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Datamesh from a summary report
hi! I am trying to build a means to automatically forecast vendor costs, based on a count. I have a large sheet that contains an intersection of many Locations and the Scopes that will be applied to each location. I have different vendors servicing my various locations. I have created countifs formulas to count the number…
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New Columns Not Available to Select in Report Builder
I am using the Communications template Smartsheet has available. I modified the categories to suit them to our business. I went into Report Builder to modify the report and the categories do not appear to select. Just for testing's sake, I changed all the categories back to the original names and report ran and calculated…
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Best practices when dealing with large amounts of reports
Good afternoon everyone, I was curious to know what everyone's best practices are when it comes to managing a large number of reports and how to implement holistic changes? We have dashboards designed for multiple locations and in those dashboards are reports that are filtering content from a sheet, filtered to those…
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Summary Report - COUNTIF of multi-selection columns
I love the way a Summary Report can kinda be a poor man's pivot table within Smartsheet, and it works really well, up until you try to do conditional counts of columns with multiple selections. See below. What's happening here is I want to allow a COUNTIFS when a person is chosen, and count the number of instances data…
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Dashboard Header Banner
I want to use an image for a Dashboard banner however, I cannot find any size dimensions for it and some experimentation is not working. I note this shows on Smartsheet's own examples yet I can't reproduce it. See attached screen shot.
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Help improve my data collection process, with multiple forms, update requests, approvals, reporting!
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you see any issues or improvements. Sorry for the long post. Thank you! Need: Need to…
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Portfolio Management - airtable vs smartsheet
I have been asked to look at Airtable. Currently our team uses smartsheet. Our team is leaning towards Airtable due to its easy and customized views, plus ability for executives and stakeholder to create their customized views. How good is airtable compared to smartsheet How good is airtable for work collaboration - so…
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Parent Formula to display modified child status
I am looking for a Parent / Child formula to capture a status change (R / Y / G). The Parent status will change based on the Child status Change. For example: If I change the status of "Software" to Red (R) in the child row, it should change the Parent status to Red. The parent row captures any child row that changes from…
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How to get all rows with 1st column starting with specific alphabets
Dataset: Required Output: I am trying to extract data from the rows which have its first column starting with particular contents. As I have shown in the attached example, I wish to get data of columns A, C, and D if the column A starts with 'as'. Please help me to achieve this. Thanks!
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Using values returned by formulas in other formulas
Hi, I have a user populated field (using a dropdown) where the options range from “1-Innocence” to “5-Excellence” – this makes more sense to a user than simply having a 1-5 available for selection. To summarise these ratings per theme, focus area, assessment, etc. I obviously need to make use of the 1,2,3,4,5 values in the…