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Need to bring data from another sheet based on 2 fields matching
The formula below must be mising something that I can't quite get. Goal: If the 2 cells combo of the row data on the current sheet are found on either of the other two sheets, then bring back the data from the request ID column from the match found on the other two sheets, or blank. =IF(OR(COUNTIFS({Sheet1 - E#}, [E…
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Getting #INVALID DATA TYPE when using the MONTH and YEAR commands
My source sheet is using this formula in the 2025 MAR column: =COUNTIFS({Christine Test Sheet CLLI Code}, CLLI@row, MONTH({Christine Test Sheet Acq. Cut Date}), 3, YEAR({Christine Test Sheet Acq. Cut Date}, 2025)) on this source sheet: My destination Sheet that the source sheet refers to i.e., {Christine Test Sheet Acq.…
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Extract text from one cell to populate the assignee cell in a Smartsheet recognizable contact?
I have a challenge i have been racking my brain on for a while. I want to extract names from my ACTION ITEM cell that will update the ASSIGNMENT correctly instead of just a text string. I am using the =MID, FIND ":", LENS, FIND ":" to extract & populate the HELPER COLUMN, but then want to make sure that the ASSIGNEE will…
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Help with the following parent/child formula
=COUNTIFS(CHILDREN([Not Applicable]@row), 0, PARENT([Name of the Operational Provision or Rule],"Payer-Accounts") #INCORRECT ARGUMENT SET I am trying to count child rows where a checkbox is set (not applicable) where the parent row title is "Payer-Accounts". I am creating individual Summary values for each of the parent…
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Automatic numbering for Work Breakdown Structure
Does anyone have a formula so a WBS will automatically number up to five levels? This doesn't seem like a standard feature in Smartsheet but is critical to our projects.
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If And formula help
I'm trying to create a formula that will give the project status based on start date, end date, and complete flag. I have been working on the following formula for a bit, trying different iterations, but it just wont work. If the record does not have a Start date, then Status should be TBD, else, if Start date is greater…
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Pull latest amount from a column based on date column
I have a sheet that my Finance team updates every week with an update request and would like to pull the latest update amounts for the different bank accounts into an overview sheet for the executive team. For example, in the screenshot below, I want to pull the 2/24/25 update for the Operating Account, 2/10/25 update for…
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Maximum Concurrent Tasks
Working with a multi-family developer building multiple apartment buildings on the same project. Trying to get in front of bottlenecks in the schedule where we're expecting multiple crews in multiple buildings and end up short staffing or over staffing. For instance, Row 58 the Framer should be starting Task "Wall Framing"…
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Issue with transcribing a reference formula for Add-On Rates
Hi, I'm having an issue with writing a reference formula for Add-On Rates. I've included pictures of the Reference Sheet and the Main Project Tracker here, with Client Name info redacted. The "Team Member Rate Sheet Pull" helper and "Project Rate Sheet Pull" helper columns both have formulas that work: Team Member:…