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Best practice question for dashboards and performance
I am in the process of changing everything over to Smartsheet from another package, and am having a great experience so far. I did have a question for experienced users that has to do with best practices when displaying information on a dashboard though: Is it better to have a helper sheet, or use the Sheet Summary for…
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Multiple contacts in a sheet summary field
Hi, We use control center and we love using Sheet Summary field to bring in certain values from Specific Sheet (using cross-sheet reference formula) then we feed that info to column with column formula so every row will have the same info. We noticed we can't do this for Multi-Select Contact in Sheet Summary if column type…
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Trying to use SUMIF to Sum one column but only of the items in another column
I am trying to get the SUM of SaaS Value if the value in the Backlog Status column is Active Backlog. Tried this and I am getting unparseable SUMIF([Backlog Status]:[Backlog Status],”Inactive Backlog”, [SaaS Value]:[SaaS Value])
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Dynamic View Logic / New Entries / Sheet Summary Fields
I'd like to be able to stop New entries from being submitted based on a date (similar to preventing changes to existing entries). This date could reside in a Sheet Summary field and be referenced in DV Logic. Sheet Summary fields in logic would be helpful.
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COUNTIF Formula Providing Incorrect Result
Hello! I am adding sheet summary fields to count the rows for each status. I noticed that the results I get with my COUNTIF formula are incorrect. The correct results would be: Completed - 3, In Progress - 1, Not Started - 2 (this one is correct) I tried this formula on a second sheet and still received an incorrect…
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Tagged Comment Fields
Would be two suggestions, one is ability to add tags/categories to comments. Second would be ability to configure the tag(s) to be shown in the latest comments column that was recently added We use multiple columns to add notes and comments for a mission from particular program areas such as volunteers, logistics, safety…
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Real-time Update for Sheet Summary
Hi, I have a sheet with months as columns. I have a formula to calculate monthly percent compliance when the numerator and denominator is entered into the sheet. For my sheet summary, I would like to see it update in real-time with the latest average percentage calculation, meaning it would show the average of percentage…
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Using dates in sheet summary formulas
Hello, I have a sheet that is pulling data from Microsoft Dynamics CRM using the connector where the date data is not coming across correctly if the column is setup as a date format. I have therefore setup the column in the sheet as a text field. I have a summary formula which uses this column to summarize data by quarter…
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VLOOKUP or INDEX MATCH Referencing Another Sheet
I would like to pull "Type" from a different sheet by matching the Project #. I've used both INDEX MATCH and VLOOKUP formulas which has worked well! Here are the formulas: =INDEX({Program Intake Form Range 1}, MATCH([Project #]#, {Program Intake Form Range 2}, 0)) =VLOOKUP([Project #]#, {Program Intake Form Range 2}, 5,…
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#NO MATCH error on a Sheet Summary Formula
Hello, I'm guessing the problem is because the field I'm referencing is a formula and not a value, but would appreciate suggestions on how to handle this. I want a sheet summary formula to return how many Variances exist for each VarianceCategory, so I can use this information in a report. I've listed the formulas that I'm…
