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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…
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Parent/child rows in a report even if not assigned to parent row
I need to build out a report that pulls the below information: Report needs to show the parent and child rows -Parent is not assigned but child is assigned -Parent is assigned and child is assigned I am open to helper columns but everything I have tired is not working. Formulas: -Parent Helper: =COUNT(ANCESTORS())…
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Calculating Totals
Hi all, Im trying to use a formula to calculate how man hours of different leave type an employee uses to add to a report and or dashboard. Any suggestions on how to make that happen?
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Reporting by month
Hello! I'm creating a reporting dashboard from a Smartsheet that tracks all incoming project types and I'm hoping to report a breakdown of the number of projects that are due each month. Is this possible with a particular formula? I'm coming up with a lot of errors. Thank you!
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"WBS Helper Columns->" column
Does anybody know what the "WBS Helper Columns->" column does in the Project with Work Breakdown Schedule (WBS) template? Is it just a helper column where a function could reside, or does it have an "Off the Shelf" purpose?
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"Helpful" Popups
There should be a way to hide tips and tricks from Smartsheet. If you have been working with formulas for years, you should be able to type in a formula without a pop up that blocks the other cells telling you how to use the =SUM() for example. It is always in the way of the cells I need to select. Should automatically…
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Allow for Smartsheet to pull and return column names into a formula
Unlike some other spreadsheet programs, Smartsheet formulas cannot reference the actual header row (row 0) as data. I have a sheet which tracks many dates pertaining to our projects. Each column is named for the relevant milestone. I built a column formula that can iterate over those columns and pull the most recent date…
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IF Formula working on some and not on other items in column
Hi All, I have a formula running in a column to validate an action based on whether it was done prior to 01/01/2011 or not. =IF([Install Date]@row >= 1 / 1 / 11, "Yes", "No") The formula works as required on rows where there is a year only, but throws #INVALID OPERATION where a date has been entered through smartsheets…
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Construction Phase Count Formula
I'm trying to count how many projects are in the construction phase each month using this formula: =COUNTIFS({Master Project List Range 1}, "2 - Construction", {Master Project List Range 2}, <=Month@row, {Master Project List Range 3}, >=Month@row) It works, but I want to make sure it's also counting projects that are…
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Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…