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Creating a report by task owner and RAG status
Hello Smart Sheet-ers, I am fairly new to SmartSheet so excuse me if this is breathtakingly simple. I need to create a report of the following in dashboard. I assume from using Sheet Summary. It needs to show Task Owner, then how many tasks that are RAG status red, yellow, green, blue. I'm using the below columns: So for…
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Can I use the data linked from another sheet, to populate my Sheet Summary?
Hello, I have this sheet I'm using to track projects status and health. Almost all data are coming from my team's project plans, and I use therefore the "Link from cell in another sheet" option (this way everything is automatic and I don't need to have manual updates). In the Summary sheet, I have setup a field in which I…
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Struggling with creating charts on a Smartsheet dashboard
Hi - I am really struggling with the steps I need to take to convert a smartsheet with incoming form data into charts that reflect that data. I've gotten as far as creating sheet summary fields using COUNTIF formulas, then creating a report from those, then creating a simple bar chart from the report, but I can't figure…
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Sum Row with Current Month for Metric Widget
I've search and tried this so many different ways but cannot figure this out. Basically, I want to create a Sheet Summary Field that totals the row for the current month. I thought creating a helper field and index formula would do it - but can't get it to work for some reason. I think I've over complicated it, honestly.…
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Countifs projects starting or ending this week in sheet Summary formaulas
Hi all, I need help on a formula to gather how many projects are due to start this week. I have this so far, but it returns 0, but one date range is within the parameters. =COUNTIFS([Target Start Date]:[Target Start Date], WEEKNUMBER(TODAY())) I also need to count on the [Target End date] on how many are due for completion…
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IF formula to pull biweekly updates
I'm trying to create a form that I send out to partners on a biweekly basis. I'm working with partners from 5 different countries, and I want their updates to be pulled using the sheet summary into a dashboard. Is there a way to do an IF formula with an INDEX formula to get the following results: IF [Country] is listed as…
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Weekly requests Received & Sent
Hello! I am trying trying to come up with a formula for a Sheet Summary field that can output the number of received requests and number of sent requests over the course of the current week for each member of my team. I have a [Received Date] Column and a [Date Sent] Column where the dates are inputted but I just need the…
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Sheet Summary Formula
Asking for help again with a formula. I need to create a formula in Sheet Summary that rolls up how many participants from each of the 10 columns above attended which "Program Type." Program Type is a dropdown. For context: How many Blue Ridge participants attended "PSUDS ECHO." Wondering if the structure of the sheet is…
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Sheet Summary field suddenly started to append date with time of day
A Sheet Summary field that concatenates the next scheduled task name and due date suddenly began this week to append the date (MM/DD/YY) with the time of day (HH:MM). No changes were made to formula. Example: Formula: =IFERROR(INDEX(COLLECT([Task Name]:[Task Name], Actual:Actual, ISBLANK(@cell), Status:Status, "In…
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How to Identify Skipped Number
I have a column containing document numbers that looks somethin like this: s-001 s-002 s-004 Does anyone know of a formulas that I could put in the sheet summary to return the first skipped number (in this case, s-003)? I know how to do this with a "helper column", but I'd like to avoid that if possible.