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Can I create one:many and many:many relationships between two SmartSheets?
Hello, I have two related SmartSheets covering different aspects of my data. I would like them to refer to each other so that I can ultimately pull certain aspects into a report. I prefer to use SmartSheet over SQL in order to take advantage of the workflow and approval capabilities. However. I cannot figure out how to…
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Alert or update if a column value is changed based on the column(primary column)
Example - I've columns warehouse and route . I need to setup a notification or alert if the route had changed for a particular warehouse. In this example , I need to send notification or alert for Test and PR103 as the previous values of route has changed for them. can someone guide me as to how to do this?
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Join columns from 1 match
Good evening, I'm looking for some assistance :) I've been trying to find the formula that alows me to join 3 columns value of the same line of the match. This is between 2 smartsheets. I made a quick draw of it. I would appreciate any help :)
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How to count the number of times a value appears based on multiple criteria in another column?
Hello, I am trying to create a formula that counts the number of times an email appears based on a number of selections made from a drop-down menu. The process is for counting the number of trainings completed per quarter per employee. The trainings are submitted through a form and only one training title can be submitted…
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Pulling next date from a sheet
Hello! I am looking for assistance with a formula that can pull in the next action date from one sheet to another. For context, we use sheets for customer renewal project plans. We also have a tracker that gives an overview of all the project plans and their name, completion, next action date, status, etc. What I would…
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Sheet Quick Edit
Hello, This may already exist but... In my smartsheet, I have linkages to other sheets where information gets entered (call this sheet 1) and then summarized on my sheet (sheet 2). It would be convenient to edit sheet 1 from sheet 2 in some sort of pop-up window so I never have to leave my main sheet. Something like this…
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Pulling data from another sheet (vlookup?)
Hello, I have a question about pulling data from another sheet and I'm hoping there is an easy way to do this. So I have 2 sheets, one is my main sheet with all my data (collected via form), and another sheet is my roster. On my main sheet, the Employee name column is a single selection drop down menu with my employee…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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JOIN COLLECT FORMULA
IN PICTURE (A)- i have successful JOIN COLLECT formula IN PICTURE (B)- I tried to replicate the formula, but add additional columns I needed to be joined as well. IN PICTURE (B-1) Incorrrect Argument
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Extracting multiple lists by category
Hi. I have a master sheet where each row is allocated one of four categories. I would like to extract this data into another sheet, into different columns dependent on the category (i.e. four columns for name, one per category, four columns for date, one per category). All the functions I have tried (vlookup, match/index…
