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Vlookup or Index with Match?
Trying to get data from one sheet to another by matching on Deal ID to the Requests sheet from the Salesforce sheet Could someone please help me for the formula for this? this would be an import from salesforce that I would have to do manually weekly, so I could rename the imported file and use same column names each time.…
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Displaying multiple column values in Calendar view
I am storing data related to issues in the smartsheets. How can I show the issue number and priority in the calendar view?
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Hyperlink function
Hello all, Is there a way to do the following: =if value in Column A, return hyperlink to Column B This is not a website hyperlink, this is a hyperlink to a smartsheet item. I have tried pulling hyperlinks through VLOOKUPs, nested if statements in the same sheet, etc. Manually clicking through and adding hyperlinks 1 by 1…
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Alert(s) Updating a "Count" Sheet?
I have an end user I am trying to build a records sheet for and I can't figure out how to accomplish a change count cleanly. We have thousands of rows/records in a sheet with one of the fields/columns being a Status.They do a monthly review of how many records moved to different statuses in that month and I want to…
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Confused by users and resources
I'm pretty new to SS, which I've been added to by my project's owner as their preferred tool. We have set up a high-level schedule with gantt chart to get a top-level idea on estimates. I've assigned tasks to people (adding them as needed) and got a pretty gantt with a critical path, but have no idea how utilised each…
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Streamlining sheets
We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted,…
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Reports Overwriting data in Sheet
I have a sheet that I use for collating data of time taken on a particular works order. To compete a works order, it requires 3 seperate workstations. However, I have set up 3 seperate reports, linked to the one sheet, for data input. The issue I have is that if two workstations both enter data at the same time, and one…
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Tracking Time (Tasks)
Greetings, Looking into the prospect of getting my engineers to enter time spent against tasks in addition to 'guessing' and their percentage of completion. It seems the threads here are all a couple years' old or more - wondering if there's any advancements in this arena recently. Regards, jc
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Budget Sheet YTD Sum formula help
I'm building a sheet for a department who wants to track monthly revenue/expenses and have those numbers roll into YTD columns. (moving them into Smartsheets and out of Excel) Each month has 2 columns Actual & Budget, i want to set up a formula so when numbers are entered into respective monthly cells the YTD cell…
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Master Schedule
We have a a master sales information sheet that imports from our sales software and then links out to individual client sheets. Each of the the client sheets links to the previous job via cell linking and predecessors, We then have a portal that includes a gantt view of a report that we look at for scheduling - see…