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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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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…
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Reporting and Dashboarding on Multi-Select Column Type
Hi, bear with me as I am a pretty new user to Smartsheet (love the tool so far but have hit a snag) I'm currently utilizing the multi-select column type for a few of the sheets I'm working on. I love the feature, but am having trouble building the exact dashboard I need to report on my multi-select column. Let's say I have…
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Report to itemize responses
Hello! I am trying to develop a report that will list out which Residents have selected which Attendings with whom they have worked - here is the sheet that comes from the form I've created - they just click the box for which ones they've worked with. I then want to be able to have a report that lists each Attending with…
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Behind/Ahead of Schedule by "x" days
Hi All, I'd like to add a column that reflects how many days my project plan is ahead/behind schedule. I asked this question last year, but couldn't find it anywhere. I have a Planned Finish and a Finish Date. I'd like the row to display the following for each: If no variance, display "On Time" If late, display " X days…
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Copy and keep cell value based on day of the week.
Hello All, Is there a formula that would take a value from cell "A", copy it to cell "B", and keep that copied value in cell "B" until a set number of days have passed? Backstory: I currently have a dashboard with graphs that illustrates a rolling 7-day, 30-day, 60-day, and 90-day account interactions. I would like to…
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Automated Workflow for Forms and Reports
I created a form to collect data from users (while at the same time protecting my sheet). I need to collect data from users on a monthly bases, and I'd like to be able to send the Form I created at the beginning of every month. I also have a Report that I'd like to send out to managers at the end of each month. I know can…