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Mitigating users deleting and accidentally sorting/saving rows - will this work?
With all the discussions with multiple editors accidentally deleting rows or sorting, then saving rows so that it messes up workplans, I'm a little scared of what could happen and have already seen it on a small scale, so can't image what will happen when we onboard multiple editors and projects. With my previous MS…
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Vlookup person on other sheet, return reference if a date falls between 2 other dates - V2
Good morning, This is a follow up question on one I asked yesterday and which I closed before realizing I needed some more help: https://community.smartsheet.com/discussion/comment/289238#Comment_289238 @Bassam Khalil helped me brilliantly with the below formula but there is another variable I hadn't taken into account.…
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Client name incorrect in Contact List background and will not change
I inherited the Smartsheets/workbooks a couple of years ago, and I recently noticed (on an update workflow request I just created) that a client's name is incorrect. I can not change it. Any ideas where this name is stuck or how I correct it? When I tried to figure out why this happened, I noticed that the name appears…
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Need Formula: Per Facility per Model #, how much +/- from par level.
I need to add a column formula within the Stock Inventory Sheet, in the Qty. Above/Below Par column, that calculates per Facility per Model #, take the quantity from Order Type Stock Order Row – Facility Specific Part(s), how much above or below are we from the Par Level? So something along these lines: Per Facility, Per…
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Report that not required to manually adding up new project
Hi Team, Can someone help me how to create a report that doesn't require to manually add when we have multiple projects...Is there a way.? Regards, Tanveer
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Vlookup person on other sheet, return reference if a date falls between 2 other dates
Hi all, I need help with the following: I need to find the contract reference of a person from Sheet 1 in Sheet 2, based on the name of the person and when the mission took place. As you can see below, James had a mission on the 16th of April, so I need the contract reference that corresponds to that date, which would be…
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Using templates vs sheets in "template set"
Hi, I am creating template "sets" similar to what SmartSheet has created so that our workplan has the same related reports and dashboards for every project. Because we have a lot of users, I like the idea of having the main workplan in a template so that it cannot be overwritten. However, I noticed that in none of…
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Smartsheet dashboard view
Hi Team, Can anyone suggest me how to create this kind of view in smartsheet.
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Sales Pipeline - Period View
Hi, I have a few sheets of Sales Pipeline for each Manager. I have brought all of the estimates sales data together in a separate sheet and created a Dashboard using this. However, I would like to only see data relevant to the particular Financial Year in the dashboard. Any suggestions on how to go about this?
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Renaming sheets with different versions and impact on reports/dashboards
Hello everyone. I am still transitioning our documentation over from our previous process to SmartSheet. In our current PM processes, our project artifacts (actions, risks, etc.) are all contained within a single Excel workbook as separate sheets. This workbook gets renamed each week so that we keep track (or in case…
