Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
When building a chart widget from a Report, Smartsheet currently only supports a basic bar chart. If I try to create a stacked bar chart from a Report (to split the bar by a second field like Status, CoC, Portfolio, etc.), it does not work as expected. This limits dashboard reporting because Reports are the cleanest way to…
I have a dashboard where I have setup a chart using the AI assist to capture the leaderboard for a scavenger hunt. The chart widget shows up fine in the desktop smartsheet app and browser. But in the mobile app the chart widget shows as "Content Unavailable". In doing some basic troubleshooting I made sure all users are…
I've done this a million times - create a report, separated by campus with a total $$. Then add it to a dashboard and make a graph. NOTHING is working right now when I try to do this. I get an error that the data cannot be charted. What the what? Help anyone? Is this a issue since they apparently changed something in the…
I am tracking orders in 3 statuses (Expected —aka my grand total; Rcvd; and Completed). I have a stacked bar showing the count of each, and this is the ideal visual i'd like, but i was hoping to also reflect the % of completed against Rcvd and Expected, and the % of Rcvd against expected. Is this possible?
I have a tracker that automatically checks a box if something has to be paid in a certain month (based on a separate date column). I'd like to create a bar chart on the dashboard to summarize the money due each month, but it won't allow me to select the checkboxes as a source on the bar chart. My workaround was to create…
It looks like you're new here. Sign in to post and engage.