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Reporting like pivot or sumif. How to roll up values by name or category?
Is there a way to combine cell entries and give the total assigned to that category? Ex. Project Lead Cost savings John $100 Mary $500 Bob $400 John $200 Mary $75 Bob $60 REPORT = John Total = $300 Mary Total = $575 Bob Total = $460
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Limiting Characters in a Cell/Date Validation
I want to limit the number of characters that a requester can enter into a cell via a form. The use case is that the user is entering a new request for consideration into an Intake Form. In assigning a name to their project request, we want to limit them to no more than 25 characters, based on limitations from another…
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Is it possible to add weightage in Smartsheet?
Team, As part of my requirement, under my Survey, i have questions with list of choices. So i would like to pre-configure the weightage to these choices so that, once the end user selects a value, it should automatically populate the weightage in another table. Which should be later used for reporting purpose (if possible…
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Gantt to Grid Report view
I have many projects (let's say 20) all with the same many tasks (Let's say 20 again). The Gantt view is great to handle predecessors and additional information associated with each task. However for a project status meeting I would like to view a report horizontally, see image attached. Is it possible to make a report…
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If Cells not blank equal max date
I have a sheet with 7 columns that have dates (was checkboxes but could not get it to work) I want an 8th column to populate the max date from the 7 columns ONLY if all columns have a date entered. Basically I am tracking when people submit multiple documents, once all are submitted (i.e all dates entered) I issue them a…
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Formula that will add 1 to a Qty row
Newbie to Smartsheet...I am wanting to write a formula that would at a quantity of 1 if the prior column has a date in the cell. I am trying to calculate the # of installations. basically if a date is entered into an install date column, I need the formula to add a quantity to a install quantity column. thanks, sGF
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Returning last entry in a database column
I have created a database that adds a new line against a date each day. From this I am building some metrics and then a dashboard which will show Daily Performance but also week to date, annual etc. I am struggling to reference the database and return the last entry in a column. It seems that Lookup, Vlookup or Index…
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How to manage resource loading from a master sheet.
Hello, I trying to create a master sheet of a set of projects in order to help with resource loading questions. I can easily create a report that displays all the tasks for employee A vs employee B. I can create a report on all tasks across all selected projects with employees A-E. However, since we cannot use formulas in…
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Project planning for an Agile development
Hi, I would like to understand how do you prepare a project plan for an Agile software development. I understand that first the product backlog needs to be created containing the list of features/bug/enhancements that are needed for the release and subsequently during the Spring planning, the tickets are discussed with the…
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Move row - selected columns only?
Hi, We manage Intake to Archive in Smartsheet. Our Intake Sheet (source sheet), where we collect all project info, is rather lengthy. When an Intake Request has been approved, I want the row to be moved to an Implementation Sheet (destination sheet). The destination has different columns that the source sheet, only a few…