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Summary Function Between Business and Pro
Apologies if this is the wrong area to post this… I am a one-person shop that uses Smartsheet to manage various tasks. One of these is the PTA where I volunteer as a board member. I would love to use the dashboard feature to track certain metrics (parent attendance at events and our performance in fundraising) and show…
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Summary of Project and Phase Allocation % for each resource
I am trying to create a section at the top of the projects Gantt that shows the total allocation % for each resource in each project phase and in the project overall. I need this to not double count in resource manager, but just roll up each resource's allocation % from a Phase and the project in total. I've tried adding…
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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?…
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Formatting Sheet Summary Reports
Enable formatting in sheet summary reports. E.g changing text size, bolding, colour, move value to centre etc. Currently sheet summary reports look sloppy, requiring time consuming work to add the values as metrics to dashboards if you want them to be presented well.
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How do I gather and display info for this dashboard widget?
Hello Everyone! I have a dashboard that is tracking the progress of several projects. My audience had requested a visual representation of where each project is in the PM Phases Initiation, Planning, Execution, Monitor and Control, Closure I have created a sheet summary report that shows in words where each is is but they…
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Add Grouping to Report Exports
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.
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SUMIFS formula syntax
Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub department (topic) only if the status is labeled "Won" - which the above screenshot would not be included in the total. The "Topic"…
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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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When the CopySheet API responds, is the copied sheet really fully created?
I am synchronously using the CopySheet API to make a copy of a sheet. This API responds with a sheet summary, which itself includes the copied sheet's id. Immediately when that sheet is copied, I call the GetSheet API to get the full details of the new sheet. Mostly this works, but a moderate number of times, I will get a…
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Allow editable formatting in automated emails
It would be great if similar to a document generator, we could generate an email template. One example I have attached where it shows "1 row added or updated (shown in yellow)." It would be great if that was an option to enable or disable some of the email elements or have my own format filled out with information in my…
