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Merged: Easily create recurring tasks
This discussion has been merged.
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tracking # of employees quarter over quarter
I'm trying to show on a graph how many employees we had in each quarter. How would I do that? My initial idea is to add a helper column for each quarter, and add a formula to return a 1 if any of the date range of that quarter falls after their start date and before their end date, then pull a report counting the 1s for…
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Crosstab style reporting from Gantt data
Looking for some help on Crosstab style reporting from Shartsheet Gantt data. I have a Gantt project like the below ... How can I produce a report like this one I mocked up in an Excel Pivot table after cutting and pasting and "massaging" the Gantt data? ... Do I need the premium Pivot App (which we don't have) or is there…
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Consolidating Parent/Children Rows in Reports
Good Afternoon - I've recently been assigned the Ops Planning Project from another PM mid-way through the process. We have 6 company objectives that each of our 13 department's objectives must roll up under. Each department has completed a Smartsheet with their individual ops plan using the following hierarchy: Parent Row…
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Unable to extract sheetId from row object in a Report
Hello! I would like to create a pandas dataframe with smartsheet Report data. # Method to convert report to dataframe col_names = ['sheet_id','row_id'] + [col.title for col in report.columns] rows = [] for row in report.rows: # Append the id first cells = [] cells.append(row.sheetId) # This is where I get an error!…
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How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…
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How to check if cell contains one thing or another?
Hi all, I'm making a sheet that references another sheet to get data for a detailed graph. I'm trying to count the total number of small, medium, and large projects. The formula I have that works for individual campuses is as follows: =COUNTIFS({Size}, CONTAINS("Small", @cell), {Campus}, CONTAINS("Example", @cell), {In…
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Report Creation Permissions
Can I give people with viewer access to a sheet to make reports off that sheet? Or, do they need editor access?
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Streamlining the workflow
Hi Smartsheet Team, I hope this message finds you well. I've been working on a project in Smartsheet and could use your expertise in streamlining the workflow. Here's a brief overview of the project: I've created a form to collect information from 60 individuals who will be reporting the number of hours they spend on…
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Response Delinquency Automation
When we send out an update request form, how do I automate a re-send to those who haven't provided a response within the specified timeframe? Also, how to I run a delinquency report?
