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Importing Task Hierarchy from CSV file
We are looking to establish a daily import of our project portfolio into SS via a CSV file. When I look at the task import schema, I cannot see a way for SS to identify the parent and child relationships between the tasks. This means we cannot import nested tasks and the task hierarchy. Do you know if there is a field and…
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Smartsheet Dashboards vs Live Data Connector Integrations
Hi everyone, Has anyone used the live data connector to integrate with another platform such as Qlik or any other? I know that SM now has the dashboard view, but I do not think it is as powerful as other BI platforms. From what I see, the SM dashboard is a very high level overview and does not give the level of detail that…
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Extracting all instances of a word from a text string and creating a list in a separate cell
Hello all, I have been pouring through excel and smartsheet help forums for a couple of days now, and I haven't seen my issue asked or addressed so thought I'd ask here. I have, in one column called Terms, cells that contains lists of terms and phrases. For example, one cell contains the following text string:…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Chart Issue
Hi, I have 2000+ row of data. When i create a chart, instead of summing up my $ amount with the same categories (for example item A and item B) , it create the bar according to number of items.( for example: item A has 3 items, it appear 3 bar). Anyone can help on this? Thanks
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Vlookup
Hello, i have a sheet with billed claims including a column "Pending Amount", and "Detail ID", each line item has a different detail ID, now i want to update the pending amount column according to another sheet, i tried the simple Linking Cell method but it did not imported the pending amounts to the right detail ID's. and…
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OpenAir Plugin?
Is there a plugin to OpenAir? https://www.openair.com/index.pl
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Identifying and returning phrases within a single cell
Hi all, I have been trying to figure it out alone but I thought I'd engage the community to see if anyone can help! I have a column in my spreadsheet that contains phrases separated by commas - for example (though with different words), in one cell it says "Phone, computer, mouse, cell phone, water bottle, earphones, bag."…
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Keeping persistent dates for status changes
Building a kanban board with typical IT cycle states: Ready, Dev, Test, Deploy, Done. I'd like to track cycle times and throughput. I've created (locked) columns to capture a status change for each of the cycle states; e.g. Dev Start and formula "=IF(Status@row = "Dev", TODAY())". That works to capture the date that a task…
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Dashboard Color
Any plans in the future for letting us update the dashboard background color to any color we'd like? I'd love to be able to use black for dashboard backgrounds, as well as the backgrounds of the widgets, so that when on TV sets around the office, graphs are floating in black instead of a white background.