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Rolling 12 month column chart
I have a column chart as seen below: The summary sheet i use as the data source is formatted as below: I used a summary sheet instead of a summary report as it gives me more options to manipulate the data, but also structure it correctly in terms of month order. The months and years will have to manually be inputted and…
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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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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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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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Formula help wanted
I'm trying to return a count of the number of cells that a) have a specific issue type and b) have an issue date within the last 7 days (I also want to duplicate the formula for 14, 30 and 90 days). I'm fairly new to smartsheets and formulas and I can't figure this out. I've managed the total count (i.e. the total count of…
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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…
