-
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…
-
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…
-
Countif a name from a list of multiple names
Greetings- I need formula help to count a name EMMA that is selected from a drop-down that has other names selected as well. Basically I need to county if Emma's name is listed in the Education Naturalist column that has other names included in the same cell. If I use =COUNTIF({Program Survey Range 1}, "Emma") it will only…
-
I need help with the RYGB Status Balls formula
Hello, I am trying to calculate health status (RYGB) for each task and milestone. Red= Not Started and past due, Yellow, In progress, but % complete is equal to or lower than 48% (.48), Green is in progress, % complete is equal to 60% or greater and blue is completed. I have read through many posts, but cannot seem to find…
-
Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
-
Split Multiple Selections In Single Form Into Individual Rows (Core Product)
There have been a number of people asking how to make multiple selections in a single form and then have those selections broken down into individual rows, and the previous answer was always to use a 3rd party app, a premium add-on, or the API. Below is a set of detailed instructions on how to accomplish this within the…
-
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…
-
Report Parent, Child, and all Children under a Specific Parent
I've attempted to create formulas and helper columns to accomplish my task, but I must not be understanding how to get to my desired conclusion. I would like to take a subset of my overall project plan and report that based on a set of criteria. The challenge comes in that I want a scalable solution and I would like to…
-
Combine Contacts from multiple columns into a single cell
Allowing contact columns to be combined into a multi-select contact column would make team management and index sheets much more useful. If Columns 2 through 10 on my sheet are all contact columns, a formula like =Contact2@row + Contact3@row + Contact6@row should produce a multicontact cell, not a text cell. That would…
-
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…
