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Tip / Tricks - Simplify Date Management w "Days from Today" calculation.
Looking at long column of dates is cognitively challenging, but everyone understands a range of numbers, negative to zero and then positive. I originally used this scheme to simplify my conditional formatting setup but found that users really liked it so now I keep it visible. It also makes reports much easier to…
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Index Rows - Idiot Proof Your Sheets!
What to do when some fool decides to <sort> a sheet just to see what happens? When creating a master sheet, inset a hidden column "Z_Row_Index. Enter "1" in the first cell and then "2" in the cell below. Highlight those two cells and drag the little widget at the bottom right of the lower cell. This will drag-fill the line…
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Drop down selection box legend
It would be really nice if when you set up a multiple choice slection box and you are using acronyms, that you could put a short description by each. I'm always trying to make columns narrower to allow more columns on the screen without having to use a slide bar to see more. I set up one column that indicates which…
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Parent Relation on Progress %
Hi, i am trying to figure out how to create a parent relationship using the progress bar (0%, 25%, 50%, etc...) without having to enter 2 dates. I have a parent with 6 children rows under it. If i choose the progress bar as a colum property from symbols and select progree in the 6 children, I want the average to be…
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More column types?
Any chance we will see additional column formatting to include things like Currency and Phone number formatting?
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Feature Request: Reminders with a custom days before/after or more day options
I am interested in setting up a reminder for rows where the 'Target Date' column is 30 days away. I'm only able to set reminders 14 days before a date, but it would be really helpful to send reminders at least a month out for more long-term projects.
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Linking sheets using filters
HI, Newbie here, so forgive my mistakes. I have 2 teams with their own smartsheets in their own workspaces. We are trying to cross link the data. 1 team has its data in the format of each specific product has its own sheet and part of that sheet is a reference to which partners are involved with that product. The partner…
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Revision to change tracking
I changed a column to "Locked" this morning and now all of that data shows up highlighted in the track changes view. I wouldn't consider this a change worthy of highlighting in everybody's reports. Can you please remove this type of change from the highlighting filter? The same goes for changing a column format - I changed…
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Creating a report from a dropdown list value
I am trying to create a report that will pull in all rows that are under a certain value in a dropdown list. However, when going through the report builder, the dropdown list is blank (picture 1) although my actual dropdown list is populated (picture 2). Is this a known issue or am I doing something wrong? Thank you
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Column Names - Tips and Tricks
1. Naming Columns: Changing a column name post-facto breaks reports and other stuff creating a lot of useless donkey work. Naming columns correctly at the get go is uber-important- think about it before comitting. 2. Make your formulas easier to read: Name columns with underscores between words, i.e "Due_Date" instead of…