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I have a "Current Project Log" with 2024 accounts. How do I move to "2024 Log" & keep dashboards?
Hello, Due to the size of our log I can only keep 1 year's worth of data in a sheet. I have monthly and YTD metrics/dashboards that pull from the current sheet. I need to move 2024 into a new sheet to make room for 2025 projects, but I know doing this will cause issues with the dashboards. Is there a way I can do this…
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How do you see which reports are connected to a sheet?
Hey everyone! I am trying to track down all of the reports that are connected to a sheet. I am planning on rebuilding the sheet but know that it is connected to a lot of reports that other people in my company use so I don't want to miss anything. Is there a way to pull a list of all reports that have this sheet as a…
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More Sort Levels
Please add the ability to use more sort levels when sorting sheets and reports. It's pretty easy to run up against the limit of only being able to sort by 3 columns. In my personal experience there are cases I've hit where we would need to use 5 columns to have a sheet or report sorted in the most logical order. I'm sure…
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Converting Cell Text to Hyperlink
Hi. I have a formula in a cell that generates the name of a course using text from other cells (e.g., BUS-430-BL-6W-1D-Master). FORMULA: =LEFT([Subject + Course]2, FIND(" ", [Subject + Course]2) - 1) + "-" + RIGHT([Subject + Course]2, LEN([Subject + Course]2) - FIND(" ", [Subject + Course]2)) + "-" +…
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Mapping Data Mesh Sums from a Report to a Sheet
Hello, I've done a bit of preliminary research but haven't seen a similar issue discussed. While I know Data Mesh can bring data from a report to a sheet, is it possible to use it to bring over sums from a report into a sheet? I have a report which includes line-level financial data and have grouped that data by cost…
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Employee Objective and Performance Reviews
I am looking for a real-world example of someone using the employee Objective and Performance Review Template for an IT manager? Do you find it useful and easy to use for managing your managers? Anything you can share would be greatly appreciated.
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Merged: Find and Replace Function in Formulas
This discussion has been merged.
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Merged: Customizable Sheet View(s): save specific hierarchy layout
This discussion has been merged.
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Expand All/Collapse All Default View Setting
Would like to have the option to set the default view for a sheet with many parent/children rows, so that each time the sheet opened that default view would be shown. In other words, I'd love to have the default view at each opening of the sheet to show only the parent rows without having to choose collapse each time.