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If formula looking at 2 different columns
Hello I am trying to write a formula that looks at two different columns on my Smartsheet and returns a value based on what is in the cells. I want to look at ticket location column and if value is "Complete" I want to return value "Implemented" Second I want to look at Fix Version Column and if it is blank return…
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SUMIF or SUMIFS (multiple columns and YEAR and MONTH criteria)
Formula Logic (for the formula that would be a column formula for the Jan column - needs to be a single formula): SUM ([Received Count] if [Date Recd]'s YEAR = 2022 AND MONTH = 1) and also SUM ([Completed Count] if [DateCompleted]'s YEAR = 2022 AND MONTH = 1) Thank you!
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Parent / Child Join(Collect) Statement to summarize Child Rows
Hello! First time poster here! I have found this community so helpful I can usually find enough examples to write the formulas I need but I'm stuck. I have a sheet that is tracking decisions across multiple groups. I am using a parent row with child rows underneath for each separate group. See below. I am going to generate…
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Help with Lookup Formula using IF CONTAINS Status In Progress/Not Started/Watch
Hello, We run a weekly Sales report of any new Yellow or Red risk customers, that gets added into an Escalation Master Tracker in Smartsheet. Master Tracker may contain matching "Customer Code" entries more than once (past entries marked "Completed" or "Terminated") and new entry status = "Not Started", "In Progress", or…
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Creating a chart with a multiple dropdown field
Hello, I have tried a few options, but no success. Trying to get a report in a pie or bar chart format that will be reporting off of a field in a sheet with multiple options. The sheet is a list of company projects and the field is a strategic category (Go to Market, Client Service, People & Culture). Some projects are…
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How to know the order of tasks in card view for use in table view
Hi all, i need to do some calculation in table view depending on the order of the tasks in card view. Which formula or function returns the order number of the task in card view? Thank you, Joachim
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Formula using AND and OR functions
Hello, I'm trying to build a formula to count the number of deployments in queue by month. All of these criteria must be met: Project Complete is unchecked Project Cancelled is unchecked Row creation month is June Row creation year is 2022 And, deployment type is either New Deployment or Package Upgrade. I started with…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Help with quarter and YTD function - reference sheet error
Hi Folks! I'm working on creating reports for an audit review process, and I'm having some difficulty with getting the report per quarter and YTD formulas to function. Here is the issue that I'm having. I need the @cell part to reference the Date of Encounter on my data sheet. However, when I try to do that, it gives me an…
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How to return only the most recent entry before a targeted date range?
Hello, I currently have the following asset booking sheet: What I'm trying to do is, for the column 'Assignee in Possession Before Your Booking Date:', if the asset is available within the booking date range that the user has entered -- I would like the column to display what assignee will have the asset last (most…
