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Indenting Auto Number Column Type in Smartsheets
I have created a Bug & Issues log for a project I'm working on. Within that sheet I have a column for "Store #". There are many instances where different stores have the same issue and I want to be able to report on that information. Right now, if multiple stores have the same issue, people are just adding the store…
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What is the best way to count all projects for reporting purposes?
I would like to count projects for a few different metrics to display on a dashboard. Such as Number of projects delivered, delivered on time, delivered late and so on. Can anyone please advise what the best way to approach this may be?
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Report link in Intake sheet
Hi all, I have created a configuration in the control center, where I will roll out a sheet and a report together. In the intake sheet, the sheet link is updated once it is rolled out. Can I get the report link too? It's a summary report of the sheet and I want to share the link automatically with some team members. The…
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Start date & End date in resource allocation underlying report from analytics in Resource management
Hi team, As earlier I already posted and shared the idea for large and mid cap organizations to help th data regarding resource allocation start date and end date. As of now if you will generate underlying data from resource management you will get most of the data, project name client, scheduled hours etc but, in Resource…
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Pivot sheet won't show what I see in Preview
Hi there, I created a pivot report that sorts items by month. I have 19 columns with two rows currently -- January and February. When I look at the sheet that I created with Pivot, it only shows that data that is not assigned to either January or February (BLANK). I can see what the data should look like when I click the…
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best way to convert excel tracker to smartsheet
Hi all whats the best way to convert this tracker on smartsheet any ideas will be appreciated @Paul Newcome tagging as always for your advice please
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Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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VLOOKUP and COUNTIFS
Hi all, Hoping to get some help with a LOOKUP/COUNTIF formula. I'm trying to create a grid that counts issue location by month. I've created this column in the source sheet which is the range for the VLOOKUP. The sheet that this information needs to be pulled to: I'm struggling to create a formula that will count each…
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Multi-tier reporting in Control Center?
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
