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Create Formula in Sheet Summary field to pull only Month from another Sheet Summary Date Field
I have a date field for projected go live date for projects in my Sheet Summary. I would like to add another field with a formula that will display only the Month Name in another field so that when I run the Sheet Summary report I can summarize projects going live by month. I would appreciate any guidance!! Thank you!
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Modern Reporting now available on Smartsheet Gov!
Hi Community, We’re excited to announce an improved, more intuitive way to create and update reports is coming to Smartsheet Gov. The new report builder makes it easier to understand, create, and update reports with an improved, more intuitive experience. Card view gives you quick and actionable insight into the status of…
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All up view of construction projects
New to smart sheet and construction projects being managed here. I'm building a template library and hoping to have a consolidated all up view to how they are progressing. Where is the best area I can research this, understand it more clearly? Is there a team where I can simply have one on ones with super users?
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How can I group a Contact List column from a source sheet in a Report?
I'm currently working on a report and trying to Group and or Summarise a column that is a Contact List from the source sheet, but finding that I can't do this. I want to be able to run a report that groups projects by team member. I've searched Smartsheet Community and Google for answers, and looks like it's not possible.…
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How to get a formula to count only negatives or only positives
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Formula to Count Ages of Orders
I'm trying to create a formula that counts the open orders based on the date the order was created. The thing complicating the formula is that it's for a metrics dashboard, so I need it to count the orders that are between 1-3 months old, 3-6 months old, 6-9 months old, 9-12 months old and over a year. I'm at a complete…
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Rolling up counts from several sheets to a dashboard
I have 6 projects. Each has a risk register on a separate sheet Each risk has one of 5 possible statuses each of which has a color, (Blue, red, green…). Each risk also has a Probability/Impact score, grouped by 5s, 1-25 I have created 10 sheet summary fields on each sheet to count these. I have created a sheet summary…
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Ability to add Sheet Summary Reports to Dynamic Scoping on Control Center
This functionality is available for "Row" reports, but "Summary" reports really should be included. Many clients use sheet summary to keep grids clean and lean; but, if we can't leverage dynamic scoping for those type of reports, it weakens the case for Control Center. It's either we bulk sheets up with columns to fully…
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GenerativeAI Help Creating Sheet Summary Metrics
Sometimes when making complex dashboards and scorecards, we have to create sometimes a hundred or more metrics on a particular sheet's summary. It would be awesome if the GenAI features could help you at least create the fields in the sheet summary. I am OK to adjust the formula as required, but the most time consuming…
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Project Status to Update a Sheet Summary Status - Formula?
Is there a way to have a formula in a row or in the sheet summary that does the following: When a row is added in one sheet and the project status is Completed, then within the project itself in Sheet Summary change the status to Completed as well? I am not sure if it is possible as one status in one sheet would have to…