Recent Discussions
Find answers to Smartsheet questions, learn about project management best practices, discuss the future of work management, and get how-to guidance for every Smartsheet use-case from fellow users and Smartsheet experts.
Discussion List
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Accumulative Formula required for daily cadence?Accepted AnswerAccepted Answer chris.italiano78351 18 views 9 comments 0 points Most recent by Andrée Starå Formulas and FunctionsFirst post 03/25/20,Last post 03/26/20Good Morning Hope someone can help me. I want to keep track of the accumulative total for each spreadsheet. For example see below - Tomorrow when i enter in Thursdays actual data of 5 - i would like: The bottom total to add up to Target to…Formulas and Functions189chris.italiano78351
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Cost Code Verification-Budget vs. ActualsAccepted AnswerAccepted Answer Clint Stitser 9 views 3 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/25/20,Last post 03/26/20Hello Everyone, I build budgets in Smartsheets and then import actuals from our accounting department, provided on an excel sheet, which I then manually manipulate and upload to a different sheet in Smartsheets. Then I have a few differen…Using Smartsheet93Clint Stitser
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Changing names of Pivot Table columnsAnswered QuestionAnswered Carolina Asensio 26 views 1 comment 0 points Most recent by Debbie Sawyer Premium Apps and IntegrationsFirst post 03/23/20,Last post 03/26/20Hey! I created a Pivot that will be updated daily (source data changes daily). When I set up the pivot, the name of the columns is like this: "AMS-CNT-Test Instance ID", since I am applying a count of "Test Instance ID"…Premium Apps and Integrations261Carolina Asensio
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Answered Beronica Muller 6 views 1 comment 0 points Most recent by Paul Newcome Formulas and FunctionsFirst post 03/26/20,Last post 03/26/20I am trying to create a formula to capture the total number of inquiries by plan group name? I can use the formula =COUNTIFS({National Alliance Operation Inquiries Range 2}, "GROUP NAME", however, I have over 200 groups to choos…Formulas and Functions61Beronica Muller
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Automate At Risk flagAccepted AnswerAccepted Answer Cara Sikes 16 views 3 comments 0 points Most recent by Paul Newcome Formulas and FunctionsFirst post 03/26/20,Last post 03/26/20I am very new to Smartsheet - trying to figure this out and could use some help. I need to have my At Risk flag marked automatically if a task is due [Complete By] within three days and the [% Complete] is not 100%. The one I am currently …Formulas and Functions163Cara Sikes
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Document the value of function / calculated field every dayAccepted AnswerAccepted Answer Stefan Milic 18 views 3 comments 0 points Most recent by Paul Newcome Formulas and FunctionsFirst post 03/26/20,Last post 03/26/20Hi all, I have 2 sheets: 1) working sheet where all tickets are logged + their status is maintained 2) calculation sheet with fields showing e.g. number of open / closed tickets and so on (calculated by formulas which refer to the working…Formulas and Functions183Stefan Milic -
Answered Jessica Schemrich 14 views 4 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 03/26/20,Last post 03/26/20I am trying to create a sheet summary that pull information from a form entry. The form entries will always appear in the first row. However, even when referencing the absolute cell, when a new form entry is populated, the sheet summary …Using Smartsheet144Jessica Schemrich
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Dynamics metrics across new sheetsAnswered QuestionFirst post 03/26/20,Last post 03/26/20Goal: create metrics for a dashboard that automatically update when new project plans are created in the same workspace. For example: KPI=Number of late deliveries across all projects at a client I can create a metrics sheet and create a …Formulas and Functions161BHannah
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Automating Status Balls to Showcase Overall HealthAnswered QuestionAnswered Shay Baumhauer 28 views 2 comments 0 points Most recent by Susie Wachowski Formulas and FunctionsFirst post 02/13/20,Last post 03/26/20Hey There, I am hoping to find a formula that will show the g/y/r status balls "overall health" based on the percentage of green, yellow or red balls in the column. Is there a way to "average" that? For example, if we …Formulas and Functions282Shay Baumhauer
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Filter table based on list?Answered QuestionFirst post 03/25/20,Last post 03/26/20In Excel, you can filter a table based on criteria defined in a range. (Data> Sort&Filter> Advanced Filter) In the screenshot below, the criteria range at the bottom would be used to limit rows displayed in the table above. Is it…Using Smartsheet196Daniel Cardenas
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Answered Martina Barnett 20 views 7 comments 0 points Most recent by Paul Newcome Formulas and FunctionsFirst post 03/25/20,Last post 03/26/20Hi there I have a multiselect Assigned To column linked to a contact list. So the contacts are displayed with their full names. Email addresses are shown in the hover over menu for each contact as per usual. I want to count how many of t…Formulas and Functions207Martina Barnett
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Help with a Countifs formula with conditionsAnswered QuestionFirst post 03/19/20,Last post 03/26/20We have a sheet that holds information populated by a form. The form allows people to request the data team create a report for them. Sometimes the requests are actually looking for a report that would be regenerated every month. The in…Formulas and Functions3923Mommaduck
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Is it possible to have live links on a read-only page?Answered QuestionFirst post 03/25/20,Last post 03/26/20I created a Report in which several other sheets report data into. It also creates a link to the sheet where each line item came from. Which is very useful. Because I need to make this report available to over 250 people I created a &q…Using Smartsheet143JMW_PNW
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Using Data Mesh on Template SheetUnanswered QuestionFirst post 03/26/20,Last post 03/26/20Hello, If I set up a Data Mesh on Sheet A and then create a copy of Sheet A by doing "save as new", will the Data Mesh target remain on Sheet A only? Or will it now target Sheet A and Sheet B? Would it be better to use an Index/M…Premium Apps and Integrations70Chloe K.
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Formula with multiple conditionsAccepted AnswerAccepted Answer Silvia Rangel 13 views 7 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/26/20,Last post 03/26/20Hello Community; I am trying to write a formula to check mark a field when 2 conditions are met; so far l have been able to make it work with 1 condition (see highlighted screenshot), but can't figure out how to add the 2nd condition to th…Using Smartsheet137Silvia Rangel
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Accepted Answer John Morgenthaler 43 views 13 comments 0 points Most recent by John Morgenthaler Using SmartsheetFirst post 02/26/20,Last post 03/26/20I thought based on my personal settings I can get an email notification from workflows but I do not receive one. It only comes through Smartsheet at the top right where the bell is listed. How can I get this through email? https://us.v-cdn…Using Smartsheet4313John Morgenthaler
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First post 04/30/19,Last post 03/26/20I receive a weekly report that I need to compare to the previous week's report to determine what changes have been made over that week. If possible I would like to be able to do this compare in SmartSheet (instead of using Spreadsheet Comp…Using Smartsheet12010Peggy P
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Editable Approval RequestAccepted AnswerFirst post 02/18/20,Last post 03/26/20Is there a way to allow the approver to edit a field (column) in an approval request? As it stands now, it seems to only be "locked" or "grayed out."Using Smartsheet1311NBudd -
Looking for a report that allows resources to view all tasks assigned to them on Multiple SheetsAccepted AnswerAccepted Answer Gracien Charles-Antoine 16 views 4 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 03/25/20,Last post 03/26/20Ability to view and update tasks across multiple projects in one view by Resource, i.e. the person assigned to the task. Resources have tasks in multiple projects. Thanks, GCAUsing Smartsheet164Gracien Charles-Antoine
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Trying to count values based on variablesAccepted AnswerFirst post 03/26/20,Last post 03/26/20Hi there - first question ever! Also - not great at using the right language so sorry if it's a bit confusing! I am currently trying to use a formula to count if a certain condition is met in column a - and in column b - to count it. so f…Formulas and Functions132Acorn
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Column Properties: Created ByAccepted AnswerFirst post 03/26/20,Last post 03/26/20Does anyone know if their is way to display the Name instead of the email address when using Auto-Number/System>Created By? Example: Current Display [email protected] Display I want: Ray Donovan ThanksUsing Smartsheet93Ray B
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First post 03/17/20,Last post 03/26/20We've been celebrating the social distancing brought on by mandatory office closures and work from home has been great! Meaningless meetings have been cancelled. Chatty Kathy hasn't been stopping by our desks with distractions four times p…The New Work/Life Reality260212Dana Esquivel -
First post 10/21/19,Last post 03/26/20Hi, Community! I am wondering if anyone else is using SmartSheet for an institutional planning calendar. I chose a template of project with gantt. Most of the tasks on the calendar, however, are annual, bi-annual, semi-annual, etc. I am tr…Using Smartsheet4014Mary Vogt -
Formula to automatically tick the checklist box if the status has been marked as "completed"Accepted AnswerAccepted Answer Leah Mayes 11 views 4 comments 0 points Most recent by Andrée Starå Formulas and FunctionsFirst post 03/26/20,Last post 03/26/20Hi all Is there an IF statement or a formula that can do the above? Rather than manually ticking the box Thanks :)Formulas and Functions114Leah Mayes
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Populating a value from one sheet (not just using the VALUE formula)Answered QuestionAnswered Lauren Garvey 12 views 15 comments 0 points Most recent by Genevieve P Formulas and FunctionsFirst post 03/25/20,Last post 03/26/20Hi I'm not sure if what I am looking for is possible, but wanted to check. What I am looking to do is populate specific cell information from one sheet to another with select row information, when a column value is yes. Example sheet that…Formulas and Functions1215Lauren Garvey
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First post 04/03/18,Last post 03/26/20i have a sheet that has data with dates added from a form. it always adds a new request from the form to the top and i have to manually sort it by date in descending. is there not a way to have it automatically add the data by the date in …Using Smartsheet79423lisa.nichols43261
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Dependency FunctionalityAccepted AnswerAccepted Answer Thiaan Kruger 17 views 2 comments 0 points Most recent by Thiaan Kruger Using SmartsheetFirst post 03/26/20,Last post 03/26/20Good day I am developing as schedule that has two sets of start and finish dates namely: Planned Start & Finish vs Actual Start & Finish. Each has its own duration namely planned duration and actual duration. The predecessors are …Using Smartsheet172Thiaan Kruger
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Determining Final Approval StatusAccepted AnswerAccepted Answer Robert Francher 12 views 4 comments 0 points Most recent by Robert Francher Formulas and FunctionsFirst post 03/26/20,Last post 03/26/20I have an approval flow that can go to one of three contacts (sometimes two). I want to add a Final Status column to make it easier to count in a summary sheet and eventual put it on a dashboard. I'm trying to create a formula with the f…Formulas and Functions124Robert Francher
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Dependencies and fixed datesAnswered QuestionAnswered Juan Solano Poveda 16 views 5 comments 0 points Most recent by Paul Newcome Using SmartsheetFirst post 03/25/20,Last post 03/26/20Hello I've noticed several post on the archive asking for the same problem to be fixed, here are just 3 examples that go back to 2015. https://community.smartsheet.com/discussion/7262/forced-dates-when-dependency-is-enabled https://commu…Using Smartsheet165Juan Solano Poveda
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Smartsheet Project ManagementAnswered QuestionFirst post 03/26/20,Last post 03/26/20Hi All, My team when starting a new project works off of a template. This template is broad and is set up to cover all possible tasks that the project may contain. My question is what is the best way to deal with "if applicable&quo…Using Smartsheet123jg124
