-
Status Update -- Auto Update the icon with a Rule
hope you may assist as I've seen you post about other Status formulas. I'm trying to write the "IF" statement to look at status update the Icon to Red, Yellow, Green or Blue =IF((AND([% Complete]@row <> 1, TODAY() - Finish@row > 1), "Red"), IF(AND ([% Complete]@row <= .75, TODAY() - Finish@row =< -5), "Yellow"), IF(AND [%…
-
Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
-
Need your advise on Nested if
Hi All: Need your advice on the following problem. I have three columns [RUN/INVEST], [MUPOR] and [CHECK] in my sheet. I also have two separate data sheets SHEET1 and SHEET2. And I want to write an if else formula as below for [CHECK] column values if ([RUN/INVEST]1 = "Invest") then {Look for [MUPOR]1 value in column1 of…
-
Unable to lock smart sheet filtered data in excel
Unable to lock smart sheet data in the excel once I export to Excel - I am loosing all the filters which I applied in the smart sheet. Need some help/advise.
-
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…
-
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…
-
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…
-
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…
-
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…
-
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},…
