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Best Way of Being Able to Display Data Using a Current Sheet, Archive Sheet and Summary Reports
Hello, I'm assisting some colleagues with a solution that helps track music session bookings. There are a number of summary reports set up, which the metrics are then displayed on a dashboard. It's been set up for exactly a year, but they only want the current financial year's data to be displayed. They came to me asking…
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Use initials instead of username for display
It would be great to be able to replace my full user name (which is kind of long) with initials when displaying on the sheet. Using the "latest comment" column, my name takes up a a lot of screen space.
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Resource Allocation – Multiple Task owners in one Task
Hi, How can I allocate the resources in single task when I have multiple task owners or multiple Task managers? * How can i allocate the hours based on individual manager? Best Regards Saqib
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How can I sum amounts only once from duplicate texts?
I'm trying to figure out a way to sum the amount column using only distinct clients and amounts that are tied to duplicates once. for the sake of the example let's say this is my data, the actual file has thousands of rows: in this instance, I want to create a formula that will sum 200 (for FIFA) + 100 (for Mcdonald’s) +…
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Formula challenge
I want to remove the subjectivity in reporting on project domains. The aim is to use a formula to determine the 'summary rating' of a domain eg risk. This will be based on the content of the risk log (sheet). Community help is requested on the formula. The table below maps the thinking to develop the formula. I think it…
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Filter default
Is there a way to save a filter as the default. I want the same filter applied every time the sheet is opened without the need to select it.
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Is it Possible to Create a Sheet within an existing Sheet?
In Excel I can create sheets within a workbook- is this a possibility in Smartsheet where I can create a sheet within an existing sheet so I can have another Tab with Data?
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Whats wrong with this formula?
I'm using this in a metric sheet to count the term in a sheet that has multiple entries per row from a drop down list. It currently produces the error message #INVALID OPERATION. =COUNTIF({PH Roadmap Intake sheet Range 1}, CONTAINS([Primary Column]@row)) I was attempting to copy the one @Paul Newcome provided on 9/8/21 but…
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Keeping Parent with Children when Filtering
I have a sheet with a list of courses to develop each term. Each row represents a course and modality (online OR blended). In most cases, only one modality is developed for each course. In some situations, we work on both online and blender modalities at the same time. For these courses, I have a parent with some course…
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Automated Workflow - Recurring Notification based on Date Field
I have a sheet where I need to have a notification sent to a team every 6 months from an entered Start Date. On my sheet, I have the Project Name, the Project Status, and the Project Start Date. It seems in the workflow setup, the only triggers are when a row is added, changed, or when a date is reached. My instinct tells…