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Recurring Weekly Tasks
Hello, I've seen a couple of entries related to this, yet I think my question is simpler. Is there a click somewhere that would automatically populate a weekly task? For example: "Review Meeting", from 3/31/18 to 7/31/18, must occur weekly. Is there an option for this, similar to my Google Calendar? Or do I need to copy…
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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},…
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SUMIFS in a Dashboard or Report that references another sheet
Hello! I'm looking to utilize a Dashboard or Report and can't, for the life of me, figure out the best way to do this. I need to give a summary of units sold to a customer, per product type, per year. See attached screenshot. Questions or need additional information, just let me know. Thanks, Matt
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Setting up Alerts
We are running a number of different projects on a sheet that have a: 1) - Delivery Deadline (which is specified by the client), 2) - Delivery Date (which is set by dependencies on our Production Schedule) When Production is running late, the Delivery Date can end up later than the deadline. How can we set up an alert to…
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Is there a way to auto sort data on a sheet (cannot use report) to show the Largest to Smallest?
Hello, I am creating dashboards using metrics and am trying to figure out a way to only show the top 15 of specific data. Sheet details: I have one column that contains 298 different locations and the next column is the # of issues at that location for last week. I have the formulas figured out to pull in the metrics…
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How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
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simple total column
I have set up 2 sheets similar to the inspection submissions and metrics template i found in the solutions center. I use it to collect postage cost per month. I have the submissions feeding into the metrics page with a SUMIFS formula. All of that is working fine. However when I want to total the row for a monthly total…
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Hide #INVALID DATA
Hello, I am attempting to calculate the difference between two dates. When one of the dates is missing, the cell where the difference would be shown instead contains "#INVALID DATA". Can anyone please help? I've attached a screenshot. The "Actual Duration" column is the difference between the "Start Date" and "End Date". I…
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Setting flag when task falls within a date range
At my company we have certain dates when we do not make changes to our website (holidays usually). I'd like to be able to highlight or somehow flag a task if it falls within one of the freeze date ranges. Is there a way to do this?
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User name display
Hi I am adding new users to smartsheet but would prefer that their first and last names show and not just their email addresses. This happens even if I add them to my contacts? Is there something that I am not doing correctly? which is not allowing the display of their names the way we want it. Any assistance is…