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Requesting assistance with multipart COUNTIFS formula
Hi all, My team and I currently use Smartsheet to track monthly referral information. At the beginning of each month, we are looking to obtain the number of referrals received for the prior month (ex: because it is January, we want to capture data from December). Here is what we are trying to track: How many "SEN"…
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Why does my Metrics constantly stop calculating correctly?
I've been making a "Metrics" sheet for some time now, and in the beginning everything was calculating fine. But it seems to be when I add more "data tables" if you will, or more metrics, some tables stop calculating correctly. Here is what my sheet looks like for a better understanding So, the first few-ish sections will…
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Dual Horizontal Split Column Option
I know this probably isn't possible but I'll ask anyway. :) Is it possible to create a horizontal split on a sheet where the "top" split would have different sets of columns than the "bottom" split? It would be like having two primary rows on a single sheet. This would be like having two sheets in one for more complete…
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Lock a shared sheet into a standard format/setup
It would be great to eliminate the frustration of your view on a shared sheet being rearranged by cell width and wrapped text done by another user. Individual users should have the ability to save their own view of the sheet, or clear all their customizations and have it revert back to the original default view. Could work…
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Quick Link or Chart for Capacity Limits
I am frequently having to refresh my memory of capcity limits for cells in a sheet, workflows per sheet, etc. It would a great tool to have a quick link to a chart in Help or Community that is quicker to find or easily searchable within Help. Thanks!
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Pro/Cons: Teams using Dynamic View vs the Sheet itself
I am looking for your thoughts about teams using Dynamic View vs going directly to the sheet itself to add new line items and editing. Reason for the asking is that I have some teams that are used to working with Excel to manage their list of activities and the quick copy/paste abilities you have there. In Dynamic View,…
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Modified =SUM(CHILDREN()) Formula needed
Dear All, I am struggling to modify this formula: =SUM(CHILDREN(Points@row)) Working in agile development, my "Points" column contains development points needed to complete a task. Overall I have 4 hierarchy levels: Task, User Story, Epic, Initiative. I would like to display the sum of task points on the User Story line…
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Max Formula - related question
Hi I have a table for our Product Development Items. In it I track 3 levels of items: Initiative, Epic, User Story. In a separate column I assign Quarters, e.g. Q1'23, Q2'23, or H1'24 or 2025. For the Parent level I would love to be able to identify which of those is the farthest out quarter. Is this possible? Best, Sylvia…
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Can I auto-populate a value from the parent row to the children row?
Hi I am building a product planning tool. I will have Initiatives, Epics, and User Stories, each will have a identifier Initiative: e.g. I-123, Epic: e.g. E-123, User Story: e.g. US-123. I would like to create two columns, column 1: auto-populates the Initiative number to all Epics and User Stories below it column 2:…
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Multiple Sheets
Hi All, I have created multiple sheets and assigned different individuals to carry out their tasks in their own sheet. While I have set up the automation separately in the back of each sheet to move rows once certain criteria are met and move the sheet (Job) on to its next stage and next employee. I would like my original…