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therapy caseload/client data tracking... anyone have success with smartsheet?
Hi all, I'm an Occupational therapist for kids with autism. After the pandemic rendered our therapy office paper data filing system obsolete(I couldn't access it from home), I determined to make the move to digital client records Smart sheet seemed like a user friendly option over excel I'm looking for a basic set up that…
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Locating the parent of a parent
I am trying to take the value from the primary column of a level 0 parent and insert it into another column in a level 2 child. =PARENT([Task Name]@row) works fine when there is only level 0 and level 1. Something like parent of a parent is what I have imagined would work, but =parent(PARENT([Task Name]@row)) is…
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Change Milestone Diamond Color
Hi everyone, I realized this question was asked in 2020. Are there any updates on having milestone diamonds in a different color? Appreciate any suggestions! 😀
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Within a SUMIFS formular, I'm trying to add on to a count if a contact appears in a multi-contact or
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How can I add a number of days to a date column in the same sheet?
Hi! I currently have a column that is supposed to add 14 days to another date column in the same sheet. The formula I'm using is: =["Date Column"] + 14 However, what I keep getting is "Apr 21, 2020 3:10 PM14". Both columns are date columns. Thanks so much in advance!
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Many columns on sheet - not all appear as options in a report?
Happy faux Friday! I'm working with a very large (about 30 columns) data sheet in Smartsheet. I'd envisioned it as the one source of truth to feed multiple reports. The problem is the latest report I'm trying to build, the 5 columns that I need to appear and provide data, are not showing up in the columns from which I can…
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Card View - Conditional Formatting
Hi all (Andre you about? haha) I am trying to conditional format on the card view, in terms of striking through the Primary Text (Task Name) when the % Complete column = 100% This works on the grid or gantt view however does not carry over to Card View...any ideas? See attachments Any help much appreciated, Jack
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Calculating work completed and forecasts
I want the smartsheet to automatically update the “WIP (local)” column each month and reduce the current months forecast to £0. As you can see below, the “WIP (local)” column has increased and the forecast for September is £0 (this is fine). However, the smartsheet has now overestimated the total cost of the task (work…
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Counting and Dividing Certain Cells
I want to divide the number of requests that were completed on time by the total amount of requests submitted that month. I'm referencing another sheet in my formula. The following is giving me "UNPARSEABLE" =IF({On Time?} = "Yes", {Submitted Date}, YEAR(@cell) = 2023, {Submitted Date}, MONTH(@cell) = 1) / ({Submitted…
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INDEX/MATCH returning #NO MATCH error but only for ONE cell
I have the following formula checking for matching emails in two sheets & returning the date: =IF(Done@row = 1, INDEX({Submission Date}, MATCH([Email Address]@row, {Submission Email})), "") It's inside an IF statement because the Done column checks if there's a submission for the email in the first place--I only want the…
