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Formula Remediation
I asked the AI tool in Smartsheet to help create a formula that achieves the following (the name of the "Engineer" has been changed for discreteness): i want to create formula that would give [Lead Allocation] * [WIP Revenue] when [Engineer Lead] is "Bob Smith" and otherwise give 0, but I want this formula to sum it up for…
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COUNTIF between date range and 2 criteria
I am trying to cross reference another sheet to count all of the projects assigned to a specific person in between a certain range, but the # of projects assigned and the person assigned to the project are 2 separate criteria. For example, I want to know how many "A" projects that Jane completed in the month of January. I…
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Forumula help to extra characters from a cell
Morning I am hoping someone has an idea how I can achieve the following I have a barcode which is formatted like this when scanned into Smartsheet (01)00843997014755(11)240401(21)700040293 What I need for example is when the barcode is scanned into lets say cell A, then automatically cell B,C and D will extra data from…
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Converting a date/time text format to a simple date format
Hey everyone - I am trying to convert a text field that reads 2024-09-25 15:35:27 to a simple date format, either 2024-09-25 or 9/25/24. I've tried using a helper column to just pull out the text date string - =LEFT([Registration date]@row, FIND(" ", [Registration date]@row) - 1) in the hopes that would be convertible to a…
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how to set up info sheet to feed into Resource Management
I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report. I am wanting to add some type of flag or conditional formatting…
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Formula or Automation Help
Im looking for the best way to set up this formula/automation (whichever is best): I have multiple columns collecting different contact names by title from a form: I need a formula or automation, that when "Admin Reviewer" = yes, then it takes the contact in "Project Admin" and adds it to another column titled "PT Proof…
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Weekending Thought: Filter or Formula?
Anyone else ever have this thought when designing/building a solution? I tend to draft out different scenarios on a piece of paper and test them in Smartsheet to document the outcomes. What is a good practice you apply when designing/building your Smartsheet solution for yourself or clients?
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Sort by month and year
I'm trying to summarize a sheet that has data from Sept '23 - Sept '24. I'm using this formula =COUNTIFS([Study Type]:[Study Type], "SOW", [Date Received]:[Date Received], IFERROR(MONTH(@cell ), 0) = 9) to sort by project type and month, but it's combining everything from September '23 and September '24. What can I do to…
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Help on how to insert a formula based on another cell criteria
I want to create a simple subtraction formula that will only be added to the cell if another cell is one of two text responses. I know I could do the subtraction as a column formula very easily but most cells in the column don't meet the need for this formula so come back as Unparseable which just looks awful. This is what…
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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
