Sheet Summary — Smartsheet Community

COUNTIFS in Sheet Summary utilizing a Contact Card column

Tim Effrig — Tue, 07 Jul 2026 15:49:41 +0000

I am trying to create a sheet summary, where the field is a formula that relies on a contact card within a column. However, it keeps returning a result of "#NO MATCH". The columns involved are, 1:) Priority (symbol column) for Up, Unchanged, and Down, and 2:) Contact Card column. I am trying to get a sheet summary formula in a field that shows "if the Priority is "Up", and the "Senior RVP" column is a contact card (NAME), provide a count of Priority "Up" for that contact card (NAME)

It should be known that the "Senior RVP" contact card is doing a vlookup off a seperate reference sheet, so the "Senior RVP" column is a return vlookup result.

The formula I am using in the Sheet Summary field is:

=COUNTIFS(Priority:Priority,"Up", [Senior RVP]:[Senior RVP], "NAME")

Result = #NO MATCH

Timeline & Portfolio Visibility for Multi-Project Reporting

naguirre1224 — Fri, 12 Jun 2026 14:11:33 +0000

Hi Everyone,

I’m exploring whether Smartsheet can support a portfolio-level timeline view for our leadership team. I’m aware of the Timeline feature, but I’m looking for something more flexible and consolidated.

Ideally, project managers would be able to select specific milestones or key tasks to surface on a shared timeline. A key requirement is that these milestones/tasks appear within the same timeline bar as the project itself—not as separate rows above or below—so the view remains compact and easy to scan across 50+ projects.

We’re aiming for a printable view that shows projects grouped by business unit, team, and project, with a rolling 90-day window.

The goal is to help leadership quickly identify:

Potential conflicts (e.g., overlapping deployments or major events)
Opportunities to adjust schedules

It would also be helpful to include:

A clear, at-a-glance visual project health indicator (e.g., green check, yellow warning, red x issue, blue ice for on hold)
A visual % complete indicator (such as a Harvey ball)

Has anyone implemented something similar, or found an effective workaround? I’d especially appreciate guidance on keeping key milestones embedded within the same timeline bar rather than expanding the view with additional rows.

Thanks in advance!

Sheet Filters > Feed Sheet Summary Fields

MiaEg — Wed, 01 Jul 2026 23:59:57 +0000

Saved filters to give the option to feed into sheet summary fields (and option to choose which ones go into the summary field along with their titles). Ideally I would like it to be dynamic. So if you change the filter name or parameters in the sheet, the summary fiels also changes

Emailing Summary Reports With Summary Details

jzumwalt44 — Wed, 07 Feb 2024 21:11:24 +0000

Currently when an automated email is setup for a report, the attachment in the email will not include any summary data you have setup in the report. It would be fantastic to be able to have that included.

Sheet Summary in Table View

CHarper1331 — Fri, 15 May 2026 16:50:52 +0000

We love the dynamic drop downs in table view, however we can not roll it out across our sheets due to existing sheets still having summary fields that are referenced. Is there a way to just have the summary fields visible on the table view?

AVERAGEIFS or AVERAGE(COLLECT()) Help

megan_do — Fri, 29 May 2026 16:44:23 +0000

Hi! I am struggling to get this formula to work correctly. The Smartsheet-AI generated formula is returning #UNPARSABLE and I am not too familiar with Average Collect.

The goal: Average the column "Total Days Open" if the following criteria are met: column "Business Type" is NOT "retail" and column "Division" is "Northern"

The AI-generated formula is

=AVERAGEIF([TOTAL DAYS OPEN]:[TOTAL DAYS OPEN], AND([Division]@row = "northern", [Business Type]@row <> "retail"))

I also tried:

=AVERAGE(COLLECT([TOTAL DAYS OPEN]:[TOTAL DAYS OPEN], [Division]:[Division], "northern", [Business Type]:[Business Type],<>"retail"))

Both are returning as Unparsable. Any help is appreciated!! Thanks!

Countif for Days Elapsed between two dates

karizimmeran — Tue, 26 May 2026 20:43:53 +0000

Hi - I have a tracking sheet - it logs date when we receive a request and then a date when the request is fulfilled. I need to calculate how many rows in my sheet where the date rec'd to date of completion is 5 days or less - I'm doing this in a Sheet Summary field.

I asked the AI for a formula and it gave me this:

=COUNTIFS([Date Received]:[Date Received], ISDATE(@cell ), [Date Completed]:[Date Completed], ISDATE(@cell ), ([Date Completed]:[Date Completed] - [Date Received]:[Date Received]) <= 5)

However, when I plug it in, I get the message "INCORRECT ARGUMENT SET." Can you tell me what I am doing wrong? It's too tricky for me to try to figure out myself. :)

Thanks!

Sheet Summary: allow multiple select dropdown

LHosannah — Tue, 26 May 2026 07:34:40 +0000

Current behaviour: Sheet summary dropdown only allows for single select

Requested feature: Sheet summary dropdown allowing for multiple select

Case: We currently use the sheet summary side panel to put all general project information. For many different fields, such as Project Scope/SKUs, it should include multiple select.

Sheet Summary changes overwritten by other users - can this be prevented?

cdickson — Wed, 22 Apr 2026 14:52:07 +0000

I have a sheet that has sheet summary values I occasionally need to update the formulas for as factors change however I've found that when other users are updating the sheet (it's a testing sheet) the changes I make to sheet summary formulas are overwritten as those users update their test statuses.

Aside from making the sheet summary changes during non-working hours, is there a way to prevent this?

Sheet Summary Grouping

cabeaudoin — Fri, 30 May 2025 21:25:39 +0000

Allow for grouping content within Sheet Summary window that can expand and collapse.