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Dynamics metrics across new sheets
Goal: create metrics for a dashboard that automatically update when new project plans are created in the same workspace. For example: KPI=Number of late deliveries across all projects at a client I can create a metrics sheet and create a formula to pull data across sheets, but each time a new project is started, I would…
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Nested IF statement with date comparison
I am either getting a #UNPARSEABLE error or #INCORRECT ARGUMENT with my formula. I am trying to compare two different date columns (Posted Date) or (Last Reviewed) against another date column (Deadline) to indicate a Yes or Review Needed. One of my columns (Last Reviewed) could be blank because it has been reviewed since…
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I need assistance with a parent/child formula
I would like to return a specific value in a parent row when all the values of the children is equal to a specific value. I would like the parent row to automatically show complete as soon as all the children rows are completed. The cell can be blank if all the values are not complete. I used the following formula to get…
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Functionality Question
Hello, I am more of an Excel guy who is attempting to wrap my head around Smartsheet. I have a scenario and I am thinking it can be done, it seems like I almost find the answer but just not quite. I have records which require attention, usually in contacting users and getting require, late training complete. There are a…
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Sheet Summary Report Grand total row ?
I am bringing in 2 separate sheets into a sheet summary report using a custom column called "Total Revenue" which is a sum of each individual sheet's revenue rows The sheet summary report is showing correctly both rows for each sheet and the corresponding totals for each sheet. e.g. Miami $138,875 Tampa $264 My question is…
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Combining AND & OR in a formula
I have a sheet with the following three columns: --Was the question asked --Answer 1 y/n --Answer 2 y/n I want the formula to turn the flag red (cell already formatted for flags) if the question was asked, and either answer 1 or answer 2 were no (aka, i need all the no's from everyone who was asked the question). So far I…
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Nested IF Formula for Automating Related Columns
I have a sheet that has rows added through an automated background process (not a form). As the rows come in, they are assigned a date in a column called "Date of Inquiry." There are two other pertinent columns in the sheet: a Harvey Ball column called "Status" and a dropdown-menu column called "Outcome." The Harvey Balls…
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Need help with creating aging buckets.
Hello, I have the following formula in excel but it did not transfer to Smartsheet. Is there a way to get this formula over? =LOOKUP(F2,{-100,7,14,21,30,45,90,180},{"0-7","7-14","14-21","21-30",">30",">45",">90",">180"}) I am entering this formula in the column "Equipment Date Range" and validating the data on column "Days…
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Use a form to trigger a new project
I'm trying to automate the onboarding process for new hires. Here's what I want to accomplish: We hire a new employee, the manager fills out a Smartsheet form and based on that form it starts an Onboarding Project sheet that is a template. Can I do that? If so, how?
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Using Join with Logic
Is there a way in Smartsheet to combine the data in the rows below AND include the Column Headers AND exclude the "No Impact" Status? The end result should look something like this: