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Mirroring a Grandchild row cell in the Child row cell based off current weekQuestion

Answered - Pending Review A. Marcus 16 views 4 comments 0 points Most recent by A. Marcus 05/27/20Formulas and Functions

First post 05/21/20,Last post 05/27/20
Hey all, I'm relatively new to Smartsheets and am hoping someone can help me out. I promise I've looked everywhere for an answer and I think I'm making this more complicated than it is. Thanks in advance for the guidance! I have a sheet …
Formulas and Functions164
A. Marcus
Reproducible HyperlinksQuestion

Answered - Pending Review Dennis Knipfer 19 views 3 comments 0 points Most recent by Mike Wilday 05/27/20Using Smartsheet

First post 05/27/20,Last post 05/27/20
I'm compiling a hyperlink section to include at the top of project sheets, a little more than a dozen in total. This collection creates my tabbed "Excel report". It will allow end users to navigate to the tabs/sheets they need. I…
Using Smartsheet193
Dennis Knipfer
Updating a Date Column after another cell is updated.Accepted Answer

Accepted Answer Eric Glassey 9 views 3 comments 0 points Most recent by Andrée Starå 05/27/20Formulas and Functions

First post 05/27/20,Last post 05/27/20
I am trying to have a Date Column update with today's date when a single select option is chosen. I don't want to use the system update date column because that will get updated whenever any cell is selected. For example: I have a single …
Formulas and Functions93
Eric Glassey
RYGB Symbols Average FormulaQuestion

Answered - Pending Review joe.quinones 12 views 2 comments 0 points Most recent by [email protected] 05/27/20Formulas and Functions

First post 05/27/20,Last post 05/27/20
I currently having issues with creating formula that gets the average of 4 cells that have the option of 4 different symbols (Red,Yellow,Green,Blue). The goal is to show the average of the four cell symbol's in one here is what I have so …
Formulas and Functions122
joe.quinones
How do I auto-save a sheet without opening the sheet?Question

Answered - Pending Review Lawrence West 31 views 13 comments 0 points Most recent by Paul Newcome 05/27/20Using Smartsheet

First post 05/19/20,Last post 05/27/20
I use conditional formatting. When I review the dashboard, the formatting doesn't update until I go to the sheet and save. I would like the sheet to save automatically when conditional formatting makes changes. Thank You.
Using Smartsheet3113
Lawrence West
New Columns Not Available to Select in Report BuilderQuestion

Answered - Pending Review Donna T 17 views 3 comments 0 points Most recent by Andrée Starå 05/27/20Using Smartsheet

First post 05/19/20,Last post 05/27/20
I am using the Communications template Smartsheet has available. I modified the categories to suit them to our business. I went into Report Builder to modify the report and the categories do not appear to select. Just for testing's sake…
Using Smartsheet173
Donna T
Any templates or sample of multiple project dashboards?

Fairorth 319 views 9 comments 0 points Most recent by Andrée Starå 05/27/20Using Smartsheet

First post 12/06/19,Last post 05/27/20
Our small company does several projects at a time and all of them basically follow the same project plan. We created a nice template that contains the dozen or so tasks in our project. Most of the reports and dashboards I've tried to crea…
Using Smartsheet3199
Fairorth
Best practices when dealing with large amounts of reportsQuestion

Answered - Pending Review Ryan Nix 19 views 1 comment 0 points Most recent by Andrée Starå 05/24/20Using Smartsheet

First post 05/22/20,Last post 05/24/20
Good afternoon everyone, I was curious to know what everyone's best practices are when it comes to managing a large number of reports and how to implement holistic changes? We have dashboards designed for multiple locations and in those da…
Using Smartsheet191
Ryan Nix
Summary Report - COUNTIF of multi-selection columnsAccepted Answer

Accepted Answer Dennis Wierzbicki 28 views 9 comments 0 points Most recent by Andrée Starå 05/22/20Formulas and Functions

First post 05/21/20,Last post 05/22/20
I love the way a Summary Report can kinda be a poor man's pivot table within Smartsheet, and it works really well, up until you try to do conditional counts of columns with multiple selections. See below. https://us.v-cdn.net/6031209/uploa…
Formulas and Functions289
Dennis Wierzbicki
Pivot App Zero Values

cmondo 80 views 3 comments 0 points Most recent by Nate newberry 05/22/20Premium Apps and Integrations

First post 08/06/18,Last post 05/22/20
Hi All, I'm using Pivot App to summarize the number of records from a variety of reports. It works great, but if there are no records in a report, the pivot table will report blank. I was hoping for a "0" value, as I'm pushin…
Premium Apps and Integrations803
cmondo
Dashboard Header Banner

TeeM 201 views 7 comments 0 points Most recent by Elizabeth Alonso 05/21/20Using Smartsheet

First post 08/27/18,Last post 05/21/20
I want to use an image for a Dashboard banner however, I cannot find any size dimensions for it and some experimentation is not working. I note this shows on Smartsheet's own examples yet I can't reproduce it. See attached screen shot. (I…
Using Smartsheet2017
TeeM
Line chart with multiple date-numbers tracesQuestion

Answered - Pending Review Jakub Gill 417 views 12 comments 0 points Most recent by Jorell Laube 05/21/20Using Smartsheet

First post 04/12/18,Last post 05/21/20
Hello everyone! I can't find a way to accomplish certain kind of chart using chart widget in dashboard. Chart is supposed to show multiple lines, one for each team member connecting dates when a certain task was completed. Tasks are re…
Using Smartsheet41712
Jakub Gill
Filtering on dashboards?

dlnvtl 1.3K views 25 comments 0 points Most recent by Paul Newcome 05/21/20Formulas and Functions

First post 08/20/19,Last post 05/21/20
I'm new to smartsheet and trialing it at the moment. I have a question, I hope you can help me with: I have a portfolio of companies in a main sheet and their debt issues, and related stuff in several sheets. Rows are companies/debt issue…
Formulas and Functions131025
dlnvtl
Help improve my data collection process, with multiple forms, update requests, approvals, reporting!Question

Answered - Pending Review joelmold 35 views 1 comment 0 points Most recent by Andrée Starå 05/21/20Using Smartsheet

First post 05/20/20,Last post 05/21/20
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you …
Using Smartsheet351
joelmold
Datamesh from a summary reportQuestion

Answered - Pending Review Jennifer.Stangret 42 views 7 comments 0 points Most recent by Sheryl P 05/21/20Premium Apps and Integrations

First post 01/27/20,Last post 05/21/20
hi! I am trying to build a means to automatically forecast vendor costs, based on a count. I have a large sheet that contains an intersection of many Locations and the Scopes that will be applied to each location. I have different vendo…
Premium Apps and Integrations427
Jennifer.Stangret
Portfolio Management - airtable vs smartsheetQuestion

Answered - Pending Review PMOguru 22 views 1 comment 0 points Most recent by Andrée Starå 05/21/20Using Smartsheet

First post 05/21/20,Last post 05/21/20
I have been asked to look at Airtable. Currently our team uses smartsheet. Our team is leaning towards Airtable due to its easy and customized views, plus ability for executives and stakeholder to create their customized views. How good i…
Using Smartsheet221
PMOguru
Filter reports - How toQuestion

Answered - Pending Review Fernando Flores 17 views 7 comments 0 points Most recent by Mike Wilday 05/20/20Using Smartsheet

First post 05/20/20,Last post 05/20/20
I'm building a late task report across multiple workspaces/plans. The filter option is not available when viewing report results. Looking to be able to filter by "Status", "Owner", etc.
Using Smartsheet177
Fernando Flores
Dashboard - Variable Applied to all reports, graphs etc

Brett Holmes 260 views 10 comments 0 points Most recent by Paul Newcome 05/19/20Using Smartsheet

First post 04/04/18,Last post 05/19/20
Hi I have a requirement to report on the current data for a period and using a Dashboard makes a lot of sense except that since I have to analyse the data every week I need to redo the report each time I want to change It would be grea…
Using Smartsheet26010
Brett Holmes
Sheet Summary Report and Dashboard WidgetsQuestion

Answered - Pending Review SheaD 131 views 11 comments 1 point Most recent by Roberto Conte 05/19/20Using Smartsheet

First post 11/26/19,Last post 05/19/20
Hi! Can I use a Sheet Summary Report to drive a Metric widget? I have 25 project sheets that I would like to roll-up into a sheet summary report. I would then like to create dashboard metric widgets using this data. I am currently drivin…
Using Smartsheet13111
SheaD
Update Request LinksQuestion

Answered - Pending Review Mike Rini 24 views 11 comments 0 points Most recent by Andrée Starå 05/16/20Using Smartsheet

First post 04/30/20,Last post 05/16/20
Hi - I'm wondering if there's any way to capture the actual Update Request link (what comes through in the email when you send the Update Request) in a report? Our account people get tons of Update Requests, and don't always have the info…
Using Smartsheet2411
Mike Rini
Parent Formula to display modified child status

Cuatro 53 views 16 comments 0 points Most recent by Andrée Starå 05/14/20Formulas and Functions

First post 07/15/19,Last post 05/14/20
I am looking for a Parent / Child formula to capture a status change (R / Y / G). The Parent status will change based on the Child status Change. For example: If I change the status of "Software" to Red (R) in the child row, it…
Formulas and Functions5316
Cuatro
How to get all rows with 1st column starting with specific alphabetsQuestion

Answered - Pending Review Himanshu Agarwal 63 views 15 comments 0 points Most recent by Andrée Starå 05/14/20Formulas and Functions

First post 04/09/20,Last post 05/14/20
Dataset: https://us.v-cdn.net/6031209/uploads/773/T3VHWMIZ1NJC.png Required Output: https://us.v-cdn.net/6031209/uploads/317/7FFDDOXV39O6.png I am trying to extract data from the rows which have its first column starting with particular co…
Formulas and Functions6315
Himanshu Agarwal
Using values returned by formulas in other formulasAccepted Answer

Accepted Answer Philip Hanekom 14 views 6 comments 0 points Most recent by Andrée Starå 05/14/20Formulas and Functions

First post 04/20/20,Last post 05/14/20
Hi, I have a user populated field (using a dropdown) where the options range from “1-Innocence” to “5-Excellence” – this makes more sense to a user than simply having a 1-5 available for selection. To summarise these ratings per theme, foc…
Formulas and Functions146
Philip Hanekom
Capture metric each day and add to new rowAccepted Answer

Accepted Answer Ezra 4 views 3 comments 0 points Most recent by [email protected] 05/14/20Formulas and Functions

First post 05/13/20,Last post 05/14/20
I have a number of Harvey ball metrics (count of red, yellow, green tasks) and things that change every day. I haven't really seen any way to capture and store these each day at a particular time (or hourly, weekly, monthly). Anyone have a…
Formulas and Functions43
Ezra
Reporting and Dashboarding on Multi-Select Column TypeQuestion

Answered - Pending Review Anthony Car 48 views 4 comments 0 points Most recent by Anthony Car 05/14/20Formulas and Functions

First post 05/12/20,Last post 05/14/20
Hi, bear with me as I am a pretty new user to Smartsheet (love the tool so far but have hit a snag) I'm currently utilizing the multi-select column type for a few of the sheets I'm working on. I love the feature, but am having trouble buil…
Formulas and Functions484
Anthony Car
Report to itemize responsesAccepted Answer

Accepted Answer Rachel McLaughlin 20 views 2 comments 0 points Most recent by Rachel McLaughlin 05/13/20Formulas and Functions

First post 05/13/20,Last post 05/13/20
Hello! I am trying to develop a report that will list out which Residents have selected which Attendings with whom they have worked - here is the sheet that comes from the form I've created - they just click the box for which ones they've…
Formulas and Functions202
Rachel McLaughlin
Behind/Ahead of Schedule by "x" daysAccepted Answer

Accepted Answer Elizabeth Jones 23 views 5 comments 0 points Most recent by Paul Newcome 05/12/20Formulas and Functions

First post 02/20/20,Last post 05/12/20
Hi All, I'd like to add a column that reflects how many days my project plan is ahead/behind schedule. I asked this question last year, but couldn't find it anywhere. I have a Planned Finish and a Finish Date. I'd like the row to displ…
Formulas and Functions235
Elizabeth Jones
Card View for Reports

Jess Evers 589 views 13 comments 0 points Most recent by twilliams107676 05/12/20Using Smartsheet

First post 01/17/19,Last post 05/12/20
All, Has there been any progress with adding card view to reports? Has this been an approved feature and scheduled for a release? Our company has been pushing a move to JIRA because of the gap with smartsheet in allowing our teams to vi…
Using Smartsheet58913
Jess Evers
Copy and keep cell value based on day of the week.Question

Answered - Pending Review Jerome Thomas 20 views 5 comments 0 points Most recent by Paul Newcome 05/11/20Formulas and Functions

First post 05/08/20,Last post 05/11/20
Hello All, Is there a formula that would take a value from cell "A", copy it to cell "B", and keep that copied value in cell "B" until a set number of days have passed? Backstory: I currently have a dashboar…
Formulas and Functions205
Jerome Thomas
Automated Workflow for Forms and Reports

Angelo Cordero 27 views 3 comments 0 points Most recent by Andrée Starå 05/11/20Using Smartsheet

First post 04/29/20,Last post 05/11/20
I created a form to collect data from users (while at the same time protecting my sheet). I need to collect data from users on a monthly bases, and I'd like to be able to send the Form I created at the beginning of every month. I also hav…
Using Smartsheet273
Angelo Cordero

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