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JOIN(COLLECT is not working when using > = as a filter
I answered my own question, but I'm not sure how to delete the post. I should be using < rather than > I have a sheet that is pulling interventions for adjusting employee behaviors. Some of the interventions are only necessary if the behaviors have repeated. I have a column that counts behaviors in the last 60 days that is…
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Formula Index Match inconsistencies
Hello, I have been using an Index match formula, however it doesn't always pull back the correct match or provides a no match however when validating the data, it is there. Is there a better formula to use? Here is what my current formula is in the cell: =INDEX(reference sheet column),MATCH(@row in sheet,(reference sheet…
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Seeking automation for Monthly Dashboard with separate Month Rows
Hi all - i am building a monthly dashboard with separate columns for each month's status, key takeaways, and next steps. I am wanting to build an automation that says for example: 'your {{current month}} status update is due, your last {{last month}} update was {{status color}}. Please be sure to indicate your key…
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Pulling from 2 different sheets into one sheet
I am trying to pull project phases from one Smartsheet and project checklist items from another sheet into one sheet. I would like the information from both sheets to be on the same line in the destination sheet. (Report puts them on two lines) Below is my current formula and I received the error #Incorrect Argument Set
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COUNTIFS Statement with dates and other criteria
Trying to count how many design starts are projected for each month within the Western region. Below is my formula; however, it doesn't seem to be functioning properly. I am referencing another sheet and I've confirmed that the references are pointed at the correct columns. =COUNTIFS({Summary.DesignStart},…
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Is there a way to maintain currency formatting when within a formula?
Hello all, I want to use document generator to make annual compensation letters. Leadership wants the compensation dollar amounts to be formatted within paragraphs, which makes a traditional fillable form a little challenging when I need to be super precise about being in line with the rest of the paragraph. They want one…
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How to calculate the first date of the previous month, including when the year changes
I had the following formula set up to calculate the first date of the previous month, and now that the year has changed the formula is no longer working as intended to pull in December data. How can I fix this so that it shows the date as 12/1/2025? Current formula: =DATE(YEAR([Date Column]10), MONTH([Date Column]10) - 1)…
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Index/Match
Hello when matching between two smartsheets using this formula =INDEX({Livestock Transferred on Range 3}, MATCH(nlisid@row , {Livestock Transferred on Range 4})) it sometimes returns #NO MATCH even when there is the same exact data in nlisid to match to, they are both dropdowns. Out of 909 lines 59 are not working…
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Logic for parent row status
I have a to do list with parent tasks and children tasks. I have a status column with a dropdown menu with the options “Not started,” “In process,” and “Completed.” I want to have a formula that auto-populates the parent task with the status based on the children tasks. Here is the logic that I want the formula to use: If…
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Generate formulas using AI in table view
October, 07, 2025 Table view now supports generating formulas using AI, previously only available in grid view. With this feature, you can quickly create working formulas in the formula panel without needing to master complex functions or syntax. Simply describe what you want the formula to do in plain language, and AI…