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Next Outreach Due Formula Help
Hello, I’m looking for assistance with a Smartsheet formula I’m working on and could use a second set of eyes. What I’m trying to achieve: I’m currently working on an outreach program that needs to calculate the Next Outreach Date based on outreach activity. Our team makes up to three outreach attempts, and we also have an…
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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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Indexing from Multiple Sheets
Good afternoon Smartsheet Fam, I'm trying to create an index formula across 4 sheets to pull into a single sheet. The formula I have tried is: =IFERROR(INDEX({AHM.Client}, MATCH([CU Project ID]@row, {AHMPlan.CUProjectID}, 0)), INDEX({ahmne.client}, MATCH([CU Project ID]@row, {ahmne.cuprojid}, 0)), INDEX({ahmse.client},…
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Alerts For When Nearing 5000 row Limit
Is there a way to set up an alert on a sheet for when it is nearing the 5000-row limit? Thanks!
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SumIF formula help
I am trying to find the right formula to use in the scenario if a cell in the row is yes, then it sums cells in the same row to create a total. threshold totalscore1 totalscore2 totalscore3 Final score yes 46 10 9 this would pull a total for the 3 total score cells in the row no 15 75 12 this cell would not total because…
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Can I count cells between number thresholds if the cell also has text in it?
Hello! I'm currently creating formulas for a gift register to document the price ranges we have and how many are in each category. My categories are: £0 - £50 £50 - £100 £100 - £200 £200 + However, the formulas aren't pulling back all the data accurately because some of the cells include text too like 'less than £500' or…
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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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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…
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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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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!