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Trouble with Project Management & Smartsheet Restrictions
I am trying to create a Smartsheet to track project completion (Integration) for my company and am running into multiple hurdles with the reporting. I'd love to hear your insight on how to overcome these issues without having to turn off all dependencies. Without dependencies the product doesn't offer much for project…
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Open a Hyperlink In Excel App
I have a sheet with a SharePoint link to an Excel file in a cell. When I click on that link, it opens by default in the Excel online app. Is there a way to change the default so that it opens in Excel's desktop version?
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It's finally here! Card View in Reports!
Hi everyone, I hope you're well and safe! Woohoo! It's finally here! Card View in Reports! 🤩 Card view is now available in reports! Combine your project sheets into one report, then view in card view to quickly answer questions like: Which tasks are high priority? How many issues are in the Implementation stage? Which…
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How to best pull data from a matrixed sheet of dates and milestones into a project sheet?
I have a team that is updating date estimates in a large sheet. I'm looking to create a project sheet from that matrix/range. I'd like generate the sheet with links at the same time so that when the team revises dates in their sheet the project sheet updates as well. I don't want to have to manually create Column A entries…
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Cross Sheet Joining Automation
Hello Community, I am attempting to make a few helper sheets try to consolidate information into one row. Background: I have multiple sheets that have hundreds of parts/items from a range of vendors. I am hoping to implement a checkbox that initiates a purchase request next to each item. My initial stab at this is when…
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Can you append sheets in Smartsheet like you can power query in excel/power bi
Hi I want to append/consolidate sheets in smartsheet in a master file or separate sheet all the sheets are the same but for different locations im using forms to collate the info because the forms are site specific I want to combine the two sheets below as example in a master sheet and at the same time the master will…
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Data Shuttle - trigger workflows with new row in sheet
Evening all. Problem that I have is that I need a dynamic dropdown working between two sheets (i.e. values in column X in sheet 1 should be dropdown options in column Y in sheet 2). I've figured out how to do a workaround using Data Shuttle (offload workflow from sheet 1 to a Smartsheet attachment CSV, update dropdown in…
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Automatic Linear Percentage Complete Formula
Hello, I am wondering if you can help. I currently use Smartsheet for project planning. I would like to build an automatic percentage complete formula. This formula should work off a linear progression line from Actual Start Date to Baseline Finish Date and the duration. So an example of a task would be: Actual Start: Now…
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Smartsheet count function
I'm using the count function to count how many times a initial appears in a line and its working great except it won't count a line that has multiple initials in it. Does anyone know how to get it to count that line?