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The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
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Adding YTD totals without using Sheet Summary fields
I have a sheet the tracks manufacturing operations. Each year, I need to summarize YTD totals from the sheet. This is resulting in many sheet summary fields each year. As time goes on, I will run out of the limit of 200 fields. Is there a way to automate any of this, either with automation or having information go to…
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How do you create a dynamic list of unique values from multiple sheets?
I am trying to create a "level of effort" calculation where we compare the count of bidded, lost, and awarded projects against a specific criteria, which is often a dropdown column in the source sheet. I have tried using JOIN, COLLECT, and INDEX from at least a dozen posts in the Community but nothing has worked to date.…
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Control Center Links and updating from report
I am using control center to create new projects and folders and linking to a Summary sheet. However I want to be able to create a report from the summary sheet and make updates to fields that will post back to the summary and the project. Is this possible? currently no matter what link option I use in the profile setup it…
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Creating a formatted/merged email from a grid
I have a complicated workflow that I'd like to significantly reduce, in terms of time spent. Working from a standard grid, I need to format the email, pulling some summary information for a project and then adding specifics for each individual tied to each project. A few points: the summary information is currently in a…
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Conditional Formatting in Rows Resulting from Formulas
Hello, This might be somewhat of a long/confusing one. I am trying to figure out how to better automate categorization for blood pressure categories when being placed into a sheet. For example, in the image below the column "BP" is where the initial number is input. I then put a LEFT formula in the column "Sys formula" to…
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Does SmartSheet have an equivalent to Excel's "Name Manager" and "LAMBDA"?
I need a way to label a specific set of data or create a custom function that can be used in cross-worksheet formulas. Related to another query of mine, I need to take a list, give it a specific name, and reference it without having to navigate to the source sheet every time it's needed. For example, let's say I have a…
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Cross-sheet references maxed out
I'm building a large master reporting sheet that cross references multiple other form response sheets based on a shared "incident number". I have six more columns of data to pull over from another sheet but have maxed out the cross sheet references (100 per sheet!) This master sheet then uses that data to create pdf's. I…
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Managing Cross Sheet References at the Workspace Level
Today, cross sheet references must be managed within an individual sheet. I'd like to be able to implement and manage cross sheet references at the workspace level as well. Use Case: 3 sheets containing unique data, but identical columns that are fully replaced weekly; 2 reports generated from those 3 sheets. The 2 reports…
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Cross referencing same range across multiple sheets
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…