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Count formulae
Hi all, Need a bit of help with constructing a formulae to input into a sheet summary box for the below situations: To calculate the count of 'Medical Device Related' category from the 'Relevant System' column Same as the above but for 'Non-Medical Related' category I want to have a breakdown of the sub-categories for each…
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Index match returns a wrong value
Anyone able to help with an Index/match formula that returns a wrong value? We've a formula that is returning a wrong value. I believe the formula is correct (it's the same way I write it in .xls). We are referencing another Smartsheet in the formula. I understand if I was getting an error (#invalid value, #No match), but…
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CRM - Specialty Pharmacy
I am looking to create a CRM solution for a specialty pharmacy initiative as a bridge to formal CRM platform integration/implementation. The ability to track patient-specific information and recall data as well as fills within the same space are key. Looking for best practice and build suggestions if possible.
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How to keep changes in chart colors?
I have created dashboards that include charts, for which I have selected specific colors for each category. Data for the charts come from different sheets. However, everytime I add a new row to the source sheet, I have to update manually the range of data in the dashboard. When I try to update the dashboard range, the app…
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Flexible Date Formatting
I have discovered 27 distinct methods for formatting dates, not including variations in separators. Unfortunately, Smartsheet only offers 10 date format choices. In the IT field, aligning data with its intended use is crucial, and proper date formatting plays a significant role in multi-factor authentication. If a user…
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Resizing the Image Widget
Is there capability to adjust the white space around the image, in the Image widget on a dashboard? When I insert a logo, there is a good amount of white space bordering the image, and therefore takes up much more room that it needs to on the dashboard.
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Building a sheet to best populate dashboards
Do you have any training material you can share on “best practices” for building a project plan/timeline to populate Dashboards correctly (e.g. metrics and tables). Examples of things I want to do: Present the overall project health as red, yellow, green; sum of late tasks; sum of tasks in progress and on-track; sum of…
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Remove or Increase Cross Sheet Reference Limitations
Please consider removing or increasing cross-sheet reference limitations. I recently built a solution that would require me to manage 3-4 sheets each month for monthly audit results tracking from Joint Commission. I spent weeks building and testing and at the end had to add more questions (total of about 125 to the form.…
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OneNote integration in Smartsheet
Based on a suggestion I read on this board, I am posting a product enhancement request I just submitted for the community to see. Request OneNote integration in Smartsheet to easily paste in a link to a OneNote page/paragraph/section/section group in one click, and then designate whether to open in the OneNote desktop…
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Index Function Help
I am trying to index data by date and have applied the formula to the column. The problem I am running into is the last data entry is repeating to the end of the dates I have listed for the year even though those dates have not occurred and are not even listed on the sheet I am looking to. =INDEX({Census}, MATCH(Date@row,…