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Calculating a minimum payment figure using a formula or function
Hello, I'm hoping someone may be able to help me with something that probably seems quite obvious or basic however, my knowledge on formulas or functions within Smartsheet is not advanced, so I apologise in advance! I'm trying to get my finances in order and thought I'd use Smartsheet to plan this. I've done a screen shot…
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Link Data in a Smartsheet on a Specific Day and Make Static
I have several 13 Smartsheets that make up a campaign of projects. At the top of each sheet I have some metrics, including the % complete for all the projects, combined, on the Smartsheet. I want to create a new Smartsheet that links data from the %Complete metric on a given day, and make that data static in the new…
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Plotting cost over time
Hi- I am trying to either graphically or with subtotals display cost over time as aggregated preferably by month, but also want to consider by week. I am easily able to plot cost for items that begin or end in a calendar month, but not for items that span months. I am pretty sure each cost would need to be broken down into…
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Sharing segments of a Form's responses
I am looking to share only select results of a Form using a Report, but, in order to do so, it appears that I would need to provide access to the initial Form results. Is there a way to avoid doing that so that the person cannot see all of the form's results (i.e. departments other than her own)? The Report doesn't…
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Multiple conditions (from different columns) applying conditional formatting
1 Can I do conditional formating using more than one criteria (different Columns) We track goals for residents and if the goal is not met within the required timeline I would like it to highlight the total in red. is there a way to make 2 conditions for the same formatting rule? example if frequency is '30X/Month' and…
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Set a date in a report that only pulls yesterday's date
I have a report that I need to pull units from yesterday. When I set the date threshold as 1 day in the past it pulls units that are from today and yesterday. How do I set the date to only pull from yesterday's only? thanks in advance for your help.
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Report with What and When requirements
Hello community, I need your help on this report. The solution is probably very easy, I just cannot get my head around it. I have a project plan with one column "Flag" (lines can be flagged with the little red flag) and a column with the finish date. Now I want to create a Report, which shows me all "flagged" tasks, as…
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How do I use the task rollup report to summarize multiple project plans?
I am struggling to get data to show and the other threads on this topic did not help me. HELP!
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Selecting one row across multiple sheets for reporting
Is there a way to select/display just one row's information from multiple sheets into one report? Meaning if I am using the same template across 25 sheets and want just the one parent row from each of these sheets to show on the report, is there a way to do this? Each sheet has tasks associated with it and the parent row…
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Summaries in Reports
Hi, This has probably been asked numerous times but I just can't find the answer but I can't believe it isn't possible. I am making a simple equipment inventory with servicing data within it. The services are carried out on a 1,2 or 3 year rolling cycle, so I want to be able to print off a report at the start of each year…