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Dashboard with Filters - Best Practice
Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this: ID | Date | Stage | Comments I am creating forms for them to fill up on a daily…
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Trouble with VLOOKUP syntax error in some, but not all, column formula selections
Hello, I am having some inconsistencies with turning VLOOKUP function into a column formula within the same sheet, I am using VLOOKUP in three different columns. One of the columns allows me to turn it into a "column formula", but the other two give me a syntax error (SEE last and final photo for error message). See screen…
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Count and Concatenate Text
Count the total number of checked boxes in the children rows of [Completed] and compare that number with the total number of checkboxes using concatenated text. Your answer should look like this: "Total Completed: _ of _"
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Pulling from Multi-Select to populate under appropriate line in another sheet
Hello, I am using the attached formula to try and ensure that I can expand the formula (currently has a 1:1 from a Project plan with RACI into a RACI Matrix with tasks associated to users) so that rather than creating a duplicate row for every person responsible (from a group) I wanted to change it to a multi select and…
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Alert notifications as a cc function
Hello, I have an issue I have been trying to find a work around. I need to find a way to track or verify the alerts that go out based on the many many different automations I have setup. The alerts are being sent to a contact (not shared or collaborators) that is in a specific cell based on when a specific date or criteria…
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JOIN function for child row
Hi everyone, I'm currently working on a way to leverage formulas and row hierarches to create a ROW ID column. Essentially what I would like to happen for children rows to have the same "item ID" as their ancestorial row. This is what I have so far for the parent and child row formulas (currently seperate) Parent…
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Linking / Updating Sheets
Afternoon All - I have a slightly complex question I wanted to pose to the community to see if I could get some thoughts. I have two sheets that I want to have "talk" to each other. One Sheet (Master Sheet), is where our team spends their day looking for requests to come through. In a second sheet (Change Requests Sheet),…
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Column Properties keeps reverting to date
Even after I have set the column property to Text and saved the sheet, the next time I access the sheet, the properties have again reverted to Date. Any ideas on how to correct this?
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Take Action on Dashboard
Is there a way to take action on a report (checking on a check-box column) from a dashboard/portal?
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Trying to return a value once, but not when cell value changes
Sorry I don't really know how to phrase this. Basically in the projects we have, we get a quote from a vendor, and they automatically enter it into our project sheets. Because this can change to a lower price or cancelled altogether we set up automation so our price column changes to the lower cost, or to zero if…
