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Sum(Collect Calculation giving #Circular Reference Error
=SUM(COLLECT({Forecast Amount}, {Customer}, $Label@row, {Sales Stage}, Qualification$1)) That is the calculation I am using bring forecast sales based on Customer and Sales Stage into a metrics collection sheet. I am going out to the Sales Pipeline sheet for the information, two (2) sheet prints attached for reference.…
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Formula to mark the checkbox for the newest date in a row
I have two columns in a form: Current Status and Date of Completion. The Date of Completion column should be updated on a weekly basis. I want the Current Status to check off based on the latest Date of Completion. Is there a formula to do this?
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Need Help with Auto-Generating Project IDs in CopyRow Automation
Hello Everyone, I'm looking for some advice on automating Project ID generation in our CopyRow Automation process. My department uses this tool for project intake when sending work between teams. However, we need to include a unique Project ID that transfers to the destination sheets. Currently, our project managers spend…
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I would like to trigger a workflow based on a store opening date
So for example a new store is opening on 7 October. 30 days in advance the workflow needs to kick-off, based on the Opening date, I would like to write a formula that auto-populates the start date. This will allow me to notify people and a workflow to start. Not sure what formula to us.
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Smartsheet Summary Counting Assigned to with multiple people in the field.
I have the sheet below and I want to count for each person how may items are pending their approval. The formulas I have tried only find where it is only one person in the column. Where there are two people in the column it ignores the column. I have tried =COUNTIFS([Pending Approval From]:[Pending Approval From],…
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Create Formula in Sheet Summary field to pull only Month from another Sheet Summary Date Field
I have a date field for projected go live date for projects in my Sheet Summary. I would like to add another field with a formula that will display only the Month Name in another field so that when I run the Sheet Summary report I can summarize projects going live by month. I would appreciate any guidance!! Thank you!
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How to number the duplicate by Sequence or Order?
Hello there! I need help on finding duplicate values to my table and then put them in sequence or Order. Thanks in advance.
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How to Get "Responsible Email"
Hello @Everyone, I'm new here in the community, hoping to get support from someone who have work on the same use case I have below. Use Case: I have 2 tables, 1st table (Stakeholder Database) with column names Name and Email. 2nd table, (Sender Tool), with column names Responsible Name and Responsible Email. I want to seek…
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If statement based on values in two different cells
Hello - I have 3 cells in my sheet, "Assigned To" "Date Completed" "Status" I need a formula that says if "Assigned To" is any text, then then "Status" would = "Assigned", and once someone puts a date in "Date Completed", then the status would change to "Complete". Any help is appreciated!
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Filters and Formulas
Hi Smartsheet, can you please consider adding a click box that reads "Convert to Sheet Summary" in your filters so that we don't have to recreate a formula as a filter to generate a report. In addition to "Include parent row" a click box that reads "Generate a Summary Formula" would be nice. BTW your AI is super nice.…