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Automatic report creation with custom template
Hi! I am working on creating a report in which data is obtained using a Smartsheet form. For each new answer on the form, a new report or Dashboard must be created, which must have the format below. I wonder if there is any tool, API or integration with any other platform that would make this possible? Any help is much…
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Datamesh - way to transfer only parent row to sheet?
Hi all, I'm currently experiencing an issue when I try to DataMesh a Pivot Table to an existing spreadsheet. My Pivot Table is my Source Sheet, and I use the existing spreadsheet as my Target Sheet. The Pivot Table is set up where each row I need copied into the existing spreadsheet has a Parent Row (a number) and a Child…
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Nested if for FLAG column
I am trying to build a nested if for a flag column and cannot get my brain around the final piece of the statement. Basically I am trying to create a function that looks at a 3 variables: (1) Date column and if it is not blank and (2)the date is in the past and (3)if another referenced value [Shipping Status] does not have…
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Verify All Sites Submitted Response Today
Hi, I'm trying to track if a site (or Name) created a new daily entry using a Smartsheet form. I added this formula to the Updated Today column to return a "Yes" answer if the site (or Name) created a new daily entry. This seems to be working as intended. Is there a better way to design this formula? =IF(Created@row =…
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Aggregate Summary Field Data from Multiple Sheets
I am attempting to consolidate multiple business worksheets, for an aggregate pie chart health status on a dashboard for executive management. See word doc for details Any suggestions to the best approach appreciated.
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Counting overdue tasks from a lot of project sheets
Each project sheet has basically an identical structure and each line item is assigned to a specific person/user (Contact list). There are approximately 300 lines per project sheet. Each user has a report that shows only the tasks assigned to them from all the source sheets. Previously, we had a dashboard that showed each…
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Report from multiple sheets - but automatically including new sheets
We have three basic templates we may use to create a new WorkSpace. Each new WorkSpace represents a project and will have a sheet called "Transition Tracker". I'd like to run a report of information from each sheet in each WorkSpace (so across sheets), but also have it add new sheets as new Workspaces are created. Is that…
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Seven Most Current Entries for each Question for Each Location
Hi, I want to pull the SEVEN MOST CURRENT ENTRIES for each QUESTION for each LOCATION. Here's my Master Smartsheet. This is the formula I started using based on responses in the community: =INDEX({TEST Range 2}, MATCH(MAX(COLLECT({TEST Range 4}, {TEST Range 2}, [Q1]@row)), "Clearfield", {TEST Range 5}, 0)) This formula…
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Report? Summery Count of rows
I have a sheet that bring in once a week that has our available units and extra data. I need a report to look a this data and return a count of how many units per building are available. Data coming in: Building | Unit Number | Rent Ready |.... I need a report to return Building | Number of available units (count number of…
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Report on Tasks due including Header
Hi all, Can someone provide me a workaround here. I would like to run a report that lists all the tasks due to start in the next 5 days. But what I need is to include the Phase name, even though the Phase has already started. I have added screenshots of what I have done, but this adds all phases, even the ones that does…