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Using reports (or other methods) to update sheet - security question
Hi there, I'm fairly new to Upwork. I have worked through a lot of the training material, but I haven't yet covered it all, and I also lack experience. I have a Sheet with a large amount of client data on it, some of this info is sensitive. I want to ask several staff members to make contact with each client, then update a…
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Add Pivot report/table to dashboard?
Hi there, I've created a report using Pivot that shows all the budget types and the amounts for them as well as the overall total amount spent. I don't want to show this data in table form, but I seem to be unable to select a Pivot report using the Report dashboard widget. How can I show the Pivot table/report itself in a…
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Webinar recording: Dashboards introduction and best practices
Missed the webinar? Review the recording in the Learning Center. Join us for a two-part webinar series focused on Smartsheet dashboards. Introduction to Dashboards Learn how to build a visual Smartsheet dashboard to provide a robust, real-time view into data from your sheets and reports. Dashboard design best practices…
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Edits to existing recurring report attachments
When making changes to an existing recurring report attachment as an email, I am able to edit aspects like dates and recurrence, but not the distribution list. I have to cancel the recurrence and create a new one. Is there an easy way to update the distribution list for this instead of having to create an entirely new one?
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How do I create a report from various forms?
Ok, so I have about 17 forms created for various employees in different departments. Each employee is required to fill out this form x amount of times a month. I want to make a report to auto populate that shows how many times employee filled out the form, and I want the report to show the employees percentage of completed…
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Automating count formula and trend summary
Hello All, I am wondering if there is a way to automate this process. I am trying to get a count of each line item status type at the end of each day. Currently, I am updating a master sheet that has a status column reading either “active” or “not active.” At the end of each day, I am manually totaling the number of active…
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Formulas Not Pulling
We currently utilize a very large global onboarding smartsheet. When a new hire accepts a position, the onboarding team uses a form to manually add them to the tracker so we can assign out the onboarding tasks and track progress. As part of a business initiative, we also have hidden column to track the amount of time spent…
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Activity log for certain user
I have noticed on log history that one user has successfully logged in. I have full admin account, can I check his activity since last log in ?
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Milestone coloring and Multiple Label Options
Can you add these features this year?
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Not so pretty IF-function (works) but needs makeover
Keeping track on vacation time I need to convert dates to weeks and then again to an overview with checkboxes. In order to get a list of weeks [c_weeks_listed] (later in use with FIND) I have come up with the following IF-formula which works but will become too complex if expanded further. Any ideas for a more powerful…