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Vlookup or Index with Match?
Trying to get data from one sheet to another by matching on Deal ID to the Requests sheet from the Salesforce sheet Could someone please help me for the formula for this? this would be an import from salesforce that I would have to do manually weekly, so I could rename the imported file and use same column names each time.…
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Streamlining sheets
We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted,…
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count itmes in a column that is populated with multiple data
Hi guys, I have a new challenge for you :) . I have a list of projects. Each project contains different products. I have one probabilty column that contains all the probabilities to sell the different products contained in each individual project. An exaple: I have a project (1 row) where I can sell machines types A, B and…
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Reports - pdf or Excel ?
I send regular reports to customers showing their expected delivery date of products. These dates can change frequently to suit their own construction schedules. Some customers prefer Excel format, others prefer PDF. If I need to change the email address of any customer, or add another name to their team, I am unable to…
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Row numbers to a dashboard
We monitor the number of requests that come into 3 different Smartsheet forms week over week... i created a dashboard to show the requests within the past 7 days, but i need the rows to tally... even if the row number shows up on the dashboard itself, that works - i can simply see that 45 rows were created in the last…
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SUMIF Contact? Help please!
I'm trying to get the total of a column where the row contains a specific sales person. Can someone help me out? Here is what I tried: =SUMIF([Sales Person]:[Sales Person], "Kevin", [Appx. Value]:Appx. Value]) Screenshot attached...thanks in advance!
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Auto Assign a Predecessor in Gantt
Hi, I have a series of standard processes that have the same dependency and predecessor data each time. I have the primary column as a job number, and then a second column with a drop down list of all the standard processes (I.e. assembly, pre-assembly etc.). If pre-assembly is selected, for example, I always want it to…
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Predecessor of one OR another task
Hi there, i would like to start an activity 10 days before either activity A OR activity B starts. How should i define the predecessor? BR Marco
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Status Change if Column Checked
Hi everyone, I need some help with a formula that just doesn't want to work for me. Currently my status column changes according to the {Proof Approval - Kim} column. It works fine (formula shown below) Now I want to add on to this formula so, if the column {Out For Approval} is checked, I want the status to change from…
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Document review/approval tracking
Interested to hear if anyone has setup a process in Smartsheet to track document review and approval. SOWs and Cost sheets need to be reviewed and approved by multiple people prior to being reviewed by the customer. I'd like to embed this process into an existing customer tracking smartsheet if I can but am undecided on…