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Why do some names appear with a bubble in a Contact List column and other names do not
I have a sheet with a Contact List column type called Task Owner. I also have Summary fields set up that are Contact List types. The Task Owner fields are formulas to pull from one or more of the Summary fields. Example: Row 1 has a Task Name, Task Owner, Status, % Complete, Start Date, End Date, etc. The Task Owner field…
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How to Setup COUNT/COUNTIFS formulas
I manage the educational benefits at my job and am trying to find totals of how many dependents, drivers, and office employees participate in the benefit. This is how I've been setting up my formulas. Yet when we cross reference with Excel the total number is off. =COUNT(DISTINCT(COLLECT([Employee ID/Driver Code]:[Employee…
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Update Sheet Summary with Automations
It would be very convenient if we were able to do update requests and cell changes via automation for the sheet summary section. Right now it's out on it's own and forced everything to be done manually. Limits the effectiveness of the tool. For example, we keep "Status" in the sheet summary, and I want to be able to update…
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Sheet summary Next date in a range
HI, I am having trouble writing a correct formula for a sheet summary that determines the next upcoming date from a column of dates. Screen shot attached. Objectives: Sheet summary of: Next upcoming Quarterly Next upcoming Orientation Thanks!
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Retention Rate and Tenure Rate for employees for current year
I am needing help. I want to create a dashboard to see the current years tenure rate and retention rate by tracking month to month. I have a column for retention status (active vs terminated rate), active status count. Termination month, termination year, termination date, hire date. I have a formula for total employee…
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Using sheet summary fields in an alert
Hi All, I have built a workflow where once certain conditions are met we send an alert to a few stakeholders where we give row details and reference some details stored in the sheet summary. At the moment I have not found a way to directly reference this information without adding a helper column to the row and using a…
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Sheet Summary with 2 conditions including date range
Hello, I'm attempting to write a summary sheet formula that sums a number based on two conditions: 1 for entries <1/1/2021 and another column with a drop down choice of categories for only one category. Any luck writing a formula for a sum of two conditions? Should I be using SUMIF? How do I format both the conditions in…
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Count Distinct Collect only returns 1, even when there should be none
I have this formula for a Sheet Summary field: =COUNT(DISTINCT(COLLECT(Goal:Goal, [Primary SD]:[Primary SD], ="SET", [Fiscal Year]:[Fiscal Year], ="FY2022-2023"))) Attached is a screenshot of the sheet. It is filtered to show only rows with Primary SD=SET, and you can see that there are none for FY2022-2023. So the Sheet…
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Add Sheet Summary Reports to Dynamic Reports in Control Center
Include the ability to add Sheet Summary Reports as Dynamic reports in Control Center. We keep data in the sheet summary in multiple toolkits, it would be very convenient if we were able to add a dynamic report of sheet summary fields to get a holistic view of our profile, and be able to update the sheet summary fields…
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Formatting report data coming from Sheet Summaries
Hi, I have created a Sheet Summary Report which pulls data from the Summary tab of multiple source sheets. Nothing easier, right?? But, I can't see any way to center-justify the data in the report (because normally it grabs the justification from the source sheet column). Is there a command somewhere I'm just not seeing?…