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How do I create a report that sums totals from my sheet?
Hi, I need to create a report that sums up the totals of each quarter on a report. How do I do this? I would normally use a pivot table in Excel for this, but I'm not sure how to recreate that same functionality in Smartsheet.
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Ability for PM's to select which projects they want to receive a status update request e-mail
On an ad-hoc basis I need project managers to be able to select which project(s) they want to receive the status update request so they can update accordingly. Currently In my dashboard I give them access to a separate "project selection" sheet containing the project list (linked in from the master data sheet) and a…
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Returning the most recent value that matches multiple criteria (cross-sheet lookup)
Hi All, I am trying to create a preventative maintenance schedule for our fleet vehicles and heavy equipment machines based on the vehicle/machine, the most recent odometer readings or machine hours, and the type of service needed (PM Service 2, PM Service 3, Oil Change, etc.). For my source sheet, I'm using a repair and…
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INDEX COLLECT or VLOOKUP not working with numbers
I am in need of some help with trying to use either the INDEX/COLLECT or VLOOKUP functions. I have tried everything I can think of and nothing works. By employee number, I want to return their tenure. Both are contained in a reference sheet. Here is what I have tried. =IFERROR(INDEX(COLLECT({Tenure }, {Employee Number},…
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Returning data from another sheet matching on two criteria
I am trying to create a report which brings back the actual performance for performance measures for the last month, 2 months ago and three months ago. But am stumped as to how i can do a lookup to the base data sheet using two criteria (MeasureID and where the date is last month etc.) The base data sheet has a row per…
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Join collect with other sheet
I'm trying to use the best formula that will basically say.. If Distributor Name (sheet one) = Distributor Name (sheet 2), then input contacts (sheet 2) into contacts (sheet 1). There are multiple contacts on separate rows for each distributor on sheet 2 that I want to combine in a single cell for each distributor on…
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Form Data
Hello totally new user to Smartsheet and need help on creating a form. I have looked at the posts but haven't found the answer, please help. 1) I need to create a form that will be filled by users to sign-up for different games. On the form my first drop down is Venue and that's the easy part, however when they select the…
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Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
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VLOOKUP/JOIN/COLLECT - Need help combining groups of emails
Good afternoon, I am stumped & hoping someone can help. In short, I have a Reference Sheet with the contact info and a Communication Plan Sheet. In the Reference Sheet, I added an Address/Filter/Email List column. The Email List is grouping all of the addresses based on which group they are in, so when you copy the Email…
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COMPLEX INDEX/MATCH arguments issue: Project Updates Tasklist
@Paul Newcome @Paul Newcome I need your expertise My manager has tasked me with referencing data from a hierarchy of rows, for multiple columns, but wanting the Parent Row to be updated from the inputs of the data in the CHILDREN rows, which he then is asking for the most recent update of that selected customer. I am…
