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Creating a report with data from 3 different sheets
Hello! I'm new to Smartsheet and I need some help building the following two reports: I have 3 sheets, with the following main collumns: Sheet 1: Open Matters, containing #Matter, Client, Matter Type Sheet 2: Invoices, containing #Matter and Amount Received (Revenue) Sheet 3: Expenses, containing #Matter, Contractor,…
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Populate Column With Unique Values From Another Sheet
Hi all! I have a sheet, where tasks are entered and assigned to employees. Every task belongs to a certain company, which is specified row by row (every row is another task), this describes the first sheet we'll call "Requests". I want to create another sheet to summarize the data of every task for every company, this…
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Creating A Report of Missing Submissions
Hi Community! I have a form deployed to community partners. These partners need to submit a report 1x per month. Of course, some do not submit the monthly report. Is there a way for me to create a report of missing submissions? I have a reference of all partners who should be submitting a report and the sheet from the form…
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Need to be able to organize summary sheet data for dashboard widgets
I have over 100 sheet summary data sets that I have nicely organized on the main smartsheet I'm pulling data from. However, when I try to set up widgets using the same data, there is no rhyme or reason to how they are organized. It's not even alphanumerical, so I have to go searching for all the matching sets. For example,…
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Suggested Sheets - Update more frequently or in real tme
I notice when I update a sheet, and it appears on my suggested sheet, the preview is not updated. I was told that only occasional screen grabs are taken, and it looks like my sheet is not current, when in fact, it is, giving me problems with the boss.😫 I think the suggested sheets should be updated as well, in real time,…
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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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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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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…
