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Formula Help - Completed Projects Within FY
Hi there, I am looking to include a metrics widget on my portfolio dashboard for all completed projects in FY20. Our fiscal year runs 2/1/19 through 1/31/20 (or alternately, this could just be completed projects in Feb 2019 and after, then I will start a new count next Feb). My current baseline formula…
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Monthly Turnover Time
Hello, I am working to create a widget on a dashboard. In order to do this, I want to get data between a start date and end date (turnover time) per month to show monthly progress. I have tried by finding the month and year but I'm not sure how to attach the turnover time days with its corresponding month/year . . .…
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Nested IF & Multiple arguments
Hey there! Currently trying to automate a tracking report that my company uses. I want the "District" column to automate based on the property number entered. However, while there is only 7 districts, the list of properties could easily be in the thousands. We can determine the district of a property by the first two…
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No Array formulas but need work around
Smartsheet does not use array formulas, but I need a way to list out items from one spreadsheet to another if a certain condition is met. For example, I have an array formula that I used in excel that would look for a certain condition on one spreadsheet then pull all the rows of data that had that condition to another…
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Updating RYGB status based on date AND dropdown selection in multiple columns
Hello! I would like for the RYGB status to be updated based on BOTH a due date (I already know how to do the status based on only due date), AND on the selection of a drop down menu in 5 other columns. So: Red is past due AND "completed" or "N/A" are not selected in the drop down menu in multiple columns. Green is past due…
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Cross sheet formula help
I have a master property sheet that is updated with new property information. One of the columns in the property information sheet is "Sales Rep." I created another sheet that I want to track the list of properties for each sales rep. 1 sheet is setup for each sales rep. I would like for the tracking sheet to pull all of…
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Creating a 2nd date calculated from initial date
Added data in row with a created date I want to automate an expected close date 30 days from created date.However the expected close date could move and I want to be able to change that days adding on days until actual becomes yesterday. of this I want to run forcasting into months and length of sell cycle. I have read…
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actual and forecast sales per month
I am trying to create a dashboard to show sales reveunues actual and projected. I have a column expected close date which I want to use for the forecast but the dates vary and although I can use month to get a numerical indicator of each month I cant work out how to create a formula which would capture all dates and…
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Populate a drop down based on date in other columns
Is it possible to auto-populate a drop down based on a date being entered over a range of columns? Example: Column 1 (Drop Down) Pending (Date) Review (Date) Released (Date) Pending 2/21/19 Review 2/12/19 2/19/19 Released 2/12/19 2/19/19 2/21/19 So what I am looking for is if there is only a date in Pending, then Pending…
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VLOOKUP/Matching/Collecting
Hi there, When a prospective customer fills out an online form and provides us with information, I want to be able to automatically match the specified services to one of our advisors from a separate database I have built. I understand VLOOKUP for one search value from one lookup table, but how can I specify multiple…