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Access/visibility query
Hi been a while since I used Smartsheet but pretty sure this was possible previously. 'Master' list of customers....(admins central sheet of all customers). We then allocate them to 'Agents' - free collaborators that will have a report from the master sheet - showing them only the commercial data for their assigned…
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What formula(s) would work best for this task?
Hello Smartsheet community! I have a question regarding what formula(s) would work best for a specific spreadsheet I am building. The situation at hand: I have a spreadsheet with data that has been submitted through a Smartsheet form. This data is connected to a users alias and tracks their completion of training. There…
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# of Tasks Assigned to Each Person from a Folder
Hi All, Working on trying to find a solution to the following. We have a dashboard we'd like to use to understand the workload across all of our standard projects. Specifically, we want to know the number of tasks assigned to each person by health status. The Folder "Standard Projects" includes multiple sheets, and will…
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Cross Referencing Sheets
Hi, We want to create a sheet that cross references another sheet and only pulls in data relevant to the partner with whom we are sharing the sheet. The reason we do not want to use a report for this use case is that you cannot hide the comments from a report and we do not want them to see the row comments. Please advise…
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Milestones not showing in report on Dashboard
Hi, I created a Report based on a Sheet that shows 7 milestones in the gantt view. At first, on the Sheet the milestones weren't showing up, but they were showing up in the Report. I deleted all the dates & durations on the Sheet and re-added them (using 0 for milestone) and they showed up. I saved those changes and…
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Deposit summary report vs. bank statements
Hi, We're trying to create the following project. I would appreciate getting some input on how to program it correctly. As a healthcare billing company, we post all account receivables to the patient's ledger. At the end of the month, we need to tie out the deposits posted to the bank statements to confirm that every bank…
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Creating multiple ranges without formula
I have inherited PMO reposinsibility for a large program in Smartsheets. I am going through the process of linking the various schedules, finance/risk/issues registers and other sheets for about 15 projects, all of which link into sub-programs and then up to the overall program. Is there any way that I can go into an…
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Any way to see where a column is being used in a report?
Doing a clean up of a master sheet and running into issues where we think we can delete a column but it's actually being used in a report somewhere, either as part of the filter or just as a displayed column, and giving me quite a bit of grief. Is there no way to quickly figure out where a column may be being used? I love…
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Smartsheet at- risk formula
Hi all, I'm having a little trouble with creating the right formula for my "at risk" / "attn" column. I only want the column to flag is the status is not complete and the target end date is past due. My current formula is =IF(AND(Status301 <> "Complete", [Target End Date]301 <= TODAY()), 1, 0) Currently, the column flags…
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Dashboard custom error message
Is there a way to create a custom message on a dashboard if criteria isn't met? One of my dashboard reports is set to the "Current User" filter. The problem is, if the current user doesn't have anything, the widget just shows an error instead of either a blank report or a better message to help the user out a little. Is…
