-
Create formula to count category risk with aggregate rating
Hi, I have a risk register for a project that has well over 100 risks documented and I have them categorized into 17 different risks. I would like to be able to create a formula to count how many risks exist under each category and then a formula to show the aggregate risk associated with this. I would think by a…
-
Cell values export from one project to another
Hello, We are currently managing a construction project with smartsheet and have created a Gantt Diagram and a few Dashboard to monitor several KPIs. The dashboards are updated automatically with every changes in the master project and provide up-to-date information during meeting. I would like to add curves to the…
-
How to add multiple values when creating a chart/graph?
How I can pull data from a cell with multiple values to create charts/graphs? Currently, the graph only shows/captures single value from the cell and not the other one. Is there a way around how to get this done? For example, when i am trying to build a bar graph for the values under "Hiring Manager" on row 5 -the second…
-
Rollup summary of data
This is probably a very simple formula required but I am struggling with it. Can somebody please assist? We have a number of clients on one sheet where we track different trades budget vs. actual for each client. e.g. Plumbing, Electrical, Carpentry etc. We want to count up all the budgets for the Plumbing for all clients…
-
How to import/merge 2 Smartsheet projects plan into 1?
I need to import an existing project plan (call it A) into an already project plan (call it B). A is under a different corporate account than B. I have access to both. I need to merge the 2 project plans into 1. The question probably has been asked but I can't find a "real" answer. Thanks for your help!
-
Locking or freezing the TODAY() formula
Good day all, I've looked around in the community about locking or freezing a current date, but I'm still having issues. My goal is to lock a start date that's triggered by entering a X and have that current date freeze until the x is removed. When an X is entered in the Visit column, that triggers a start date to…
-
Check a task done from a report on a dashboard
It could be I misremembering --- I have a report that lists all the users tasks and the tasks are accompanied by a Done checkbox. Is there a way to allow users to check that box _from the widget on the dashboard_ rather than having to open the report or the source sheet. Is this possible or a fever dream?
-
How can I remove a sheet reference, so I do not receive the alert ‘Reference a total of 25000 cells
Background: An International source Smartsheet has 1700 rows (and counting) and 85 columns. Using the Index/Match formula, we reference 14 columns of data within a new Regional Smartsheet. Why? Regions want to add additional Country-focused data, data that should not be managed on an International sheet that already has 85…
-
Assigning tasks to group contacts
I have created several contact groups in smartsheet for entire teams that need to work on certain tasks, only to realize that these groups are not automatically included in my contact directory within the sheet itself. Is there a way to assign a row to an entire contact group without adding each individual email to…
-
Customized Buttons in Dashboard/Portal
After seeing very nice dashboard presented in Best in Class Project Management video I tried to start developing something similar for our organization. However I'm struggling with creating customized buttons (like "Home", "Portfolio Dashboard", "Departments" etc) that you can see on the top of the dashboard that is used…