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IF Statement to Display Symbols
Formula variable question for an IF Statement. Ok I have 5 columns (see screenshot below). This formula will be added to the one on the far right (Certification Complete). Now I would like to assign a value to each to trigger the symbol that will display. Basically the way it works is that all 5 columns are required, if…
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Group Columns in Grid
Hi! I use a really large grid-style Smartsheet to track all aspects of project development and health. It would be very helpful to have a way of grouping columns. The hierarchy for rows works great, but I think with columns I am just looking for a way to clean up my views. I feel like the best (and only) solution right now…
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EDATE equivalent in Smartsheet - IFERROR(DATE(YEAR....
I found some examples in previous discussions and tried it =IFERROR(DATE(YEAR([Sale Month]@row), MONTH([Sale Month]@row) + 1, DAY([Sale Month]@row)), DATE(YEAR([Sale Month]@row) + 1, 1, DAY([Sale Month]@row))) my theory was if Dec 1 was +1, then Jan would be +2 etc….it seemed to work until Feb onwards it keeps returning…
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A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
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Document generator - Font/Data error
The smart sheet document generator is showing erratic values; it used to work fine previously; however, any new document generated now creates an error; if I type ABCD in the smart sheet cell and then generate through the document generator, it will show something like (e^pp^k or olp^ifb) instead of ABCD as desired. Any…
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Formula help needed - if/then
Is there a way to make my formula (below) that if the "type of CPG" says "priority" in it that it can be - 21 days and all other types would be - 14 days? hopefully that makes sense!
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Report totals formula
Hi, I have an example below. On my report, months remaining for each store is correct, based on inventory/sales pace per month. However, in the total, I cannot add the months remaining to get an accurate number, which the report is trying to do. (It doesn't work if any of the sales pace numbers are below 1. I need to…
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Can Data Shuttle avoid overwriting existing cells that meet a current criteria in Smartsheet?
I am uploading a status from another system. The other system may contain information not yet available in Smartsheet, but Smartsheet remains the most current version. If an item is marked as "Complete" in Smartsheet, I'd like it to remain "Complete" and not be overwritten by the Data Shuttle. I see there are filters for…
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Help with IF formula returning "invalid operation" message
I am applying this formula and get an "invalid operation" return message. Essentially, I need a function that checks if the latest or most recent date in which a member was met by Sales team is greater than 1st of Jan 2024 . In such case, it should return "Yes" and if not it should return "No". Can somebody assist with the…
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Tracking dependent tasks across multiple projects and reporting on a dashboard
I'm looking for help with tracking and reporting on tasks that are interdependent across multiple projects. Background: We are running a Program Office that includes 8 strategic workstreams plus a BAU stream. There are a number of tasks/activities that have cross project dependencies. For example, a monthly board meeting…
