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Setting up a metric sheet to calculate the YTD sum, but not show data in future months
I’m trying to set up a metrics sheet that will feed into a dashboard to show a rolling total over time, but I don’t want future months to display any data. For example, a user will enter values in the right-hand column, and I have a formula that calculates a rolling total in the green column. The green column is what I…
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Count IF(s) Formula Help
I need help with a formula in Smartsheet. I'm trying to count occurrences of specific values in my Issue Type column, but I have Allow Multiple Values Per Cell enabled, which is causing issues with the COUNTIF/COUNTIFS formula. For example, my expected results would be: Incorrect Product (6) Missing Parts (2) Defective…
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Formula for Imported Data
All, Im importing data into smartsheet from excel and there is a lot of extra information in the file. How do i copy select columns over into another sheet? I will be doing this on a weekly bases can i create a "raw import sheet" that will automatically copy the information over to my preferred sheet? I will be deleting…
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Count projects completed in a date range
Hello, I am looking to create a summary formula that calculates the projects completed within a given month. From the screenshot, I need a formula that evaluated the 'Status = Posted Live' AND the Actual Completion Date within March 2026. I've been playing with the CountIf formula, but I can't get it to work! Any ideas?
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Cell Behaviour for Cross Sheet Reference Formula with Daily Source Sheet Data Refresh via Data Shuttle
Hello, I have a metrics reporting sheet that relies on cross sheet reference formula to count rows from a formula column in a source sheet (let's call it Sheet A) that refreshes with data via data shuttle (set to 'Replace all target sheet rows with the data from the input file') once per day at 8 AM UTC (I am in PST). One…
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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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Access values stored in cell history
Hi guys, my idea here is to use the stored information in a cell value. Let's say that the first time this cell was changed is important to me and I want to store this value in a different column in my sheet. I would then use a formula to get this stored information, for example: =GETCELLHISTORY([info], [position]) info:…
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Converting Excel Formula
Hello, I am trying to build a formula that assesses several columns and returns results as a list. Kind Helpful Polite Cheerful Attentive Good Ok NeedsWork 5 4 3 2 1 Kind Helpful Polite Cheerful Attentive =TEXTJOIN(@, ",TRUE,IF(A@>4,"Kind",""),IF(B2>4,"Helpful"…..etc. works in Excel but I haven't been able to convert it to…
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Pre-Populate a Form with Query String
Hi, I tried looking at previous posts here to make this work, but I am definitely not doing it right. lol. I am trying to pre-populate 4 fields in a form. Here is the test sheet (public) https://app.smartsheet.com/b/publish?EQBCT=d8c8d8b25bf0477e963e7c07a8ca81bb Below are the form fields I am trying to populate. Any help…
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Index, Match formula returning some, not all values
Formula was flowing correctly, but some change seems to have partially broken the pull but I can't figure out what/how. "Project" column dropdown is linked to a Master sheet. Budget Owner column contains the below formula which should look for the cell value in the Project/Cost Center/IO column within the P+CC+IO column of…