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Current Month automatic
I am looking for an automatic way to generate reports that compare last month and current month. I have 6 account sheets that show totals by month and category. I would like to pull all 6 accounts into one sheet that shows last and current month totals by category. Can anyone provide guidance here? TIA.
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Creating a new Report based on a single Sheet
I create Reports frequently and am comfortable with the process. What I'm wondering is if there is an easy way to create a Report from within a Sheet that is based on that same Sheet? I guess I'm looking for an option in the File menu that says Create a Report from this Sheet vs. starting a new Report and then selecting…
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Is there a way to collapse the rows in a Gantt chart?
I'm trying to take a spreadsheet and present it in a way that has one row for each category of item, and then multiple cells across that row to represent the emails sent in that category. This is a calendar of sorts. Each category would be associated with a color. (That's the part I have figured out.) I saw Smartsheet's…
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Can you auto-replicate rows in a sheet based on a cell value?
We're putting together a Proof of Concept for our project management team. We're "this close" to being able to replicate all the functionality they need. But, we're stumbling on one item. They would like Smartsheet to automatically replicate a row when the value in one of the cells is set a certain way. Specifically,…
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Column Not Found
Hello! When I am filtering down information from a sheet into multiple reports, a few of my columns are labeled as 'not found'. I haven’t renamed the columns, which I understand could cause this -although on one of the columns I changed the column type from 'symbols' to 'text' fairly recently (but not for my other one).…
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Use a SS and a FF Dependency on one work item
Hi - i have weekly meetings scheduled for the duration of a ~2 yr project and I'd like to use a SS dependency from the kickoff and a FF dependency from the last work item to set the duration of the weekly meetings, is this possible?
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Showing multiple true checkboxes as joined or concatenated text in another column
I have a volunteer submission form which has about 10 columns that exist as just checkboxes on/off - each of these relate to a conference work area and volunteers often select multiple. To easily view the data for a single person/row without tons of scrolling and looking up and down at column titles, I want to aggregate…
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Smartsheet Barcodes
Hello All, I have a sheet that has a specific barcode for each card. Ideally we would use the barcode functionality to scan an item, then select the option to bring you to the correct card. With it set up, when I go to test it, it only works occasionally. It will usually only bring me to the column that the card is in and…
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To do list with extended tracking functionality
Hi there! We are collecting todos in a "topic list" connecting each task to one particular team member. Every task has a due date. Do you have a routine to track the development of these tasks? I.e. a task has been finished by me but now there are new challenges awaiting the next team member with the same task. I can just…
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Financials: projected, actuals and variance
Hi! Very new to smartsheet and looking for any preset reports for tracking 3-4 year project financials, specifically projected spend, actuals, and variance. Does smartsheet have this type of reporting? Thanks!