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Count how many times a multi-select value was selected in a cell range or column
Hi, I am trying to count how many projects from another sheet has a specific OKR value selected in a multi-select dropdown column. Example: There are 4 projects, all of which could be assigned to a single or multiple OKR values. I need a formula to count the number of times, e.g. 'Improve Operations Efficiency', was…
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Sum by Month in Report
I have a report created from 19 sheets - these sheets have delivery dates and project values. I want to sum by Month. See screen shot of what I have so far. I can't get it to sum, September, October, November and December independently. HELP
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Allow sending multiple rows from a Report (without redirecting to the source sheet)
Currently, when working with Reports in Smartsheet, it is not possible to send multiple selected rows if they come from different source sheets. Also, when sending rows, the recipient is redirected to the original sheet instead of seeing the content directly. It would be very useful to: Select and send multiple rows…
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Approval Workflows for Reports
I have hundreds of sheets that manage deliverables. To exclude metadata and manage monthly invoicing, I've created a report to manage invoice requests and show critical info. I am currently emailing a row as my request to invoice, but this gets tedious and hard to know if I have sent a request via email or not. I'd like to…
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Multiple Entries of The Same Name Into A Single Row
Good morning, I am newer to Smartsheet so forgive my lack of knowlede. I have created an attendance tracker form to track employee call offs from for our supervisors. Is there a way for example if John Doe calls off 3 days but each day is a separate submission due to different supervisor working, if each of John Doe's call…
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Why is report showing Target Date as a Formula and not allowing adjustments?
Good Morning! My master sheet has a Target End Date column that is formatted as a date column. For some reason, on my reports, it is now showing this field as a formula value and not allowing updates directly from the reports. Does anyone know how I can correct this? Thank you! Julie
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Conditional formatting for Reports
The ability to apply conditional formatting rules from within a report would be huge. Having to modify the Source sheet for a specific report doesn't seem to be very efficient.
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Enable Attachment Access from Report Widgets on Dashboards
Hi everyone, We’re working on streamlining our grant review process using Smartsheet, and I wanted to share an idea that could really improve the reviewer experience — especially for those who aren’t super tech-savvy. In our setup, students and faculty submit grant applications via a Smartsheet form, including attachments…
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Adding Calculated 'Report' Column into a Report
we need to make some calculations on summarized data in reports. such as summing up two or more column values or dividing two column's values in each other to get a percentage value from them. Calculation have to be functional not only in data rows but also in summary rows in a report. My suggestion is to make a calculated…
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Dashboarding Annual Calendar: Best Practice
Trying to develop a calendar/dashboard to reflect the major milestones of all projects happening in the PMO and having a difficult time! I haven't been able to find a dashboard visualization that easily displays all projects at a high level with callouts for project milestones.. I tried a timeline widget (see image below)…