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link between sheets
Hi! I'm working with two different sheets. The first one has all marketing activities (webinars, events, trade show, etc). The second one has all the marketing assets created (Ebook, social media cards, etc). I would like to link which assets can be used for which marketing activities. A marketing activity can use more…
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What is the simplest way to have data from a form be pulled monthly into reports/dashboard
I have created a smartsheet form to log information on service intakes. I have then created sheet summaries and reports with a bunch of information (age, demographic, reason for call, type of service requested etc.). From this I created a dashboard showing key metrics and graphs of my data. My challenge is now I would like…
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How do I use the attachment column in a Sheet Summary Formula?
I want to write a sheet summary formula that counts how many rows where the MoSCow column contains M, have attachments. The syntax I am using is COUNTIFS( range1, criterion1, [ range2,criterion2]). I have used this formula many times Getting the column criteria (range 1, criterion 1)specified is straight forward. But I…
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Formula for "Days since" event
Hi There, I'm looking for some help with a formula for a sheet summary field. I'd like the field to display the number of days since "today" that a checkbox was checked, based off the date entered in that checkbox's row. Example based off screenshot: "Today" is 12/4/2023. If the checkbox for Row 66 is checked the "Days…
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Report Grouping Issue
I have report that summarized about 38 sheets using sheet summary fields. For some reasons, one of the fields isn't coming through so the report is not grouping properly. It's only happening for a few sheets but it's the third time it's happened this week. To fix it I have to go in to each sheet summary, take a letter off,…
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Converting Sheet Summary Metrics to be used on Dashboard
Hola! What's the best way to convert sheet summary metrics into data that can be visualized on a dashboard? Muchas gracias in advance.
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Viewing team capacity over time
I am trying to see my team's capacity over multiple projects for each week to see who will have capacity to take on new projects. In the past I've done it by hand to look like this and I know in my mind the demands of each phase for a given project. This is quickly becoming unsustainable as we grow. I have a task list for…
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Update sheet summary field via a report
I am using row reports and sheet summary reports. When I create a row report , I can edit fields in the report and it updates back into the plan /sheet itself. This makes it easy for me to meet with a team member and review only their tasks across my plans and update % complete etc. Similarly, I'd like to be able to pull…
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Using Sheet Summary To Populate Columns - and Have Same Restrictions
I'm using a sheet summary to add some global sheet data (i.e., it's not associated with rows, it's associated at sheet level.) I've got a sheet summary contact list field where I add the project manager - then it populates the top cell in a column. I then use this cell as an email recipient in a workflow. However, it…
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auto lock Summary Fields
Hi I'd like a way through automation to be able to lock summary fields based on criteria in a sheet cell, or another summary fields. I use Summary fields as a switch to do actions in sheet. for example I allow PMs baseline effort and costs through changing a summary field trigger to yes, but after they have done that I…
