Formulas

 

Discussion List

  • Monthly Capacity Formula

    I am trying to have the Helper (Time) be aligned to the Resource Name including/across the months within Est Start Date and Actual End Date. This would include any Helper (Time) value and Est Start Date and Actual End Date values aligned to any project for that Resource Name. Current state I can calculate the total Helper…

  • CountIF + Wild Card - Help Needed

    Hi all. I'm trying to count all the rows where a specific columns includes certain words. So for example, I want to count all the rows where the column includes the word "assembly." I have used the below formula and entered a test row that includes assembly in the required column. However the formula is returning 0. Can…

  • Creating Cascading Dropdown List/Linking Two Dropdown Lists Together

    I need a fast way to pair one value from a date dropdown with one value from a name dropdown to document which person was assigned to which approved date. Is there a way to create a relationship between two dropdown columns so that I can quickly pair approved dates with assigned individuals? I have a list of available…

  • Move project rows if all descendant rows are complete

    Hello! I'm fairly new to Smartsheet and I'm working to set up an automation to move project rows to an archived sheet once everything for the project is complete. I'm hoping someone can help me out with a specific formula. I have tasks and subtasks under my projects. I want to verify that all project items are complete…

  • Fun with Formulas

    Aug 5, 2:00 – 2:30 PM (EDT) Don't miss out on an interactive session dedicated to exploring Smartsheet formulas! Learn how to simplify and organize complex formulas, discover essential tips and tricks, tackle common troubleshooting issues, and exchange valuable use cases and insights with fellow community members. Bring…

  • COUNTIF(PARENT not working

    Hello, I have a column where I'm trying to create a Sheet Summary item and the AI formula I made is coming back as #UNPARSEABLE. The formula is pretty simple so I'm not what the issue is. I just need to count the number of "Active" projects using the Parent rows. The Project Status column is a drop-down field. Not sure…

  • This AI generated formula is not working

    I used the AI formula generator in smartsheets to count rows that met specific criteria and the date issued within the last year but it is not working. =COUNTIFS([Occurrence Discipline Due]:[Occurrence Discipline Due], "Communication Form", [Occurrence Discipline Issued Date]:[Occurrence Discipline Issued Date], ">=" +…

  • Returning Distinct values from Index/Collect

    Hi all — hoping for some guidance. Context: I have Segment Names where each Segment Names has several Manager Names. I want to build one sheet for each specific Segment and pull in the unique corresponding manager names. Both the Segment and Manager Names change frequently, but I am bringing them into a Source Sheet…

  • Help rolling up formula but skipping the calculation in rows without a Proof Status

    Hello! Having some trouble with a formula and not sure what I'm doing wrong or if there is any other way of going about getting the result i'm looking for. Basically, I have a sheet with 28 children rows underneath a parent row and using the Proof function and the Proof Status column I want to calculate % complete of each…

  • Index/Match across multiple source sheets

    What is the best way to index/match across multiple sheets? I have a core project tracker and then an archive and for reporting I want to pull in values from either/or. =IFERROR(INDEX({Project Tracker - Project Name}, MATCH([Project ID]@row, {Project Tracker - Row ID}, 0)),(INDEX({Archive - Project Tracker - Project Name},…