-
How Do I Return a Status/Name From a Different Sheet within a Project in Sheet Summary
Within each project we utilize Sheet Summary to pull into reporting and ultimately dashboards. There are a couple fields that I would like not to be manual, but instead use some kind of formula if I can. The issue is that the formula would have to pull the name/status from a different sheet (I noticed there is a reference…
-
Add months to a date
Hi Team, I need to create a formula to add X months to a date (X) to calculate a due date. Any suggestions? Thanks in advance!
-
Fomulas and automation
Hi Everyone. I have a rag status column on my Smartsheet which is determined by a formula, so as the task becomes due or overdue the rag status updates from green→amber→red. I'd like to receive a notification as tasks transition to amber/red. I created an automation, based on the change of rag status, but it only triggers…
-
COUNT IF Certain Project Category, resource and in Current Month
Hi! I am trying to create a sheet summary formula for each team member which shows the total files they have with a consultant in the current month. We generate a new sheet each month so i only need it to count after 1st of the month. I can't even get just a basic number of all projects with consultant after the 1st of the…
-
Dashboard Help- Widgets and COUNTIFS
I am new to Smartsheet and making a dashboard. I want a widget to show as a pie chart illustrating how many : 1. "SRM"(child rows w/ purple check marked and bold text) there are [see screenshot below] 2. if it is "closed"(box checked) or not. I know I need to make a separate metric sheet with a COUNTIFS formula referencing…
-
The result of index and match formula is wrong
I have a material number and material description in the source sheet which I want to use match & index formula to identify the material description in another sheet, I use this formula: INDEX({Test Item Database Range 4}, MATCH([PCX Supplied Material#]@row, {Test Item Database Range 2})) However, the result starts to…
-
change cell value with SUBSTITUTE formula
Hello! Trying to change the column (submitted by) values from user name to the actual persons name. I have: IF([submitted by]@row="{users log in}", SUBSTITUTE ({first and last name})) I'm getting no return value. thank you
-
Excel @Text() Functionality in Smartsheet?
Is there a way in Smartsheet to use a formula that gives the same result as using @text() in Excel? I have a spreadsheet that I need to concatenate several fields together and have the field then display as text. Most of what I see now for formulas is to covert from text into formula. But I need to go the other way? Use…
-
Formula for averaging days
I have two columns I am using for this formula: "Date Received" and "Days Duration (Received to Listed)". I want the formula below to look at any items in the Date Received column between 1/1/25 and 1/31/25 AND where there is a number in the Days Duration column (some columns have errors from time to time and I want to…
-
how to add months to a date?
Hi team, I'm trying to add X months from the yellow column to a date and get the result. for ex: 01/01/2025 + 12 Months = 01/01/2026. Is there any way to do so? Thanks in advance!