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Cannot create new Chart from a report
I can create a Chart in Dashboard from sheet well but from Report is not working now. I just try with simple Report (just contain 2 column Primary and Number) but cannot make the chart. Is there any changes recently right, because I haven't worked with Smartsheet dashboard for a long time and I remembered that I could do…
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The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
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Use Sheet Summary as cell reference for a different sheet
I'm using salesforce connector to pull my team's hours information in real-time. The Salesforce connector sheet contains sheet summaries that I'd like to use a cell reference for a different sheet. I can't seem to find the best way or formula to do this. I don't want to use a dashboard with report widgets because I prefer…
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Help with a function to collect data from 2 different sheets based on year date
I need to extract information from 2 different sheets based on the name of the member organisation and the join year (i.e. DD/MM/YYYY). The 2 sheets have the same column titles, but one is for 2024 and another one for 2025. Where organisation joined earlier than 2025, then it needs to fetch the data from the 2024 sheet,…
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Outlook Email to create new Rows in a Smartsheet
Company uses Bluebeam Revu software to create drafting check sessions (adding notes to PDF's). These session come from the same email address every time and can be automated to be sent to an email. I want to try and get these emails to go to a smartsheet row. what would be the best way to achieve this? My company uses…
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Revise Filter in Dashboard
I need to revise/expand a filter - the list of items in the filter NOT the filter name - in a dashboard I created. Is this done through the dashboard or through the main data sheet?
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How can I hard code a cell based on a trigger?
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
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Automation to add links in a column in origin sheet from destination sheet.
Hi, I set up an automation to copy a row from someone's intake sheet when they assigned it to my team into my intake sheet. We did this so we didn't miss any of the metadata they are capturing. Can I set up an automation that copies a column that has "DAM Link(s)" from my intake sheet back into the original intake sheet…
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Can't Find Option to Reference Another Sheet with new AI-enabled design
I was a away from Smartsheets for a few weeks while switching jobs and I can't find some stuff now. A month ago, when doing formulas that had the capability for a cross-sheet reference, Smartsheet would offer you a link to "Reference Another Sheet". Smartsheets a month ago: Now, when I try to use a formula, a pane on the…
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Child row and Multi- contact cell selections
I am currently developing a portfolio management system in Smartsheet to centralize our work. To accommodate multiple project owners, we are utilizing a multi-select contact cell. When a user is assigned as an "owner," the initiative appears on their individual summary sheet. However, we have encountered a challenge: in…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Smart Sheet & Resource Management - Functionality
I'm wondering if a) Smartsheet is working on the issue and b) if anyone has a workaround. I'd like to see the status of a task, as it's marked is RM connected to a column in Smart Sheet
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INDEX, MATCH formula referencing other sheet works incorrectly when matching formula column
Formula that I am using is the following: INDEX({Range 1}), MATCH({Search value}, {Range 2}, 0)). In this formula Range 1 and Range 2 referencing another sheet and Search value referencing the value in the current sheet. The value in the current sheet is also based on formula and when using INDEX, MATCH with search value…
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Combining SUMIF( and AND( Formulas
I am attempting to sum a large amount of data into totals based on unit, month, general ledger title, so for example: get a total $ amount for Misc Income in the month of July for X Unit. I'm getting an #UNPARSEABLE error. Are there any clear errors here? I cannot figure it out. =SUMIF({CEAS Budget v Actuals Testing Range…
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Linking dropdown options to member lists
I'm checking out the new Linked Columns feature in Table View and loving the idea of it, and that has me wondering if there's currently a way to link the options in a dropdown to the current list of all people in a Group within our smartsheet team. Example: I have a group that contains all users who are on our inspection…
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Linked Dropdowns in Multiple Columns
I am really enjoying linked dropdowns in Table View (not as in love with Table View overall yet). I have a question that isn't covered in the information: Is it possible to reference the same list twice in the same sheet? I have a pass down log that only supervisors can create. There is a dropdown list for the creator to…
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Copying row from one sheet to another
Hello, I am trying to copy a row from someone else's intake sheet into one of my intake sheet using a templated automation. However, when I try to add the automation to the other user's sheet I can't find my sheet. Do both Intake sheets need to be in the same workspace for this type of automation to work?
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NEW PM Porfolio Template questions
In the Project List, I would like to link a project update cell located in each Project Plan to a cell in the Project List. The project list only gives me the option to link a column. How can i link data to come into the Project List? I can link data out.. When I attempt to link by column, the target column in the project…
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Training Registration and Training Tracking
Think of this a little bit like a registrar. We, at New Mexico State University, conduct a year long paraprofessional certification program. *Participants register for the program. *Training consists of a one week introductory, in person, course, followed by six, live zoom training sessions, spread over a year. *The…
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Flagging rows based on number of occurrences within a range of another date
I have a sheet where I want to count the number of occurrences of the same [PI Name] within a 30-day period [Sx Date]. I only want to count each PI once on any given date. I've given an example below to show how I want the counting done, but the solution can look different from this. Whatever solution I use will have to be…