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How to create formula to count upcoming tasks in the next 90 days?
I want to see how many tasks each project I have are upcoming in the next 90 days. I can run a report to see this information, but I want to be able to display it in an easy to read chart with each project showing how many tasks they have. See attached example. I built the attached chart by running the report with the…
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Cross Sheet Logic/Data Sync
Hi, I have a signup sheet that I am trying to get to update from another sheet. I essentially want to take "Unique Code from cell X on Sheet A and look for it anywhere in Column "Code" on Sheet B. Once it finds it on Sheet B, I want it to return the data contents from another column in the corresponding row to Sheet A. For…
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Report based on specific text in a cell
Hello, I have a data sheet used for a call log for project issues. I'd like to be able to run a report that displays all calls for a specific serial number based on which serial number is entered into a cell, a variable search value. Ideally, I would have a dashboard with a web content widget that would be looking at a…
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Nested if()
Hello great community. I'm new in Smartheet and I've a problem and even don't know if a solution exists. I'm trying to create a sort of automatized timesheet for my team. I would like them to connect to the same sheet. They have to select their name in a list ("Team" column), and the type of mission they've managed in an…
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IF or IF AND Formula conditions DATE
Dear, I appreciate your help. I need to create a formula that changes the status column depending on the following conditions. (The image in the example table has reference TODAY = August 28, 2019) 1) If the Balance column is equal to 0 (Green) 2) If the Balance column is less than 0 (Yellow) 3) If the Balance column is…
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Index or Vlookup or What?
Hey All! I have a question for the community that i'm having trouble figuring out to return a certain value to another sheet based on criteria. The pic I attached shows a project budget setup and I am wanting to pull data from the Budget cell based on the Job ID and the Cost Category. I'm not sure if it is a Index - Match…
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Can we export a set of detailed files along with high level report?
I would like to create a Smartsheet for 10+ programs. Each PM will update their own sheet on a weekly basis. PM Manager will generate an Executive Report from the data of all 10+ sheets/programs to management team. When sending status to the executive team, also include the detailed information from each sheet in the email…
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Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…
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many activity logs in one place?
Hi. Does anyone know a way to see the "activity log" from many sheets in just one location? This would be like a report or a dashboard.
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Automatic RollUp of data from multiple projects
Hello everyone ! I could use some help with some dashboard 101. I've been trying to find a way to roll up data for a while without success. Let me explain the situation: I've created a "project folder template" (including sheets, report and a dashboard) that I can easily copy for every new project I'm creating (please…