable using an INDEX/MATCH formula, but for scalability, I feel like a Report would work best in this scenario: https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

If you'd like to strictly like a formula, here are some great examples I was able to find within the Community.

https://community.smartsheet.com/discussion/comment/253136#Comment_253136

https://community.smartsheet.com/discussion/67499/index-match-help

In addition to this, if you'd only like a formula, are you able to share a screenshot of your sheet (whilst removing/hiding any sensitive data) to have a visual representation for creating a formula? :D

Regards

Sean

Alisia Gill

This is the project list that I need to create the dashboard from. The project names which are all different are under the Task name. I will need to bring in the task name, date due, percent complete and Team name. We are trying to show which projects are overlapping each other thus requiring many of our resources at the same time.