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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…
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How do you create a report that counts the number of each status on a sheet?
How do you create a report that counts the number of each status on a sheet? I want to create something similar to this template but with my actual statuses not these preset ones. How can I either change this report or create a new one? When I tried to create a new one my report builder looks completely different.
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Report based on 3 sheets with the same primary column
Hi everyone, i want to make a report based with 3 sheets (Financial informations, planning informations, others informations) which have a common reference in their primary column. I want to have all the informations automatically on the same line. Please, can someone help me? Thanks.
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Pie Charting a Sheet Summary Report
I have added a RAG status to all my projects in the Sheet Summary view. I can pull a report showing the projects and their RAG status fine. When I then try to pie chart the RAG status onto a dashboard this is not possible as the RAG status is not a number. So I added a number field and populated it with '1' so that I can…
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Need a report that summarizes clients assigned to staff
I have a very basic Smart Sheet: Staff Member (Contact List) Client name (Text Column) Age (Date) Birthday (Date) There are a few other columns, but they are not relevant to my question. I need to be able to run a report that summarizes the number of clients assigned to each Staff Member. I don't need to know anything…
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Planning Calendar conundrums
Hi, Community! I am wondering if anyone else is using SmartSheet for an institutional planning calendar. I chose a template of project with gantt. Most of the tasks on the calendar, however, are annual, bi-annual, semi-annual, etc. I am trying to figure out the best way to handle that. Would I only be able to do it using…
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SUMIFS/COUNTIFS Function: Total values but filtering out particular Status' AND Dates (Years)
Hi All, Firstly, I'll be honest and say I'm unsure whether this is a COUNTIFS or SUMIFS function but leaning towards the SUMIFS function based on my understanding of it. I'm trying to run a report to show the numner of (Column: Status) Closed Won and Closed Lost opportunities and the (Column name: Value) total value of…
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Set a row to 'not applicable'
Hi. My project contains 3 sheets to represent network areas and includes the site locations within the networks. The project tasks are the same and include deployment stage gates and user adoption stage gates. We would like to use the same set of stage gates across all of the network areas for consistency and reporting,…