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Discussion List

  • Bubble Chart?
    In Using Smartsheet
    Hi all -- I am new. Trying to get a bubble chart template that I can use to make a gorgeous bubble chart. No results when I start a new sheet and type in "bubble chart."  Ideas? Help? Thanks very very much -- Andrea
    135 4
    135 views 4 comments Most recent by Mathieu Dionne Using Smartsheet
  • Document Management Systems
    In API & Developers
    Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their …
    132 4
    132 views 4 comments Most recent by Brianne Laird API & Developers
  • Volunteer Allocation
    In Formulas and Functions
    Hi All,  I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
    64 3
    64 views 3 comments Most recent by Brianne Laird Formulas and Functions
  • Integrate with Microsoft Access
    In Premium Apps and Integrations
    Does Smartsheet allow for integration with Access database tables? Is this something that a connector is needed for; such as Data Uploader? Will the integration work with older editions of Access or only Microsoft 365?
    597 2
    597 views 2 comments Most recent by Thomas Love Premium Apps and Integrations
  • Time Duration Calculation
    In Formulas and Functions
    I've seen a few ideas on similar topic threads but none of them worked quite right, so I'm trying again! I have a form staff fill out to record their overtime and the reason for it. Does anyone have any formulas that I can use to populate…
    810 7
    810 views 7 comments Most recent by Paul Newcome Formulas and Functions
  • Any Smartsheet users from Chicago area?
    In Using Smartsheet
    Hello, My team is looking to connect with other Smartsheet users to share ideas on how we leverage Smartsheet to manage tasks and projects. Now that our department is growing, it is crucial that we refine our Smartsheet work space and how…
    33 views 2 comments Most recent by ameyaa Using Smartsheet
  • How to count children rows with multiple criteria
    In Formulas and Functions
    I have tried this many ways and can't figure it out. The column names I am working with are: "CaseRegNum", "Type of Review", and "Status". Each parent row is a different year and beneath each year are cases ID…
    Accepted
    11 2
    Accepted Answer 11 views 2 comments Most recent by Paul Dieterich Formulas and Functions
  • How do I create a summary page or report from a Financial Donor List?
    In Formulas and Functions
    Hello, I have a sheet that tracks donations as they are received; name, email, and amount of the donation. Some are one time donors, others are repeat donors, and I would like to create a summary page that lists each individual donor and …
    Answered - Pending Review
    32 4
    Answered - Pending Review 32 views 4 comments Most recent by Andrée Starå Formulas and Functions
  • Combining Two Sheets into a Report
    In Using Smartsheet
    I have two task lists with slightly different columns, but there are some overlap - like status, completion date, & targeted completion date. I would like to run a report or some how combine all the tasks into one report/view/sheet - w…
    756 11
    756 views 11 comments Most recent by Andrée Starå Using Smartsheet
  • Trying to Auto-update due dates based on actual completion date
    In Using Smartsheet
    Hi,  I am new to smartsheet and I am finding it very useful; except that I can't figure out how to auto-update completion dates.   For example, when I plan out my project, I put start dates, duration, predecessors and who it's assigned …
    246 4
    246 views 4 comments Most recent by Paul Newcome Using Smartsheet