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Dropdowns in a dashboard, is it possible?
I have one sheet that has metrics for a few of my employees, I was hoping there was a way to get the drop down menu function for each employee transferred onto a Dashboard highlighting everyone's metrics. *The drop downs show their total sales for each month, and even quarter, down to how many projects they have completed…
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Merged: Export a report as shown with formatting in Smartseet
This discussion has been merged.
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Charts Plotting 0
I recently contacted support to find out if there was an option within dashboard charts to keep the charts from plotting 0. I received the following response: Currently we don't have a feature in place that will prevent specific values from showing on the chart. At this time the only solutions that we can provide would be…
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Trying to get some formulas to work to make a month timeline
I have a number of sheets that I am relaying on using this timeline sheet for. This is for a commission workplace and individual commissions. In the core sheet, I track the date of sale. Which that gives me a YEAR / Month. Then, I want to assign it a Current Month, Last month, 2 months ago, and so on. My goal was to…
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COUNTIF with Parent rows only, exclude children
I want to create a COUNTIF function that will count only the Parent row of a status column in a project tracking sheet. This is to create a metric sheet that will show all project statuses by each project manager's sheet. There is a status column using Green/Yellow/Red/Blue identifiers, and children rows need to include…
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How do I make a Basic Cashflow Line Graph?
I have to think I am just missing something obvious, because I am having the most difficult time using the Dashboard to create a Line Graph that shows my cash flow over time. I tried using only two columns (again, this is a very basic chart) that has the dollar amount figure, and the date that the amount was recorded. My…
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I want to populate a Quote with information from a price list sheet
Hi Is there a formula or functionality that would enable me to to create a quotation using data from a price list on a separate sheet ? For instance on the price list sheet Column A ( SKU / Stock Code ) , Column B ( Description ) , Column C ( Unit Price ) . I want to fill the SKU / Stock code into the quote and have the…
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Separate notifications for added rows
Hi, I want to create a separate notifications for each row that is added when certain conditions apply. I'm sharing a screenshot of how the notification is set up. The issue that I have is that if more than one row is added before saving the document, then the email will contain all the rows that where added/updated. What…
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Count Number of Cells that Contain Certain Text?
Hello, I am trying to count the number of cells that contain certain words, such as "NYSEG" or "RGE," when the cells may contain more than one of these words. I have tried using =COUNT(FIND("ConEd", [Utilities]:[Utilities])), but it always turns back a 1 (no matter how many cells actually contain "ConEd"). I am trying to…
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COUNTIF leads added last week
Good day! I'm working on this new KPI report for leads added last week, and I'm using this formula: =(COUNTIF({Aldo Aguilar - Pipeline Range 1}, "2 - Upselling", "4 - Lead Generation", COUNTIF({Aldo Aguilar - Pipeline Range 2}, WEEKNUMBER(TODAY(-1))))) But at the moment that I hit enter, it returns "#INCORRECT ARGUMENT".…
