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Importing\Uploading Information
I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this? IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS later by just…
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Inventory
Is there a training video to show us how to do the inventory and features? We want to use this feature but I need some training.
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Recording the date of a specific update and locking that date?
Greetings SMARTsheeters... Not sure if what I'd like to do is possible in SMARTsheet, but here goes... I'm working on a SMARTsheet that receives data adds and modifications from SMARTforms and autoupdate email requests. There will be various users entering and modifying the data in the SMARTsheet adhoc through these forms…
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Return 1st column value if 2nd and 3rd column is blank
Hello, I am trying to come up with a solution for my smartsheet involving 4 columns (4th being the result column). I wanted to return the value from the 1st column whenever 2nd and 3rd column are blank, if not return the value from either 2nd or 3rd column. These columns contains dates by the way. Sent (1st) ; Won (2nd) ;…
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Changes Report
Does anyone know if there is a way to produce a report or a list of rows whereby Column A has changed in the last n number of days? I'm trying to produce an exec level weekly report of key projects whose end dates that have changed in the last week.
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Report Builder Problems
With the recent (Sept 19, 2019) update, non-licensed users no longer have the ability to update their Report Builder within SmartSheet. This poses a significant problem for my company, as we have multiple licensed users and ~100 (non-licensed) individuals who execute the tasks assigned. Am I correct in thinking that each…
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Editing Chart Widget
I am using a pre-built template dashboard and am trying to see the data that the chart widget is referencing which is displaying on the dashboard but am unable to determine what data is being used.
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Pull child rows into report based on parent rows
Hello, would much appreciate it if anyone is able to help me out. I would like to be able to pull both parent and child rows of a sheet into a report based on a criteria which only exists in the parent row, is this possible? I'm not sure if there's just a setting I missed. Thanks, Sean
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For project status and risk dashboards - what are your favorite ways to use SmartSheet with Excel?
Hi all, I've reviewed some of the threads on the community here about limitations with Smartsheet not being able to export Harvey Balls or other images into Excel. These icons are extremely useful for risk dashboards and the like. When we registered for SmartSheet, I was hoping to be able to export these things, but it…
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How do you change or delete a recurring email on a Report?
I set up a report to be emailed automatically each week and the PDF puts the overflow onto separate pages, so I would like to change (to Excel) or delete that recurring email. I can't find where to do that.