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Smartsheet Backup and Recovery
We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient: We have a single worksheet that drives multiple reports…
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Best practice to manage dynamic views without Content Centre?
Hi, My agency doesn't have access to Content Centre. What is the next best practice to 'retire' rather than delete a set of Dynamic Views, please? I'm finding that the list is becoming unwieldy but don't want to delete the DVs until I know they won't be required again.
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Sheet setup for scalable data
Looking for a best practice to set up a scalable (target vs. actual, month-over-month) sheet - There are 15 specific varying metrics (e.g. numbers, $, %) collected monthly by different people. Each metric will require both actuals for the prior month and a target for the next month. I would like to show both monthly…
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How to input data into target sheet from a source without a unique ID
For context, I am mining public clinicaltrials.gov records to associate unique trial records with results publications. There are often multiple results publications linked to an individual trial record. I have a sheet of my institutional records, each record has its own row and is uniquely identified by a national…
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Year-to-year best practices when it comes to metrics based on dates?
Greetings- I need some advice in regards to best practices when it comes to tracking multiple years and what to do when one year ends. For example, my SS below tracks submissions via the form by month and year using the formula below for January. =COUNTIFS({Community Engagement Request Range 1}, "1", {Community Engagement…
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Q: Share to Personal contact "group" in Outlook
Hello Smartsheet Community, How-to Question... Co-worker has a personal contact "group" in Outlook with over 100 people in the group. This is not a "distribution list" and not a company-wide "email group" for the directory - and we don't want to put it there. Also, we're not "admin" for the whole organization - so not…
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Best Practice for Capturing Project Info on PM project plan
My team is using the Project Management Office template set. I love the template set but I saw this Project Information section on a different project template and I like the idea. I added it to the Project Plan template in our PMO, but I can't figure out how to use it or if there's a better way to capture this…
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Count If AND
Hi! I am trying to build a formula in which I can count an item from a list as long as it meets 2 criteria: 1- Item submission is in JANUARY 2- A dropdown selection is "No" I truly cannot wrap my head around making the right formula so it gives me the appropriate result as I do not know how to build a count IF formula that…
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I want to report the values of mixed data types in a single column
I have many many sheets where column names are the same but data types are different (ex: some "Assigned to" columns are text/numbers and some are contact list, some "Project Name" columns are text/numbers, and some are dropdown list.) The choices in value type are driven by the many teams specific needs. This creates…
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New Workspace
I am helping a colleague convert her Shared Excel file (in SharePoint) to a Smartsheet project. We have the workspace set up, and 10 of the 20 sheets (in a folder). But here is the question, those 20 sheets (which are in a folder within the workspace called "QMS Entities"). And this user has a Master sheet, which she is…
