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HOW TO: Duplicate / Copy a Group
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…
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),…
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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Recent Discussions

How to setup auto rollup subtask ?
I have created a new column with % and number. It not rollup calculation.. How can I configured it? Please advise
Tracking Which Reviewers Have Not Submitted Forms Across Multiple Sheets
Hi Smartsheet Community, I’m looking for some help setting up a way to track reviewer submissions across three different sheets. Here’s the setup: We have three sheets (one for faculty, one for students, and one for scholarships). Each sheet lists applicants, and in each row we assign three Selection Committee (SC) members…
Troubleshooting Sheet Summary "INVALID DATA TYPE"
Hoping that the community can explain this issue I cannot solve (nor can AI). Today we added a Y2026 Savings column to our sheet. Column formulas were all updated as well to look for values with "effective dates" in their corresponding years. Sheet Summary (for Dashboard) formulas broke returning "INVALID DATA TYPE". Tried…
Error when Referencing another sheet
I have created a summary sheet that uses a formula to build out, and I am having an error when trying to reference another sheet. I have done this in the past, and it has worked. It seems to be a bug, but I wanted to confirm.
Writing Formula for Sheet Summary Field
Based on the screenshot below, I am trying to write a formula that will pull in the reason for change on the row where " most recent change" is checked. Thoughts on the best formula? I've tried: =IF([Most Recent Change]:[Most Recent Change] = 1, [Reason for Change]:[Reason for Change] , "") Is there something I can do with…
Unparsable formula; Sheet summary SUMIF formula
Can anyone help why this formula is coming up as unparseable? I'm creating a sheet summary, where it totals the Estimated GP (Est. GP) column if the Status column has the "Quoted" drop-down option is selected. Formula i've used: =SUMIF(Status:Status,"Quoted",Est. GP:Est. GP) Thanks a lot!
SUMIFS with wildcard (*)
Hello, I am trying to use the sumifs formula for summing values in one column based on the first two letters in another column. This formula is not working =SUMIFS([Total Invoiced]:[Total Invoiced], [Google Location ID]:[Google Location ID], "CA*") I have tried exchanging the criteria column at the beginning as well, and…
Sheet Summary Formula capturing dates before current expiry date column
Hi all, I thought I had this one down but I keep getting an error message. This is a sheet summary formula. Any ideas what I am doing wrong? =COUNTIF([CURRENT EXPIRY]:[CURRENT EXPIRY], >TODAY) Thank you!
Metrics Pulling Help
Hi there! I have a submission sheet and a metrics sheet. I am attempting to create a formula on the metrics sheet pulling from the submission sheet. I have no trouble pulling counts, but averages are giving me some trouble.. I am able to pull the average based on 1 criteria, but no more than that. I am looking to average…
Row-wise Reports of Sheet Summary data
Hi It would look much more elegant if the sheet summary cells in Smartsheet reports could be displayed in a row-by-row format, rather than just the current column-only layout. I feel this vertical arrangement, as shown in the attached sample image, would create a cleaner and more appealing presentation.
Formula in Sheet Summary returns different count result than filter
I am trying to count new entries in a list added during the previous week. If I filter data on "Create Date" between the dates for Sun-Sat last week (eg 8/3/2025 and 8/9/2025) I get result A (65). In my sheet summary I used this formula: =COUNTIF([Create Date]:[Create Date], IFERROR(WEEKNUMBER(@cell ), 0) =…
Can a form be combined with a sheet summary report?
I need to combine a sheet summary report of existing data with a form that can capture and record new, incoming data. I've done both separately, but need to know if this is possible in one sheet.
Countifs between 2 dates with status
Within Sheet Summary I can't get this formula to work, it keeps saying invalid value. Any help would be greatly appreciated. I am attempting to create a dashboard for items I have being completed on time or not using "0" or "1" through other formulas within the sheet. For example, looking for the number of CPAs completed…
Countifs for cells containing a letter
Hello, I have a formula to count how many hours of work I have assigned to me in a given week. It has the following inputs: "Owner" and "1st day of week" and it looks in a different sheet for all rows that meet that criteria and returns the estimated hours for the tasks. My formula is below and I want a solution for the…
Summary Sheet & Filter based on Form Responses with Multi-Select Dropdown
Hi all! Hoping for some assistance with a summary formula pulling in criteria from a multi-select dropdown response form... I have a dashboard that has a form embedded in it to allow the user to enter their desired criteria (see below screenshot) and then the bottom of the dashboard pulls in the metrics using the form…
Date format changing
I have several Project Status Sheets linking to an overall programme Dashboard. Although each Project Status sheet has the correct UK date format, when feeding through to the programme status sheet and the dashboard, it converts the date format to non UK. This causes issues when looking at the status sheet in Calendar…
Summary Sheet Formula - conditions
Hi Wizards, I use a lot of formula including summary sheet formula for use in dashboards. SUMIF and CountIF are great but here is my problem (bear with the long explanation) 3 departments fill in a daily form and select Area (Stoke, CC or Transport) and then provide 4 or 5 pieces of information all through a form. This…
Why does the Sheet Summary SUMIFs formula show a different result than my report?
I am using this formula to report the total $ amount of past due projects, which rolls up to a dashboard for our team. =SUMIFS(Fee:Fee, [Key Deadline]:[Key Deadline], <=TODAY(), Status:Status, "1-Pre FMV Info Request") + COUNTIFS([Key Deadline]:[Key Deadline], <=TODAY(), Status:Status, "2-FMV In Process") + COUNTIFS([Key…
How do I get my datasheet to show the months requests were opened and closed
when my request tracker sheet's input is in calendar format? Current set up is as below, and I'd only like to use data from column A & B to ensure better accuracy in the data sheet:
Calcs for a multiple conditions
Hi, I want to use this formula: =COUNTIFS({1. Main Tracker Range 1}, "Pending", {1. Main Tracker Range 3}, TODAY(-1)) + COUNTIFS({1. Main Tracker Range 1}, "Confirmed", {1. Main Tracker Range 3}, TODAY(-1)) Which has two different conditions, this worked in the Summary tab. When I am referencing it is not coming out. In…

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