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Searching keywords from a list of words?
Hi, I have two sheets, say Sheet 1 and Sheet 2. Sheet 2 contains a list of words in one column (i.e. "Keyword"). Sheet 1 contains a column with status updates (i.e. "Comments"). I would like to set up a formula that searches if Sheet 1's "Comments" column has any matching keywords from the list of words hosted in Sheet 2's…
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Identifying successors of successors (and so on...)
Current status: I've successfully generated a "Successors" column, listing direct successors of each row, using the following formula: =JOIN(SUCCESSORS([Task Name]@row), ",") Current roadblock: My "successors" column only shows direct successors. I'm looking to create a column that lists ALL successors, all the way up the…
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Modified SUCCESSORS() function to report more than just direct successors
WHY IS THIS USEFUL? This updated function would allow us to filter the spreadsheet for only the driving path to a particular row#. This would be similar to a filter for critical path, but enable much more flexibility. Current status: I've successfully generated a "Successors" column, listing direct successors of each row,…
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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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Dynamic Drop-Down
Does anyone know if the options in a drop-down can be linked to a table? I have a sheet that users can pick a "provider" from a drop down list. That provider is associated with a vlookup that helps to populate other columns in that sheet. However, the "provider" list is dynamic and changes when a new provider is added to…
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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…
