-
IF or IF AND Formula conditions DATE
Dear, I appreciate your help. I need to create a formula that changes the status column depending on the following conditions. (The image in the example table has reference TODAY = August 28, 2019) 1) If the Balance column is equal to 0 (Green) 2) If the Balance column is less than 0 (Yellow) 3) If the Balance column is…
-
Index or Vlookup or What?
Hey All! I have a question for the community that i'm having trouble figuring out to return a certain value to another sheet based on criteria. The pic I attached shows a project budget setup and I am wanting to pull data from the Budget cell based on the Job ID and the Cost Category. I'm not sure if it is a Index - Match…
-
Can we export a set of detailed files along with high level report?
I would like to create a Smartsheet for 10+ programs. Each PM will update their own sheet on a weekly basis. PM Manager will generate an Executive Report from the data of all 10+ sheets/programs to management team. When sending status to the executive team, also include the detailed information from each sheet in the email…
-
Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…
-
many activity logs in one place?
Hi. Does anyone know a way to see the "activity log" from many sheets in just one location? This would be like a report or a dashboard.
-
Automatic RollUp of data from multiple projects
Hello everyone ! I could use some help with some dashboard 101. I've been trying to find a way to roll up data for a while without success. Let me explain the situation: I've created a "project folder template" (including sheets, report and a dashboard) that I can easily copy for every new project I'm creating (please…
-
Sorting by percent complete
I originally created a report that showed all the sheets I was assigned to a specific task ans sorted by percent complete and then by sheet name. The sheets that had nothing in the percent complete used to appear at the top now they appear at the bottom. Without having to enter a 0 in every sheet that has not started the…
-
FILTER
Hi, Please can someone suggest an dynamic alternative for Smartsheet to the FILTER function that Google Sheets have to include in a report. I have a list of Asset I.D's that have multiple statuses at any given time. I would like to capture each Asset I.D assigned to each person according to the Asset's status. ie: all…
-
Add Live Reports / Dashboards to Slideshow
We have a TV in the office that cycles through slides with important dates, vacations, etc. I'm wondering if this could be done better with Smartsheet. I can create reports / dashboards with the necessary information, but where I am stuck is how to create a slideshow of this information. I'm assuming Google Slides or…
-
Automate RYG Balls based on 3 columns.
Hi, I need help with finding a way to automate the RYG balls so that if no dates are input, it's white. If the first date is input, it's red. If the second date is input, its yellow. And if the final date is input, it's green. Thank you !
