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Setting chart colors before all options have values.
Hi, I am trying to show a series of data statuses. Currently, all of the status are "Open" (work has not started). I have all of the options selected as data for the chart, but SmartSheet does not allow me to assign a color until the values are greater than "0". Is there any way I can preset these colors so that when the…
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Using Excel as primary data source
I've been reading about the Live Data Connector feature in Smartsheet, but it doesn't sound as though it will solve my dilemma. I have a situation where highly confidential data in an Excel worksheet cannot (per policy) be stored in the cloud. However, not all of the data in the worksheet is highly confidential, and I…
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Nested IF, AND, OR/AND
Hi all, New user here. I have different monthly metrics to comply, some are greater than or lower than a value or percentage (i.e. Open tickets beyond due date is LOWER than 10%, Survey results are higher than 70%, Safety observations over 30). I created a column [MEASUREMENT] stating "Higher than" or "Lower than", a…
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count if formula help
Was hoping to get some tips on the following use case. I set up a Smartsheet to track all my organization's training accreditations. This includes (student, assigned coach, product course, accreditation level, status, etc.). I want to create a formula that counts the number of open engagements per coach. This will help me…
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need a function to set permission to one cell,or one column
need a function in smartsheet to set permission to one cell,or one column, it means, the viewers can view most of the datas in the sheet,but one or two cells,one or two columns,take the classified column within revenue for example, the datas inside of this classified column just can be viewed by owner and admins, the…
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I can't figure out how to use the OR function in a Countifs formula
Hello, I have been creating metrics on my data in smartsheet using the different formulas. I have figured many out (with a lot of head banging and sleepless nights), but cannot figure out how to use the OR function. works: =COUNTIFS({Week}, =$[Date Range]$3, {Month}, $[Date Range]$5, {Year}, $[Date Range]$8, {task status},…
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Use "Current User" in a formula
Hoping I've not missed something obvious, but is it possible to use "Current User" in a formula? I would like a cell within a task list to count all tasks assigned to the current user with either of 2 status options. I can write the formula to pick a specific name, but want to use this number in a Sight I use to help my…
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SUMIFS in a Dashboard or Report that references another sheet
Hello! I'm looking to utilize a Dashboard or Report and can't, for the life of me, figure out the best way to do this. I need to give a summary of units sold to a customer, per product type, per year. See attached screenshot. Questions or need additional information, just let me know. Thanks, Matt
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Is there a way to auto sort data on a sheet (cannot use report) to show the Largest to Smallest?
Hello, I am creating dashboards using metrics and am trying to figure out a way to only show the top 15 of specific data. Sheet details: I have one column that contains 298 different locations and the next column is the # of issues at that location for last week. I have the formulas figured out to pull in the metrics…
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Import and Export Conditional Formatting Rules
The possibility of being able to clone rules across sheets has been mentioned before in a couple of posts, but I want to raise the issue again because of an incident that occurred last Friday. A key Smartsheet with over 100 conditional formatting rules (123 I believe, according to the Activity log) lost them all. Hopefully…
