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INDEX/MATCH/MAX Formula within a date range
Hello Smartsheet Community! I am helping our team report on an individual who requests the most deliverables within a date range. Meaning, if Ted Williams requests the most deliverables in Q4, Ted Williams should show up in the report based on the countif/helper column. Below is the formula I've been working with based on…
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Checkbox for Unique Item Name
Hello! I'm trying to create a formula for checking a box for only the first instance of a unique value in the column "ITEM NAME". IE it sees the first instance of "Event Case 1" and checks the box for only that row, and the remaining instances don't get checked. I tried using the AI tool but the formula it creates can't be…
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HELP!!! Max Collect for Dates
I utilize Smarthsheet to manage a hospital schedule. I need to find out the last time a staff member worked. I have been playing around with Max Collect and constantly failing… #UNPARSEABLE Things to note: The Primary column shows the name of the staffer multiple times with multiple different dates under the Date Worked…
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Edit Start, End, or Duration from Report
I'd like to be able to edit the Start Date, End Date, or Duration of a task from my report. At present I can only edit Start and Duration from a report because End is treated like a formula. This is problematic when I need to adjust both dates because it forces me or another user to do math (accounting for non-working…
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Cross Sheet Index, Match, and IF
Hi, Thank you for coming to my help, I really hop this question makes sense. Basically, what I want to do is take the closest date of incomplete tasks and put it into another sheet where I can run automation asking someone to update a report. The reason I want to do it this way is because on the report you could be…
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Showing multiple dates from the same sheet row in a calendar
I have 6 columns in my Smartsheet that are date columns, two of which are start and end dates. I have got the start and end dates to appear in a calendar report, but the other ones (individual dates, not date ranges) do not show up. I cannot have them as children rows. I have tried applying conditional formatting to the…
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Task Health Indicator Formula (IF/AND/OR)
Got burnt out looking for my exact scenario in the forums, so looking for direct help. Trying to create a formula to automate my Health column KPIs based on task status and assigned dates. Status options: Not started, In Progress, Blocked, Complete Desired Status Colors Blue: Status = Complete Red: Status <> Complete AND…
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How to Get a Balance Column to Show the Balance Remaining in Each Row
I am trying to create a budget sheet which shows the remaining balance for each line. Here are my columns: Order: This column has the following formula =MATCH([Row ID]@row, [Row ID]:[Row ID], 0) to allow me to move around items to better fit the budget balance for each period. Row ID: This is the auto-numbered smartsheet…
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=COUNTIFS Metrics across 2 different sheets
Hi All, I have a metrics sheet where 4 of the 5 listed items reference 1 sheet and the last 1 references another sheet. I keep getting #UNPARSEABLE error for the 5th item. Below is my formula if anyone can help me figure out what is wrong that would be great! =COUNTIFS({Sheet - Continuous Improvement Sheet}{Project…
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Summary Sheet Formula and Milestone / Key Task Gantt
Hello community, I am new to using the smartsheet so hoping you can help me with the below. How can I update this fomula that I am planning to use in my Summary Sheet so that it only includes count of tasks that has a start date of in the future. I want to exclude those from my count. I consolidated 3 projects into one…