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I am trying to create a formula to calculate project ranking, but don't know where to start!
I am working for a formula to determine ranking based on some questions that people need to fill out in a form. Here are the questions they need to answer, as well as the options: Financial Resources: CapEx project or over $25k$5k - $25kLittle to no expense Internal/ External Resources: External resourcesMultiple resources…
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Sequencing automations with no condition/trigger overlap - clearing top row after an automation
I'm hoping you can help! TL;DR in the weeds - I'm looking to use a change in the sheet to trigger an automation - but only act outside of the actual trigger TLD;DR big picture - I actually simply want to run two automations sequentially. As far as Smartsheet can tell they are entirely disconnected. (Their connection runs…
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Shortcut for counting lots of items in multi-select column?
Hi all! I know how to do this manually but am hoping someone has a shortcut! I have a sheet with a very long dropdown list of college majors for employees who have signed up for a particular program. It's a multi-select field since many people had more than one major, and they can also type in a response if their major…
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Linking data from multiple sheets to one master sheet - then to a dashboard
Context: I have a team of people with their own individual smartsheet trackers that each contain identical columns. I want to have the rows on those individual trackers automatically populate/update in one master tracker where I can see everyone's data at once. I have already tried reports - this doesn't work for me. The…
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Need to update dates to Q1_2025, Q2_2025, Q3_2025, Q4_2025
I need to update a value in a new column. How would I look at a date column that shows dates between 01/01/2025 to 03/31/2025 and place the value of Q1_2025 into another cell?
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Trying (without success) to use a contains with a Countif when referencing another sheet
When I try this statement: =COUNTIF({PM Assigned}, [PM Name]@row) I get the number 55 - which is correct. The number of cells that EQUAL that value are 55 BUT I am looking for the number of cells that contain that value (Should be 56), but I have had zero luck with all of the combinations I have tried. Any help? To state I…
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Need to reference distinct values from another sheet
I'm looking for a formula to automatically pull distinct values from a column in another sheet to use in a reference sheet. Example: Source sheet 1 has a list of [CustomerID] and various other columns. Some [CustomerID]'s are listed on multiple rows. Reference sheet 1 wants to list all the DISTINCT([CustomerID]) values, so…
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Can I pull in information from one sheet to another when there are multiple matches?
I have a budget tracking process I would like some help setting up. See steps below: Employees fill out a budget request form for office events. On this form, they state the name of the event they are hosting, which office they represent, and how much they are requesting from a pot of funds. This is stored in the Primary…
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automating image display in a dashboard
One of my stakeholders is a big fan of visual information, and when viewing a dashboard, has asked for quick, visual way to assess the project health. I have a tentative formula for calculating that health (=IF(((COUNTIF([Risks?]:[Risks?], 1) / COUNT(Tasks:Tasks)) / 100 <= 0.1), "low risk", IF(((COUNTIF([Risks?]:[Risks?],…
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Horizontal Dates with Index Match
Having trouble with an Index Match function. I have the Match portion working, but not the Index. Goal is to display the name of the current stage. Yes the three Stage columns and "Index(Match)" column are set as Dates. I have the Stages backwards since the Match function reads left to right and some Stages might be…