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Best practices when dealing with large amounts of reports
Good afternoon everyone, I was curious to know what everyone's best practices are when it comes to managing a large number of reports and how to implement holistic changes? We have dashboards designed for multiple locations and in those dashboards are reports that are filtering content from a sheet, filtered to those…
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Summary Report - COUNTIF of multi-selection columns
I love the way a Summary Report can kinda be a poor man's pivot table within Smartsheet, and it works really well, up until you try to do conditional counts of columns with multiple selections. See below. What's happening here is I want to allow a COUNTIFS when a person is chosen, and count the number of instances data…
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Dashboard Header Banner
I want to use an image for a Dashboard banner however, I cannot find any size dimensions for it and some experimentation is not working. I note this shows on Smartsheet's own examples yet I can't reproduce it. See attached screen shot.
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Help improve my data collection process, with multiple forms, update requests, approvals, reporting!
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you see any issues or improvements. Sorry for the long post. Thank you! Need: Need to…
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Portfolio Management - airtable vs smartsheet
I have been asked to look at Airtable. Currently our team uses smartsheet. Our team is leaning towards Airtable due to its easy and customized views, plus ability for executives and stakeholder to create their customized views. How good is airtable compared to smartsheet How good is airtable for work collaboration - so…
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Sheet Summary Report and Dashboard Widgets
Hi! Can I use a Sheet Summary Report to drive a Metric widget? I have 25 project sheets that I would like to roll-up into a sheet summary report. I would then like to create dashboard metric widgets using this data. I am currently driving the metric widgets off of the individual sheets, but this is getting cumbersome as we…
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Parent Formula to display modified child status
I am looking for a Parent / Child formula to capture a status change (R / Y / G). The Parent status will change based on the Child status Change. For example: If I change the status of "Software" to Red (R) in the child row, it should change the Parent status to Red. The parent row captures any child row that changes from…
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How to get all rows with 1st column starting with specific alphabets
Dataset: Required Output: I am trying to extract data from the rows which have its first column starting with particular contents. As I have shown in the attached example, I wish to get data of columns A, C, and D if the column A starts with 'as'. Please help me to achieve this. Thanks!
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Using values returned by formulas in other formulas
Hi, I have a user populated field (using a dropdown) where the options range from “1-Innocence” to “5-Excellence” – this makes more sense to a user than simply having a 1-5 available for selection. To summarise these ratings per theme, focus area, assessment, etc. I obviously need to make use of the 1,2,3,4,5 values in the…
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Capture metric each day and add to new row
I have a number of Harvey ball metrics (count of red, yellow, green tasks) and things that change every day. I haven't really seen any way to capture and store these each day at a particular time (or hourly, weekly, monthly). Anyone have a good solution for it? Example of metrics I'm collecting on-the-fly from Control…
