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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…
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"Helpful" Popups
There should be a way to hide tips and tricks from Smartsheet. If you have been working with formulas for years, you should be able to type in a formula without a pop up that blocks the other cells telling you how to use the =SUM() for example. It is always in the way of the cells I need to select. Should automatically…
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Allow for Smartsheet to pull and return column names into a formula
Unlike some other spreadsheet programs, Smartsheet formulas cannot reference the actual header row (row 0) as data. I have a sheet which tracks many dates pertaining to our projects. Each column is named for the relevant milestone. I built a column formula that can iterate over those columns and pull the most recent date…
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IF Formula working on some and not on other items in column
Hi All, I have a formula running in a column to validate an action based on whether it was done prior to 01/01/2011 or not. =IF([Install Date]@row >= 1 / 1 / 11, "Yes", "No") The formula works as required on rows where there is a year only, but throws #INVALID OPERATION where a date has been entered through smartsheets…
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"WBS Helper Columns->" column
Does anybody know what the "WBS Helper Columns->" column does in the Project with Work Breakdown Schedule (WBS) template? Is it just a helper column where a function could reside, or does it have an "Off the Shelf" purpose?
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Parent/child rows in a report even if not assigned to parent row
I need to build out a report that pulls the below information: Report needs to show the parent and child rows -Parent is not assigned but child is assigned -Parent is assigned and child is assigned I am open to helper columns but everything I have tired is not working. Formulas: -Parent Helper: =COUNT(ANCESTORS())…
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Construction Phase Count Formula
I'm trying to count how many projects are in the construction phase each month using this formula: =COUNTIFS({Master Project List Range 1}, "2 - Construction", {Master Project List Range 2}, <=Month@row, {Master Project List Range 3}, >=Month@row) It works, but I want to make sure it's also counting projects that are…
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Calculating SUMs based on Criteria 1 and 2
I am trying to calculate the total cost if Agency = X and if Status = Converted, take Total Spend - i've tried it a few ways but its just returning errors Here's my most recent one: =IF([Total Cost for Converted]@row <> "", [Total Cost Overall]@row + IF(CONTAINS("Converted", {Status Range}), {Estimated Travel Spend}, 0),…
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Reporting by month
Hello! I'm creating a reporting dashboard from a Smartsheet that tracks all incoming project types and I'm hoping to report a breakdown of the number of projects that are due each month. Is this possible with a particular formula? I'm coming up with a lot of errors. Thank you!
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Formula shows UNPARSABLE
I am trying to create a formula, and I keep ending up with unparsable. The name of the field I am accessing is called "Deliverable Number". Now For example, this field contains 2 characters I want to REMOVE Original: DEL #10 - TO Portal Strategy/Solution Desired: DEL 10 TO Portal Strategy/Solution As you can see the "#"…
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Add Centralized Date/Time or Changeable time zone on System generated columns
Please use UTC or a changeable time zone for columns which are system-generated. I have a sheet where I transform the "Created" column which is in UTC to a date in EST for readability. The discussion user however is in PST. That changes the "Created" column which in turn changes the transformed column. Normally, this would…
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Using SumIfs with a date qualification
Hi Everyone. I would appreciate any feedback on what I'm doing wrong. In the formula below, when I hardcode my dates below, I get the correct answer back. =SUMIFS({Tech Enablement-NCAL - Allocation}, {Tech Enablement-NCAL - Timeline Range 1}, HAS(@cell, $Resource@row), {Tech Enablement-NCAL - StartDate}, <=DATE(2026, 4,…
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Same Formula (=WEEKNUMBER(Date@row)) Different Result
Hello, Smartsheet Gurus! I am stumped. I am using the same =WEEKNUMBER(Date@row) formula in two different sheets. One sheet is pulling information from the other using the project number, employee name, and week number. I could not figure out why the data is wasn't pulling over because I used the same setup over and over…
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Subtracting Months from a date, Error #Invalid Value
I have three columns. One with a date 7/1/2027 in date format. One with a number representing the number of months I wish to subtract from the date column. Third column is a date column with the following equation: =DATE(YEAR([Column4]@row) - INT((MONTH([Column4]@row) - VALUE(Factor1)) / 12), MOD(MONTH([Column4]@row) -…
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Index, Match formula returning some, not all values
Formula was flowing correctly, but some change seems to have partially broken the pull but I can't figure out what/how. "Project" column dropdown is linked to a Master sheet. Budget Owner column contains the below formula which should look for the cell value in the Project/Cost Center/IO column within the P+CC+IO column of…
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Google Map + Longitude & Latitude
I have a column in which I am trying to join a URL and two columns, one for Long, one for Lat. My goal is to write a formula to join them (i've tried, join, i've tried +)…. so that I can click on the link and be taking to the google map for the site. The issue is, the first coordinate is followed by a comma and the second…
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Need to update a formula to match items from multiple columns
I have a project currently piloting to update census numbers in animal cages. The formula I have pulls from another sheet and populates the data into the rooms of the same name. The problem I have discovered is there are some spaces that have two cage types we track, but my formula does not account for this. This is what…
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Duration based on time - formula question
I was able to create a Smartsheet column with time included with the date (Thank you @Paul Newcome & @Akblevins ). I want to add another column that just shows the time - I used the AI Smartsheet feature to create a formula but receive an error message. Any ideas on how to correct? TIA!
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Having trouble creating a multiplication formula
I used the AI chat to help create a formula to multiply PPU by STOCK and apply the sum to the entire INVENTORY VALUE $ column. =[PPU] * [STOCK] Why is the sum not populating in the "INVENTORY VALUE $" column? I have the properties set to American $… I think. The AI chat said there may be an issue with the sheet set up This…
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Counting parent 'in progress' rows
Hi, I'm trying to write a formula to count the number of tasks In progress, where the row level is"0" or "0+" (which are parent rows). Here is my formula: =COUNTIFS({Level}, OR(@cell = "0", @cell ="0+"), {Status}, "In progress") Here's my sheet: I should be getting a total count of 5, but the formula is returning a count…