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Index or Vlookup or What?
Hey All! I have a question for the community that i'm having trouble figuring out to return a certain value to another sheet based on criteria. The pic I attached shows a project budget setup and I am wanting to pull data from the Budget cell based on the Job ID and the Cost Category. I'm not sure if it is a Index - Match…
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Best way to export a Dashboard?
Print view looks terrible, especially when we have an embedded Calendar view widget it shows up blank. We have widgets: - Report - Shortcut link to sheet - Calendar view We would like to "back up" the dashboard view to PDF or image format and attach it for those that want to view offline (and back up in Dropbox).
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Bar code scanner not capturing actual bar code only numbers/text
I am trying to build an inventory/stock management sheet but i cannot scan the actual bar code image into the sheet. I have tried using an Iphone XR and a Samsung Galaxy S9 with no luck on wither. It will only scan the numbers and/or text. I have tried over ten different bar codes on various items with no luck. Please…
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Can we export a set of detailed files along with high level report?
I would like to create a Smartsheet for 10+ programs. Each PM will update their own sheet on a weekly basis. PM Manager will generate an Executive Report from the data of all 10+ sheets/programs to management team. When sending status to the executive team, also include the detailed information from each sheet in the email…
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Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…
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Nested Crtiteria
Hi, I'm trying to write a formula that would give me the total Number of request by person, that does not include Completed or abandoned. I used the following formula and it come up as nested criteria. =COUNTIFS({Status}, @cell <> $[Primary Column]7, {Owner}, @cell = "Erica" + COUNTIFS({Status}, @cell <> $[Primary…
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Status for At Risk tasks due in 7 days
I have 4 status categories for my project with respective RYGB balls: * Complete (blue) * At Risk (red) * Requires Attention (yellow) * On Track (green) My current formula in the Health column automatically changes the RYGB balls when the status is changed manually: =IF(Status2 = "On Track", "Green", IF(Status2 =…
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Change Status to "Submitted for Approval" or ""Returned to Action Party"
1. I have Action Items that can be reviewed by up to 3 Reviewers (Reviewer 1, Reviewer 2, Reviewer 3) before being Submitted for Approval. Reviewers are identified by Name. Reviews are done in parallel. 2. Some Action Items are reviewed by all 3 Reviewers, others by just 1 or 2 Reviewers. 3. After review the Reviewer uses…
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Update requests to more than a person
Hi all, I have a spreadsheet that has set up an "Update request". Now, that same update request was set up to notify both myself and my colleague (since i was on annual leave recently, so nothing was getting left behind). What happens is, since there are 2 people in the automation, the update request only gets cleared…
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Automatic RollUp of data from multiple projects
Hello everyone ! I could use some help with some dashboard 101. I've been trying to find a way to roll up data for a while without success. Let me explain the situation: I've created a "project folder template" (including sheets, report and a dashboard) that I can easily copy for every new project I'm creating (please…
