James Keuning ✭✭✭✭✭

Overview

Overview

Roles	Member
Badges	22

About Me

About Me

Country

United States

How I Use Smartsheet

We use Smartsheet to support various functions in a law firm. We started using it as the PMIS for our PMO but have expanded into supporting lawyers and their clients. The collaborators are free model is the feature that attracted me to Smartsheet, but after several years, I have no reason to leave. We use Data Shuttle to move data in and out of our various systems, and along with Power Automate and Power BI, we find that it can do most of what we need.

Analytics

492

Posts

626

Visits

935

Points

Oct 5, 2020

Join Date

Feb 28, 2025

Last Active

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• Activity
• Discussions43
• Comments449

• Re: How do I populate the highest parent level data into another cell?

  James Keuning

  04/27/22
  I do it like this: =IF(COUNT(ANCESTORS([Primary Column]@row)) = 0, [Primary Column]@row, INDEX(ANCESTORS([Primary Column]@row), 1))
  6 ·

• Cloud-based reporting for text reports, NOT data visualization?

  James Keuning

  05/21/22
  I currently use the live data connector and MS Access to report Smartsheet data. Querying, grouping, filtering, sorting… it’s all great. But it requires that I distribute my MS Access front-end to ev…
  1 ·

• Re: OR condition within range-criterion of COUNTIFS

  James Keuning

  04/21/22
  I would add a helper column with a checkbox, a put an OR formula in there OR(this, that, the other) Then just use CHECKBOX,TRUE in your COUNTIFS.
  1 ·

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