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Sales Formulas- Revenue by month and deal total by month
HI everyone, I am trying to create three formulas on a sales pipeline. The first is I am trying to track for the month of July how many deals we have that are opportunities. Then I am trying to track for the month of July how much revenue in deals we have that are in the opportunity stage. I then want to be able to track…
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Auditing Workspace Permission Changes
Is there a way to audit what changes were made and by whom for a Workspace? The activity log feature seems to only apply to sheets, dashboards, etc. Use Case: Permissions to a workspace have changes. I want to know who made the changes and when.
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Report Developing - Removing "Header" task
Hello all, I am trying to see if there is a way to remove those "header" tasks from reports. I ask this because it captures dates from the sub tasks and therefore becomes duplicative in a report. I have colored these lines so its easy to overlook them now but it would be lovely to have a way to remove them completely. For…
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Resource Viewing in Calendar View
Good afternoon We have resources that we have assigned to tasks for the next few months, booked out. How are we able to see our resources in calendar view?
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My - Smartsheet Wish List 1 Automatically update Column names in reports when changed
Hi, When you change the name of a column in a sheet it will adjust the formulae no problem, however it does not update them in any reports being run from the sheet. Please can this be looked at as it is extremly time consumming going through all your reports just to delete a column that is wrongly named and have to re…
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Showing Only the Parent Rows in a Dashboard Chart
Hi - I have created a dashboard to show pie charts of my data. My problem is that the pie chart wants to include every single row as a data point, I only want to show the parent rows and not the children. I used the formula "=Count(Ancestors(row))". This gives me a 0,1,or 2 based on how many ancestors the row has. But I'm…
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Formula takes a few seconds to populate after the sheet is opened
What could be the root cause for a formula not populating until a few seconds after opening a worksheet? I built a formula off of a contact cell that references a roster to show an individuals manager but unlike all the other formulas in the sheet, this one takes a few seconds to calculate, it is throwing off my reports as…
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How to count how many users assigned to in a sheet
Hello, I have multiple projects and each project is in its own sheet. I am trying to create a summary sheet (to later show in the dashboard) that shows how many people are assigned to each project currently. Is there a formula for this or a feature? Thanks
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Report Building Criteria
I am trying to build reports that segment my data into 5 different reports. One for each year 2019, 2020, 2021, 2022, and 2023. When I select the GLY (Go Live Year) with any on the aforementioned years, my reports come back blank. However, when I select a different criteria and then add the GLY as an additional column, the…
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Formula to count fields that are not blank
I am just getting familiar with smartsheets and am having a problem convert a spreadsheet that contains a formula that I really need. This formula currently works well in Excel to count cells that contain dates so if any cells are blank it won't count the cell. This is the formula that works in Excel…
