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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Summarizing from multiple sheets (count, drilling down, etc.)
I've been searching the Community section but am having a hard time finding the exact answer I'm looking for, so I hope someone can help. I haven't worked with Reports or Dashboards before, so I'm just not sure exactly how to set up my sheets for this new project. My company is conducting reviews of our office locations a…
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IF/AND Statement with CountIf
I'm trying to create a formula that will look at my "Measurement" column for the text "PBI" at the beginning of this formula: =IF([Rank/Actual PTR]434 > [Score/Goal PTR]434, "PTR Exceeded", IF([Rank/Actual PTR]434 = [Score/Goal PTR]434, "PTR Met", IF([Rank/Actual PTR]434 < [Score/Goal PTR]434, "PTR Not Met", ""))). So, I…
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Dashboard - Source Reports
I'm new to Smartsheet. I'm trying to source a report to my Dashboard but it is only allowing me to select reports where I'm the Admin, but I'm the Owner. How can I go about adding reports that I'm the Owner of?
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Jira Connector with Story Points
We have been successful, through trial and error, getting Jira connected to Smartsheets in a bi-directional fashion. One key piece of functionality that would be helpful is utilizing the story points from our Jira system. I noticed in the workflow builder we don't see that as an option to migrate our Jira Story points into…
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Cell Linking and Circular References
I have created one parent sheet with multiple columns of information that I have copied into more limited child sheets. I've linked in all of the information in the child sheets from the parent sheet, so when the parent sheet is updated, the child sheets update with the related information. I do however want to give users…
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Change in source dashboard template after copying a folder
After using Save as New to copy a folder from one workspace to another, I noticed that a dashboard template in the source folder seemed to have changed in that three recently updated widgets were now indicating "Missing source sheet". There is no indication that this source dashboard template or the related "missing source…
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Cross Sheet Reference Unparseable
I am trying to use a COUNTIF statement to reference another sheet and count the number of "V" s so I can create a metrics sheet for my DashBoard Creation. I have attached a snip of it below but all i get is #UNPARSEABLE when i try it. I must be missing something, but I am unsure as to what. Received the #INCORRECT ARGUMENT…
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Hierarchy in Smartsheet and Jira Connector not working
I don't seem to be able to get any hierarchy to work using the Jira connector. Smartsheet Hierarchy When I first sync'd my smartsheet with Jira all the rows were rearranged and the entire hierarchy in smartsheet was lost. So I figured out I need to use Group by in the Jira connector to respect the Smartsheet hierarchy.…
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Planning : expected vs reality
Hello ! Does anybody know if how to show on the same line of the Gantt mode, the expected planning and the reality. Here attached is an example of what I need. Thank you for your help !
