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Status Report based on certain conditions, i.e. dates, status etc
Hi Smartsheet community, I'm trying to come up with a status report to display information on what has been done in our projects between certain dates. I would really appreciate your expertise and help!!! For example: Project A Status Report for the period 04/Nov/19 - 17/Nov/19 What I want to show is: 1. Completed…
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Image in Dashboard
I am working on a template for my dashboard that would show an image of the project in the top right corner. Now this image will change for each project. The goals is to have some of the data for the dashboard pulled from a Metric Sheet, I have added the image to a cell there and figured I could use the Metric widget to…
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Maintaining template formatting on Dashboard
I have a dashboard I saved as a Template - when someone saves as new and uses that template as soon as they edit the widgets the formatting is lost. Is there a way to maintain the dashboard formatting creating in templates?
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Taking a dashboard "snapshot" as a pdf and attaching to a given row
While the header of my question seems confusing, hopefully an easy solution exists somewhere. I have a complex smartsheet's dashboard created which has metric widgets filled with values that update every time a new form is submitted to a sheet ("sheetX" for later reference). What I want to do is try and capture a part (or…
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Formulas In Templates Reference to another Sheet
Is there a way to save a sheet as a template that has formula references to another sheet and be able to easily change the reference when using the template? I have a summary and detail sheet that I want to create a template for future use. The summary references the detail. I'd like the Summary sheet to maintain links to…
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Connecting two Templates with formulas
I have a group of sheets that i have created templates for. I was wondering if there was anyway to have the formulas in the sheets not break when templates are created and to point at each other instead of having to be redirected every time a template is used. Ex: Sheet 1, 2, & 3 all point to each other. I have added all…
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Formula Function - SMALL for dates with duplicates (ERROR)
Hi, I'm currently using a formula to INDEX my sheet and pick up the smallest date in a column, and then display the 4 smallest (or soonest) dates in that column to pull into my dashboard. The formula is as follows: =INDEX([Project Name]:[Status], MATCH(SMALL([Next Milestone Date]:[Next Milestone Date], 2), [Next Milestone…
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Inventory
Is there a training video to show us how to do the inventory and features? We want to use this feature but I need some training.
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Creating a new project from a template and updating row information using Zapier
Good afternoon. I am currently using Zapier to automate the creation of a project sheet once an initiative gets approved on a log. The current configuration is the following: * New initiatives are captured into a sheet called "Initiatives Log" through the use of a form * Approval of the initiative is captured on a column…
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Editing Chart Widget
I am using a pre-built template dashboard and am trying to see the data that the chart widget is referencing which is displaying on the dashboard but am unable to determine what data is being used.
