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Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
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Auto Attach Report .pdf to new source sheet row
Is it possible to take data from a Report and have it auto export as pdf/excel file and attach that new file to another sheets row? Case: We have a User Access process built and once a month, the primary owners of each software need to review the user access as a pdf file. We were using the "Send as Attachment" feature in…
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Attachment Previews on Reports in Desktop App
Good Morning, I've had a few users in my ecosystem complaining that they can no longer preview attachments while working in a report. My user base only attaches PDF's. After some testing on my end I found some odd behaviors. This has become a quality of life issue, our production team utilizes a master report that pulls…
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COUNTIFS and DISTINCT formula error
Hello! I am trying to count the number of unique customers from one column, that have been flagged with the year 2022 which is recorded in a separate column. Formula I have is - =COUNTIFS(DISTINCT({Customer Name}, {Financial Year}, "2022")) I am receiving the error, Incorrect Argument Set. Can someone help please?!
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Report Not Displaying All Information in Dashboard
Hi all - I have a report which isn't showing information in one column (YTD Actual) but shows in the others (YTD Budget and YTD Budget - Actuals). When accessing the sheet, numbers are filled in the column so I'm not sure why they numbers aren't showing up on the dashboard. Column preferences are the same. Also, there is…
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Absolute End Date Not to Change / Critical Paths on Grid View
I am trying to figure out how to sent an absolute end date to my project & then if any predecessors take longer than the original duration, & now the overall project timeline can't meet that date, it doesn't change the absolute end date....if makes you less duration of remaining tasks. Also, how do I see critical path…
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Creating a Burn Down Chart
Hello, I'm a bit stuck on how, if it is even possible, to create a burn down chart. I'm importing raw data from Jira (we don't have the plug-in... yet) and we want to show a burn down of our defects backlog, along with optimistic and pessimistic and forecast. I'm able to do it in Excel so I've attached an image of…
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Sheet Summary COUNTIF error when summarising formula driven cells.
Hi all, I'm creating a sheet summary report with the intention of summarising when passed tasks were completed relative to planned completion data i.e. early, on time, late. To do this, I'm using an =IF formula (which works) to define how to label tasks in my "Completion" column based on whether the 'Actual Completion…
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Copy changes from Clone Workspace to Live Workspace
Hello all, We are working on a Workspace for a client and they have asked various changes to be made on their Workspace. We created a Clone Workspace to implement all changes and make sure it works correctly. The requested changes had to do with: Adding new columns to a sheet & update columns order Adding column formulas…
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Forumla help sought so cancelled tasks are not counted as at risk
This formula surfaces 'At risk tasks' to a project rollup dashboard report. It does so based on the criteria of due date in the past and status other than complete. =IF([End Date]@row <> "", IF(AND([End Date]@row < TODAY(), Status@row <> "Complete"), 1, 0)) Question - What needs to be changed so that it does not surface…
