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Generate formulas using AI in table view
October, 07, 2025 Table view now supports generating formulas using AI, previously only available in grid view. With this feature, you can quickly create working formulas in the formula panel without needing to master complex functions or syntax. Simply describe what you want the formula to do in plain language, and AI…
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Help with Sheet Summary formula
Hi there - I'm wondering if it is possible to join text via a formula in the sheet summary panel if certain criteria are met. For example, if the year is 2025 and the End Date is in the future, and Parent = "Real Estate Budget Items", I'd like to list both the Budget amount ant the End Date separated by a comma. In this…
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Count of Distinct Users in a Date Range
I am working on a metrics formula. It worked when I wrote it, I was using the data in a graph, which worked, I changed the graph type, and suddenly the data went to zero. Now, all o my formulas set up like this are all returning a value of 0. Trying to determine what went wrong. I am attempting to count the number of…
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Finding Next Closest Date of Children
Ok hive mind - I haven't been able to talk this formula out with someone yet, so I am looking for a little help. I have the formula that will fill out the children of my FINAL DATE column, but to fill out the parent row, I want my formula to look at the children of the NON REFUNDABLE DEPOSIT column, and tell me what is the…
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IF AND OR not working properly, last IF not triggering anything
Please help me figure out why this is not working: =IF([% Complete]@row = 1, "Completed", IF(AND([Start Date]@row <= TODAY(60), [% Complete]@row = 0), "Not Started", IF(AND(NOT(ISBLANK([Start Date]@row )), NOT(ISBLANK([% Complete]@row ))), "In Progress", IF(AND([Start Date]@row >= TODAY(61), [% Complete]@row = 0),…
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Sending an alert if any one of multiple columns changes after a deadline date
It doesn't appear that Smartsheet has an ISCHANGED function so I am struggling with an alert request. The request is for an alert if any one of 18 different columns has a value change after a deadline date. I guess I could create 18 Record Date automations on 7 different sheets to accomplish this, but that seems like a…
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In Smartsheet, how do I lookup and return different values from sheet 1 to Sheet 2 in one cell?
Hello, In Smartsheet, if I want lookup and return different values from sheet 1 (Test-IMS) to Sheet 2 (Test 2-SOS) in one cell, what should I use? Note: The two values from Sheet 1 will be different. Let me know if you have questions or I need to clarify more. Thanks,
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Return a value when one date is less than another
I'm trying to project the amount of non-bill hours we plan to spend on a project between the non-bill approval date and the contract end date. I'm getting an invalid operation error when using this formula: =IF([Column2]1 <= [Contract End Date]@row , [Approved Hours per week]@row , "") Here's my column setup: I've…
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SUMIFS Formula, Criterion change based on row
I am working on an attendance tracker that counts the points "Occurrence" someone "Employee Name" gets for missing work in a rolling 12 month span "Rolling 12 Months?". I am attempting to use a SUMIFS formula to create a running total "YTD" of the points someone has accumilated, using the criteria of their name, in the…
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Conditional Formatting
Hi all, and thanks in advance. I was trying to do a Conditional Format on this. I know how to do it in Excel, as I would use a formula, but I am having trouble with only the dropdown choices available. Okay, I want my CF to check if the 2 circled columns are the same. This instance does not show, however basically I am…
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How to pull one column of data from one sheet to another and be placed in the corresponding box?
Hello, I have one sheet where information is collected for candidates we are looking to hire, and I need a specific column from another sheet of information to feed over to the candidate sheet in the column. The results that are fed over, must align with the correct candidate. Pictures below for reference. I tried…
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OTIF
I am trying to calculate OTIF per month. I just added a Helper Column to identify Ontime and Late items. For example, would like to know Aug. 2025 On Time vs Sept. 2025 On Time. How can I achieve this?
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Pre-Filled Forms Using URL Queries: Tips and Tricks
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…
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Sumifs formula shows wrong value
Hi., I have two sheets: one is the Master Sheet, where multiple people enter and update their status, and the other is a Report Sheet, which summarizes the data using a SUMIFS formula. I’ve been using this setup and formula for about two years without any issues. However, for the past two days, the summary sheet has been…
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Calculate number of days between two dates in the same column on the same sheet
Hello, Can a combination of the INDEX(COLLECT and NETDAYS Formula be used to get the number of days between two dates in the same column? I want to get the number of days between two dates on the same sheet, in the same column, that have matching names and different project types. For Example: Studio Name is equal to…
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Sheet Summary Formula Help
Hello, I am trying to get this formula to work but am not having any luck. When I remove the last @cell….text below the formula works great. When I add it in I get an error. Any ideas? =COUNTIFS([ACCT READINESS STATUS PLV]:[ACCT READINESS STATUS PLV], OR(@cell = "PENDING LOCAL CAH", @cell = "ADDITIONAL REVIEW NEEDED LOCAL…
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Requirement Document and Auto-numbering
Hi all, I'm trying to solve for a few things with a Business Requirements sheet. Auto-numbering of High Level and Detailed Requirements Association of High Level Requirements to Detailed Requirements Adds, Deletes, Changes. Example - A Detailed Requirement could be moved from one High Level Requirement to another. Example:…
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How to use previous cell value (from cell history) in a formula?
I have seen this question asked multiple times in the forum, but I couldn't find any clear answer provided in the answers. Please excuse me if a solution already exists, but if not, will someone please let me know if it is possible to use a previous cell value (from cell history) in a formula? I am specifically trying to…
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Formula to add Months to Date
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),…
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Project Cutover Planning
I have been working to transition my Excel based cutover plan to Smartsheet. I have read the posts about the challenges with Date and Time and having the ability to calculate duration with these challenges. Has anyone identified a truly viable option to track tasks at the minute, hour and day level for both child and…
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Referencing a predecessor row
It would be great to reference another row dynamically by using the value in another column. For example, I would love to be able to reference the values of a column in a predecessor row using the predecessor column value. I would love to be able to use a formula like: =[Actual Finish Date]@row - [Actual Finish…