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Removing Duplicates while also adding together values from other columns
I have a bit of a complex situation. My company uses SAP for purchasing and we pull an open order report weekly to keep track of each of the buyers orders and delivery dates. I've recently set up a Data Shuttle so we can transition from manually editing the report in Excel to a more fully automated report in Smartsheet.…
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How to flag duplicate dates within a range
Hi everyone, I'm attempting to build an annual leave tracker for my team. The current build is the employee completes a form with Start and End dates > this updates on a Request Log for managers to Approve / Decline > once Approved, copied to a master log and a separate Tracker sheet keeps a list of all employees, their…
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Copy data on new rows
Hi Guys I have sheet - SHE Comparison MTD - I want to every month the Data on the screenshot to be copied to the same sheet but on new rows below else if not possible it can be copied to a new sheet, but Now it must say April if we are in April - eg FY2025_Apr 2025. also the Areas must be Process (Apr 24) and Process (Apr…
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Data Table: Automatically Updating Source and Target Sheets
Hi all! Coming to the experts for this… My company has 20k+ employees, so I cannot have all their employee information on one sheet. Instead, I've broken it up into two different sheets: one for executives; and one for non-executives. I'll refer to these as the "main sheets." I also have different sheets for each of our…
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Dynamically choose column to sum/countif from a wider range?
I am working on some budget tracking. I have a source sheet with each expense account and how much is budgeted for each month (Jan-Dec) and it goes back years. I want to display the info on a graph that show Jan-Dec and the sum of all expense account budgeted amounts in each cell. Right now in my metric sheet I have the…
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Merging Columns together from different sheets.
I have two separate sheets, both tracking job #'s. They are different job numbers and I want to bring those numbers over into another sheet with the column title DRR/Job # (the two different job #'s in one column). Essentially we are tracking the amount of different jobs per persons name so I guess also, how can I…
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Concatenate formula to combine Date and Time into unique code
When I use a concatenate formula to combine a Date and Time to create an individual code, the Date appears in the default format 01/01/25 but the date in the Column it is referencing is formatted 2025-01-01 which is how I need it to appear in the result. How can get the Concatenate formula to just reproduce the Date format…
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Track unaswered questions
Hi guys I have a list of questions and the only answer expected is Yes or No from the dropdown. I want to track All unaswered questions, if it is blank i want the editor to see 70% Incomplete or 3 questions not answered something like that. All questions in the sheet don't change, see the sheet - Handover document…
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Why would line breaks NOT present in the Report View be present in the Dashboard Widget view?
I have a field I am pulling from Salesforce into Smartsheet that has often has a lot of line breaks in it. I used a CHAR formula to remove the line breaks, and it shows correctly without the line breaks in both the Sheet and the Report. However, as soon as I pull the report into a Dashboard widget, line breaks appear…but…
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FORMULA WHEN THERE ARE MULTIPLE LINES IN A CELL
I have a sheet that has some rows that have multiple lines. I want to use the qty from each line for a summary formula. I have a formula that works when there are only one line in a row, but I get an error when there are multiple lines. Anyone know of a way to do this?