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Drop down on dashboard pull all matching rows
I am trying to build a dashboard that will allow someone to enter a Asset# and it will pull all rows from a sheet that match that Asset#. The Primary Column is a Inspection number that contains the asset# and date. There is a separate column that is the Asset#. It would be even better if it would show it from youngest to…
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Link to Dashboard on Sheets
Hello! I'm trying to figure out if there is a way to have a column on a sheet populate a link to a dashboard if the primary column is not blank. I know how to insert a hyperlink to the Smartsheet Dashboard, but it appears that cannot be converted to a column formula. I've tried creating the link as a Summary Field or on a…
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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Need help with a formula that will pull info from 2 sheets.
Hi, I have my comprehensive sheet. Its currently pulling status info from a photography sheet. When photography is done with a project (each project has its own row), the project(row) gets archived to another sheet. When achieve, the current status of the project is no longer on the comprehensive sheet. So currently I can…
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What formula could I use to nest automatically based on primary column?
Hello, Trying to make it so that information in columns b-f automatically nest under the names in column a instead of doing it manually as I have a large amount of data. For example, John Doe has a badge with two different types of access. I need those to nest under them while John Smith's access information nests under…
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Pull latest date of a task from a Task Sheet to a Latest Contacted Sheet
Hi community! I'm trying to find a way to have two sheets linked together. 1st Sheet: "Task Dump" where I can input the day-to-day tasks & notes after chatting with customers. Columns: Customer Name | Date | Type of Task | Action Items | Addtl. Notes 2nd Sheet: Pulls in the latest contacted date, type of task, action…
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How to set as a default in Contact column the person that added a new row?
Hello, In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet. I would like to automatically set the value of the Requester to the person who added the new row. There is the action "Assign people" in workflow, but I…
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Importing Excel Sheet to Update Existing Smartsheet
Hello, I am trying to be able to create an Excel spreadsheet with corresponding header fields. For example, headers in Excel would be "Order #" and in Smartsheet it would also be "Order #" so that whatever is under those header fields would auto-populate into Smartsheet. Whenever I try to import an Excel sheet it creates a…
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Array and Index Training Records to pull who needs to complete something within a date range
I manage training records and am creating a dashboard to manage who needs to complete a training. I have a master sheet with the employee name, and a reference column to them completing the training and when it is due I then have a calculation sheet to count how many people fall within that date range =COUNTIFS({HiPot…
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How to get JOIN working when referencing another sheet?
I'm using the JOIN formula, if I put the formula on the same sheet as my column references, it works just fine, however when I move this to a separate sheet and update the column references to the other sheet I get the error #UNPARSEABLE. I haven't removed any of the formula delimiters only which sheet I'm referencing. Any…
