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How do I use the task rollup report to summarize multiple project plans?
I am struggling to get data to show and the other threads on this topic did not help me. HELP!
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Need for Forms Automation Workflow
It would help so much if there was a workflow that could send out the link to a form on a custom (daily, weekly, etc.) basis. Right now I have to create a row that triggers the form to be sent weekly and just put the link to the form in the message and then hide all the columns so the row does not show up in the email.…
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Index/Match or Lookup - return column from row where "x" matches and is the most current
Hi All, I feel like I might just be missing some simple solution here... but I'm wanting to lookup from one grid into another where I keep some subset data and there will be multiple rows that match the lookup value, but I want it to return the one where the date (in another column) is the most current. It works fine when…
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I am trying to figure out how to export to excel without the "Comments" worksheet for each.
When I export to excel one or more Smartsheets, the exported workbook contains a "Comments" worksheet for each Smartsheet. I prefer to not have these Comments worksheets within the workbook. Is there a way to export without them? Nancy
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Are webhooks a premium feature in Smartsheet?
Hi All, I'm in the process of building an app that utilizes Smartsheet's API and I would like the code to run whenever a change is made to a particular sheet. In the API's documentation, it appears that "Event Reporting" and Webhooks are my two best options. However, Event Reporting is a premium feature that is not…
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Phone number Cell Format like Excel phone number cell Format
I can not for the life of me find where I can format cells for Phone numbers like excel. I'm having people enter in their info via a form and the phone numbers are causing immense discrepancies. Is there a way to format a column for phone numbers or selection on a form for phone number like there is for a date?
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Selecting one row across multiple sheets for reporting
Is there a way to select/display just one row's information from multiple sheets into one report? Meaning if I am using the same template across 25 sheets and want just the one parent row from each of these sheets to show on the report, is there a way to do this? Each sheet has tasks associated with it and the parent row…
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Incremental Budget Forecasting based on Monthly Due Date Percentages
In excel, we have two sheets: Sheet 1 - A percentage breakdown per country based on historical data for each Month prior or after the Due Date month. Zero = Month Due Date. -1 = the Month prior to the Due Date Month, etc. Sheet 2 - For Country, Due Date and Projected Total Spend, we calculate (via formulas) the Current…
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Linking another sheet within a formula
If I link another sheet's cell within a formula and I copy that formula horizontally, will the linked cell in the other sheet move accordingly?
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Calculating this week's revenue based on probability, hourly charge, and hours consumed.
I'm creating a sheet that shows my leadership a future week's revenue based on the following formula: = hours x rate x probability of sale going through This calculation get's complicated if the sales goes through in the middle of the week (e.g. Wednesday) because I'd have to do a calculation that takes a fraction of the…
