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Creating a Master Project List and Dashboard
Hello, I would like some help in designing a Master Project List, and a Master Project Executive Summary Dashboard. We have a Roadmap that contains each functional area's main projects/initiatives. Is there a way I can build a formula to have all the information from each road map combined into one Master Roadmap... Which…
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Help using a multiple cell criteria from a source sheet to auto populate a formula sheet
I'm stuck. Really stuck. I've attempted more than 30 formulas. I hope someone can help me. I am using a master HR data file with 1500+ rows (reference/source sheet) to auto-populate a training enrollment roster (formula sheet), only I don't want every person listed on the source sheet added to my formula sheet. I need a…
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Cell Linking from a Form
Hello I am trying to do cell linking from when the information is entered in from a form rather than directly onto the sheet itself. When I do this it adds the information onto the sheet however it moves the cells I am trying to link down to the next row and will not transfer over the information. Is there a way I can do…
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Report not updating after source sheet is edited and saved
Hi, I am trying to update a report but whenever the source sheet is updated and saved, those updates do not filter into the report. I have tried waiting to see if it just takes some time to update, refreshing both sheet and report, closing out of and reopening both sheet and report, but nothing seems to work. Additionally,…
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Default view when a user opens a sheet
Hello! What is the default view for a unlicensed user when they open a sheet? (In regards to collapsed and expanded rows) Is it the same as the last way they viewed it, or how the last user had viewed it? Here is the specific question from my colleague: "Usually when I'm done with a set of tasks I like to collapse them…
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Status Circle Automation
Hi, I am using status circles for a high level status report. Is it possible to automate the 'Overall' Status Circle based on the colors in the other measures (budget, timeline, scope, KPIs, value). For example, if 4-5 of the metrics are green, Overall is green. If 3/5 are green, Overall is Yellow. If 1-2 are green,…
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Smartsheet forms multiple entries for specific columns
Is there a way to be able to insert multiple lines through Form? For example If I have a field Car on the form, and I want to submit multiple cars at once on the same form, for the same row ID. If there would be + button beside Car field, and you would just add more fields of Car.
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Using a profile matrix to drive automation on specific dates
I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual…
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Published sheet not showing filters when embedded in a website using iFrame
I have a sheet that I have filters set up to display various tasks in the Cardview. When I publish the sheet and use the Embed Code, everything works as expected with the exception of the Filters. The filter button shows but none of the saved filters are available. If I try and create a filter while editing on the website…
