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Month over Month Variance w/ live data help.
Hi SS Community, I am trying to create Month over Month varience report for my project management work flow. I currently have a Smart Sheet and Sales Force integration that updates my data live 2 ways, and that's where my problem begins. Below is a screenshot of Project Status dashboard graph as of 10/28/24 . I'd like to…
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Having trouble populating a contact list column (Auto-provisioning is not enabled)
I understand the ultimate solution if I want all employees in a contact list is to enable auto-provisioning. Our IT department isn't ready to do that yet. In the meantime, I have searched help and the community and can't figure out how to solve the problem. I need the contacts not in "my contact list", I need them as…
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Cross sheet refrence formulas on a metric sheet keep showing errors until the sheet is opened
I have 5 large sheets (10,000 rows, 45 columns) mostly populated by DataTable that I'm collecting metrics from on separate metric sheets (1 DT sheet → 1 metric sheet). The metric sheets collect the metrics via cross-sheet references. Some of the formulas "break" (breaking the dashboard visuals) but quickly fix themselves…
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Pull info from another sheet based on 2 criteria
I'm trying to pull in hours to what I'll call Sheet 1 from Sheet 2. I have flexibility in the way I set up Sheet 2, but I need Sheet 2 to be able to have various employees use the same project number. This would be one option for Sheet 2: In sheet 1, I will have the project number listed in a column, but will only have the…
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Find cells matching a criteria and return combined results
Hi, New to Smartsheet and hitting a roadblock in one of my formulas. I have two sheets: Projects and Resources. On the Projects sheet I collect resource groups that will work on a project. Each project in a row might have either single or multiple resource groups. On the Resources sheet I have resource group names…
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Does sorting not stick?
I have a sheet that is a recipient of a 'Copy Row' automation when criteria on a different sheet is met. In the recipient sheet, we have it sorted in a particular manner but it seems to break all the time and just shuffle the rows around. From what I can tell, it is in no particular order either. We were assuming that the…
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Looking for guidance on dashboard content
I have a dashboard that contains a report and a form. The report contains selected fields from a table. The report shows all actions for a selected user. Actions can be open or closed. Once in the dashboard, the report is static and does not reflect actions that have been closed since the creation of the dashboard. I want…
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DateOnly YearDay off a day Time Zone Question
Hello. I have a question about the DateOnly and YearDay functions. Please see below (Pic 1). All dates after 7pm gets moved to the next day for the DateOnly and YearDay functions. I am assuming, not 100%, this is a Time Zone issue as I live in UTC -5 hours.(Pic 2). I saw a post (Pic3) that said that Smartsheet captures…
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Combine results of multiple COLLECTs? Or alternate strategy?
I am trying to get a count of trainees in my app, each trainee has a unique "Member ID". A trainee is defined as meeting one or more of the following criteria: has a value of "Submitted" or "Issued" in the "Status" column of the "Reimbursements - Approved" sheet has the current grant year (e.g., "GYr 4") in the "Mentee"…
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Help with SUMIFS in a sheet Summary Field
Hello! I am stuck - trying to leverage a sheet summary field to sum a total, where one of the columns has two conditions that I want to exclude from the Sum. I can get one of them to work: =SUMIFS([Amount]:[Amount], [Business Unit]:[Business Unit], "Sales", [Priority]:[Priority], <>"Required") It's that last condition. I…