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Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
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Formula to extract and sum cells from drop down
I am working on putting performance evaluations into Smartsheet. We have a set of criteria that employees will be rated on, and below is our scoring scale. Scoring Scale 5 - Exceptional: Consistently exceeds expectations; demonstrates leadership or innovation in this area. 4 - Strong: Frequently exceeds expectations;…
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Need a column formula that pulls from the parent row
Is there any way I can create a column formula that pulls from a parent row? "For need formula here" I need to divide the value and cost from the parent row then multiply the value in the child row. I will be having multiple parent rows so I was hoping to have a column formula
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Why does my stacked bar show 120%?
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Return Value from List
I have a sheet with a list of non-distinct master ID numbers that are grouped into "Group 1" through "Group 6" based on a distinct secondary ID. I am trying to write a formula to grab the greatest priority value if there are differences within the same master ID. My formula is in the correct priority order. Here is what I…
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Index Collect Formula Assistance
I want to lookup a specific start date based on 2 criteria: (1) Workset; (2) Week # in the main sheet. I have a separate sheet that contains the dates I am pulling in. I tried using INDEX(COLLECT and I can't seem to get it to work. Data Set: Workset Week # A, B, C, D 1-12 Example: If you have Workset A and Week # 5 the…
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Trying to compare cells to update dates
Trying to find matching serial numbers, then use delivery date of the first entry to derive support date of 2nd entry. The below works for the initial entry but the Extension Order gets #Invalid Data Type error. Thank you in advance for your suggestions. =IF([Order Type]@row = "New HW", DATE(YEAR([Delivered Date]@row ) +…
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Counting cells with two rules
Column with multiple drop down options (cities). Some submissions have one city specified, some multiple. Followed by four optional columns (Brand 1, Brand 2, Brand 3, Brand 4). Not all entries have four brand entries, some 1, some 2, etc. I would like to have a count of the number of brands (cells that are NOT blank) per…
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How to populate valid resource rates from a source table, for each week of a project.
I have a Resource Table with… Resource ID Name DailyRate ValidFrom R01 Resource X $1,500 3/8/25 R01 Resource X $2,000 9/1/25 R01 Resource X $2,200 9/31/25 I also have a Week by Resource Table with… WeekID ResourceID WCDate ValidRatePerWeek W01 R01 3/2/25 auto-pop $1,500 W02 to W26 R01 All the dates for W02 to W26 auto-pop…
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Based on frequency selected change the formula for the created date.
I feel like this should be super simple but I am just not getting it right. Based on Frequency: Daily, weekly, monthly I want to change the next due date This will be calulated from Created column and +1, 7, 30 etc added. It works single instance =IF(Frequency@row = "Daily", Created@row + 1) but as soon as I try to write…