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Access a Sheet Summary field from a different sheet?
I have 2 sheets and want to be able to pull the value from a sheet summary field on Sheet A into a cell in the grid of Sheet B. Is there a way to directly reference this? I know how to cell link from a grid cell of Sheet A into Sheet B but not summary field. I guess I could set up a helper column in Sheet A to pull in the…
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Counting individuals supported by specific customer removing repeats
Hi, I am trying to sum the number of individuals that are supported by a customer. There are several opportunities that support a single customer and within these opportunities the same individuals may be supporting the customer. How do I calculate the unique number of individuals who support a single customer. The…
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Auto Generation of Crossreferenced tables
Topic: New Sheet Row Generation with selected data from a source Sheet with data linked. FYI: I posed this @ Product Ideas too. If you are used to ERP linked data tables you may have explerienced the need to get similar benefit in Smartsheet. We are in the need to generate a new row in a "destination sheet" triggered from…
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IF/CONTAINS Formula Question
Right now I'm trying to experiment with pulling information from one sheet to another based on if the creation day and submitter match, and I'm struggling to get it to work. First I was getting an "INVALID DATA TYPE" error, so I tried starting from scratch but now I'm getting an "INCORRECT ARGUMENT" error, so I guess…
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Checklist population with info from another sheet
Hi team! I'm hoping one of you wise Smartsheets gurus have some guidance. I am trying to build out a "checklist" that will populate with data from another form and for the life of me I cannot figure it out! For a little more context, I work in the Mortgage industry. The documentation needed for each loan can vary,…
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Nested IF statement for multiple date range
Hello! I am currently attempting to write an all encompassing formula to read through different work windows. We are only able to work in certain areas of the city depending on the "work window". Depending on the work window, these dates have differing start and end dates. I can get one window to work properly, but the…
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Workspace Cell References
It would be useful if you could create / manage a table of workspace cell references. For example, I have a base sheet that then is referenced by many break-out sheets within the workspace using external cell references. For something like "Site ID" in the main sheet, setting up a consistent workspace cell reference of…
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Workflow to copy a row from one sheet and paste special, links to copied cells
Looking for a method to use automation or a workflow to copy a row from one sheet and paste special, links to copied cells to a row in another sheet. Any suggestions appreciated.
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Requesting help reporting top three vendors for three locations based on a common review database
Our team is trying to build a tool to intake vendor reviews based on five averaged criteria to inform vendor selection on future projects. I've built the form, a review collection database, a review metrics helper sheet, a vendor masterlist and a preliminary report. I'd like to be able to consistently report the top three…
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#UNPARSEABLE error in COUNTIF formula with OR function
Hello, I am unsure why this formula is returning #UNPARSEABLE. =COUNTIFS({Task List - Texas Projects FND Prepare}, @cell = Name@row, OR(({Task List - Texas Projects Agent Status}, @cell = "Red"), ({Task List - Texas Projects PM Status}, @cell = "Red"))) It is supposed to count the number of times a name in the "FND…
