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 Functions16A. Marcus
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 Smartsheet19Dennis Knipfer
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 Functions9Eric Glassey
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 Functions12joe.quinones
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 Smartsheet31Lawrence West
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 Smartsheet17Donna T
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…
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 Smartsheet19Ryan Nix
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.
Formulas and Functions28Dennis Wierzbicki
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 Integrations80cmondo
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 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 Smartsheet417Jakub Gill
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 Functions1310dlnvtl
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 …
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 Integrations42Jennifer.Stangret
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…
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 Smartsheet17Fernando Flores
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 Smartsheet260Brett Holmes
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…
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 Smartsheet24Mike Rini
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.
If I change the status of "Software" to Red (R) in the child row, it…
Formulas and Functions53Cuatro
I am trying to extract data from the rows which have its first column starting with particular co…
Formulas and Functions63Himanshu Agarwal
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 Functions14Philip Hanekom
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 Functions4Ezra
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 Functions48Anthony Car
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 Functions20Rachel McLaughlin
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 Functions23Elizabeth Jones
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 Smartsheet589Jess Evers
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 Functions20Jerome Thomas
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 Smartsheet27Angelo Cordero