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How to maintain permanent inventory levels when source data is deleted weekly
Hi all, I am looking for advice on the best workflow to manage inventory deductions. I currently have two sheets where Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a…
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How to create a unique number via formula or how to autonumber via formula due to existing autonumber type column?
All, The way my Smartsheet workspace works: Every time the Status column of a particular request in Master sheet is changed, the entire row is automated to be copied to Status Tracking sheet. The change is timestamped as Change Timestamp and the Subsequent Timestamp is recorded in Status Tracking sheet with every…
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How to maintain permanent inventory levels when source data is deleted weekly?
Hi all, I’m looking for advice on the best workflow to manage inventory deductions. I currently have two sheets: Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a SUMIF…
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Sum if Multiple criteria matches across 2 sheets
Hi, I have two sheets containing a table of items. Sheet 1 is for entire item list and sheet 2 is for items used in a day. I want the sheet 1 to check the sheet 2 and reduce the numbers in the sheet 1 automatically. The problem I need to match two criterias. I tried following after making it work for one criteria. Any help…
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Helper Formula for filtering contradicting Status
I can't quite get the filter to align with my intent. I'm either pulling every status when I want to exclude "Complete" tasks or I can't get parent rows for my project schedule. I want the attached report to do the following for ease of presentation past due AND upcoming activities. Status is one of Not Started or In…
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Formulas in Reports - Any way to speed up?
Currently, I have a report connected to a single sheet. This sheet contains various formulas, including cross-sheet references. When data is added to the report, the formulas will not update/work unless the sheet is refreshed. Is there any way to have the formulas values "pop-up", or otherwise load? It is somewhat…
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Creating a folder in SharePoint from Smartsheet and naming it based on row data
I'm a Power Automate Novice and I'm not experienced in expressions. I am building a data flow in Power Automate to create a new Sharepoint folder when a new row is created in my smartsheet. I can get to the stage of creating a new folder however I would like to name it based on cell data in the row. I have tried to use the…
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Returning a Percentage Based on Particular Criteria
Hi I am trying to work out a percentage for some KPIs. I have a sheet I am recording various KPI entries on (see below) I have a metrics sheet set up so, I can break the KPI results down by month by referencing this sheet. Taking KPI 1 (in the example shown above), I need a formula that will return a percentage of the…
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Displaying an overall completion % within a dashboard
Hi all, Is it possible to display some sort of graphic like this within a dashboard? I'd be taking data from a form and gathering total numbers of of "yes" and "non" questions to get the numerator and denominator for each row or column in the picture. I think I could do the metric sheet part of this task no problem, but…
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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…