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copying rows to RAID log
Howdy, partners - I'm trying to use the copy row automation to copy tasks into a RAID log when a user identifies a risk or issue in our Project Plan. Our plan has a few sets of parent rows, and I'm finding the copy automation is not bringing just the direct parent, but the entire sheet into the RAID log. This is obviously…
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How to create a formula to pull the first part of an order number into an adjacent column
Hello! I am struggling to create a formula to pull the first part of an order number (our internal agency numbers) into a separate column so I can see how much each agent sends in each month. Screenshot of the order number below:
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IF Statement to Display Symbols
Formula variable question for an IF Statement. Ok I have 5 columns (see screenshot below). This formula will be added to the one on the far right (Certification Complete). Now I would like to assign a value to each to trigger the symbol that will display. Basically the way it works is that all 5 columns are required, if…
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VLOOKUP and dropdowns
Hi! I'm trying to return a date from a VLOOKUP but the search is in a dropdown. It is saying no match despite the name being in the sheet. Does my information have to switch out of a dropdown for this function to work?
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INDEX MATCH Formula help
Hi I'm looking for help with a formula. I've gotten some of it written but I'm missing something. I have a "Mastersheet" where my form responses are held. Then depending on the form originator the row is copied to a new sheet. The new sheet will be where tasks are worked on and completed. I have a "Record Closed Out?"…
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Calculate first working day of a month
Hello I need 2 formulas please to calculate (1) the first working day of a month So - 1 December 2024 is on a Sunday, I want the returned date to be 2 December 2024. 1 November 2024 is on a Friday, I want returned date to be 1 November 2024. (2) the first Thursday of a month So for December 2024, the returned date should…
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Index Collect criteria with MAX latest date
Hi, I've been hitting myself over the head for not 'getting' it, I think i'm doing the correct thing, but obviously since I'm reaching out, I am NOT ;) If you would be so kind, please enlighten me on my error. In a sheet summary I'm trying to do the following: =INDEX(COLLECT(ReportSummary:ReportSummary;…
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Countifs date is this month and a day of the month
Hello all, I am using the formula to count from a list of dates in another sheet to find all entries that are from this month. =COUNTIFS({Date}, IFERROR(MONTH(@cell ), 0) = MONTH(TODAY()), {Bay}, Bay@row) I would like it to also register if it is the 1st of the month (for the column named 1st) and the 2nd of the month (for…
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Subtract Invoice amount from Total based on Status, in Parent-Child relationship
Hi all, I am new to create sheets, but I am trying to create a solution to track forecasted invoices that need to be sent out. I want to put each invoice total separately and when the status is marked as "Complete" I would like to have it subtracted from the Contract Amount to show the Contract Balance. I set it up so the…
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Formula Assistance for Returning a Due Date
Hello, I feel like I'm almost there on the formula, but can't figure out why WORKDAY is causing a #unparseable error. Function of the formula: If urgent flag is marked on the row I want the due date to be due on the same date that was by the 'Date Created' column type. If the flag is not marked, I want the formula to…
