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Creating a PMO functionality
I have just been assigned the task of setting up the Project Management Office in my company. For now I need two things, firstly a project tracker for tracking and monitoring individual projects and then a master portfolio tracker where all the info that's updated in the individual trackers feed into. This master tracker…
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Hot Tip: INDEX/MATCH Formula "Shortcut"
Copy/paste this to quickly build these formulas: =IFERROR(INDEX(ReferenceSheetPickContentColumn, MATCH([CurrentSheetMatchColumn]@row, ReferenceSheetPickMatchColumn, 0)), "") Then just double-click the concatenated-word segments, replace the outer ones using the ReferenceAnotherSheet link from the Formula Help panel that…
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Set default text for a given cell
I am creating a template and would like certain cells to give an example or show what type of information should be entered. The default text should be in that cell always unless other text is entered in. If the newly entered text is deleted, the default text would show up again. In doing some research, this type of field…
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Formula Creation l Conditional Formatting (Automating the Process)
Hi! I am attempting to generate a formula to mimic the one I created using conditional formatting (essentially, I would like to automate the conditional formatting trigger). Here's how I would like the sheet to work. Based on the "Risk Classification" drop down selected, I would like the sheet to pre-fill the "Periodic…
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Join Collect
Hi i'm trying to find all of the timekeepers that worked for a specific client. Normally I would use Index Match however, there are multiple time keepers that worked for the client and index match only shows one name. For Index match I use the following formula: =INDEX({TimeKeeper}, MATCH([Matter Number]1, {Matter Number},…
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Trend sheet - saving data after it's captured from another sheet
Hi, how do I save data in a sheet to retain for a trend chart? I have a burndown sheet that I've built a line chart to display on a dashboard. I'm able to get the data, however, due to the Today() function, it will only pull the data on that day and as the day passes, it wipes the data. I've had to go into the sheet on…
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sum hours from a column, if grandchild row in another column has specific text
So I've been tasked with creating a timesheet for our consultant agency by quarter, so each sheet will cover three months, why it has to be in Smartsheet I'm not sure. Context Each day, employees have three types of projects they can be working on: "Proj1", "Proj2", "Proj3". I need a formula that will add up all the…
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Track Daily Variance Between Forecast to Actuals Across Multiple Cells and Sheets into Master View
Hello, I am desperate for some guidance on the best way to handle my situation. First, I have 2 sheets that I'm attempting to provide an executive view for: * First sheet is a forecast that indicates the number of people we should be training in any product line. The individual product lines are listed in the primary…
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Formula to flag red with multiple criteria
Hi. My name is Frank. I have been working on this formula for quite a while now including requests to Smartsheet support. The formula is to raise a red flag when the end date is less than 3 days away with specific status options. I finally got it working the way I want with 1 exception. It does not automatically account…
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Help with a formula (match? index? vlookup? if/then?)
Hello! I am looking for help in building a formula for a sheet. I create semester reports on a sub-group of persons that we track in a master database. Because this database is extensive (multiple years) but my reports are created from scratch a few times a year, the easiest way to create mine is to pull the IDs of the…