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Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
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Add Hyphen Checkbox schema to help with tracing a sheet to its location within a Workspace/Folder
When a user clicks on the "Sheet" button in a report to find where the source sheet(s) is found it is extremely hard to locate which workspace/folder the sheet is located within. It would be extremely helpful to use the UI design Smartsheet already uses when less then all items within a folder are selected; a hyphen in the…
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Index Match with multiple Parent/Child rows in a sheet.
Hello all, I'm looking for some advice on a tiered IF statement using index/match and CHILDREN formulas. My case: I receive numerical data from another metric sheet that copies it snapshots into this archive once a month. There may be times where we need to edit the historical data. To ensure the % columns are updated I…
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Merged: Automated Deleting of Old Data
This discussion has been merged.
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Dashboard
I have a dashboard roll-up sheet that is using a COUNTIF =COUNTIFS({sheetname}, [Column2]10) formula to count the number of cases an employee has. I know the employee has cases on the sheet, but the field shows zero, instead of the number of cases that are assigned to them.
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Dropdown multi-select columns list comparision
I have two columns that are dropdown multi-select. One column includes a list of all possible values (example: letters A-Z) while the second column includes a list of some letters (without duplicates (example: A, B, C). I would like to create a column that displays the missing letters (example: D-Z). How would I go about…
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How can I get a multi-select dropdown column to populate with comma separation?
I have a two different columns that are populating differently, just using simple formulae: (I took out all the error checking to make it simple until I can get it to work) =[Name]@row, where [Name] is a Contact list, allowing multiple contacts per cell, and =[Department]@row, where [Department] is a Dropdown list, also…
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Automatically send entire sheet as attachment?
Hi all 😊 We're changing a process in my company, and now we need to send specific data to the Finance department whenever we start a new project. This includes start and end dates, project number, etc. I wanted to create an information sheet to use as template with our Blueprint, so that this sheet automatically gets data…
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Pulling data from one form to another
I am creating a sheet that will collect data from multiple regions through a specific contact. I currently do it through automation. When I fill in a specific region the email associated with this region is in the automation that I created and it populates the particular cell, and sends a form to that person. I am…
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Columns clogging downstream sheets
Does anyone know of a way to limit columns moving from one sheet to the next sheet when leveraging Move Rows automation? I'm finding downstream sheets are getting clogged with unused columns and numerous blank cells. This creates confusion when training new employees, but also creates additional workload for managers who…