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Metric sheet that feeds dashboards
Hello, I am looking for best practices for setting up a metric sheet to feed a dashboard. I haven't found anything in help. I've set up sheets with my formulas to pull data from various sheets and then use that data for graphs, reports for dashboards. I've caused myself problems while sorting and wondered if there is…
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Multiple Projects - Resource Overview
Hi, we are using Smartsheet for managing our Sales Pipeline. As soon as a project is ordered, we are using the same line to gather project information related to execution. I would like to add a Gantt Chart to each lien (via Hyperlink to another Smartsheet) in one cell with resources. Question: I would like to see a…
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Smartsheet Merge and Transpose
Hello, I have two sheets. One sheet is a list of items to be offered at a charity auction with a different row for each item and columns with specific (Item number, donor, minimum bid, winning bidder number, cost etc). The 2nd sheet is a list of the bidders with a sum of the total that they have bid (bidder number, count…
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transfer user between accounts
Hi, I have 2 accounts, one with TEAM license, second with Business. I'd like to transfer 3 users from team to business how to do it? when I'll delete them in TEAM do they lost their sheets? or can I delete them in TEAM and add in Business without lost any data?
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Nested IF, AND, OR/AND
Hi all, New user here. I have different monthly metrics to comply, some are greater than or lower than a value or percentage (i.e. Open tickets beyond due date is LOWER than 10%, Survey results are higher than 70%, Safety observations over 30). I created a column [MEASUREMENT] stating "Higher than" or "Lower than", a…
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I can't figure out how to use the OR function in a Countifs formula
Hello, I have been creating metrics on my data in smartsheet using the different formulas. I have figured many out (with a lot of head banging and sleepless nights), but cannot figure out how to use the OR function. works: =COUNTIFS({Week}, =$[Date Range]$3, {Month}, $[Date Range]$5, {Year}, $[Date Range]$8, {task status},…
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Is there a way to auto sort data on a sheet (cannot use report) to show the Largest to Smallest?
Hello, I am creating dashboards using metrics and am trying to figure out a way to only show the top 15 of specific data. Sheet details: I have one column that contains 298 different locations and the next column is the # of issues at that location for last week. I have the formulas figured out to pull in the metrics…
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How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
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Hide #INVALID DATA
Hello, I am attempting to calculate the difference between two dates. When one of the dates is missing, the cell where the difference would be shown instead contains "#INVALID DATA". Can anyone please help? I've attached a screenshot. The "Actual Duration" column is the difference between the "Start Date" and "End Date". I…