4 ай бұрын
5 ай бұрын
7 ай бұрын
10 ай бұрын
11 ай бұрын
Пікірлер
@saba360 9 күн бұрын
GREAT TUTORIAL! TY! It sounds like you can email via docusign, what about outlook if you have the recipient address as one of the fields?
@deborahmayers771 28 күн бұрын
I watched your video to see if I could use the same formula for my project. I am working on a reservation tool. I have a form for if someone wants to cancel their reservation. Based on the Request ID I want the form to pull in the applicable data regarding their reservation and then have them confirm they want to cancel. This way they don't have to key in all of their reservation information. But I am having difficulty with your formula. I keep getting an Unparseable error. Thoughts?
@Smartsheetexpert 28 күн бұрын
I'd need to see the formula to be able to comment, so feel free to email via the website. Here's an example of that formula at work in a video I'm due to post shortly, which might help you determine what's wrong with your formula in advance ="app.smartsheet.com/b/form/xxxxxxxxxxxxxxxxxxxxxxxxxx" + "?RequestID=" + RequestID@row
@deborahmayers771 28 күн бұрын
@@Smartsheetexpert Thank you for your response. I did update the formula a little and it did pull in data into the form, but not into the right field. So I will keep working on it. Thanks
@alwayslearning26 Ай бұрын
'Eat, sleep, breathe Smartsheet'!!! That's what I do; I can't even help it, it's involuntary. :)
@Smartsheetexpert 21 күн бұрын
@alwayslearning26 We love to hear from other Smartsheet fans! And we have some great things in store for you this year
@Sooshee_J Ай бұрын
Cool workaround, but it's a shame really that Smartsheet doesn't have a native filter feature. Two users using this method simultaneously might cause it to break. Sigh, I'm finding new problems with this app every day.
@Smartsheetexpert 21 күн бұрын
Hi @Sooshee_J We're really excited for the developments that Smartsheet team are bringing this year. Be sure to submit your requests and enquiries to the product team.
@journey2hyperlapse Ай бұрын
looking for an actual time clock plug in for smartsheets, do you have any suggestions?
@Smartsheetexpert 21 күн бұрын
Hi @journey2hyperlapse Have you seen this video of ours? kzbin.info/www/bejne/pXjRhJeHd7VoadEfeature=shared if this is not what you need, please reach out to us. We are able to help you with a solution that addresses your needs.
@journey2hyperlapse 20 күн бұрын
@Smartsheetexpert i just watched it! Very interesting work around you created, it gives me some ideas! Keeping the window open is a little sketchy though, have you tested what happens if it gets closed? Would the user be able to re-click on the link to record finish?
@Smartsheetexpert 19 күн бұрын
@@journey2hyperlapse it all comes down to how you design your actual solution, for example, if done using a unique ID, such as the user's email, then they can click the form and then press whichever button they want. Or it can trigger an email to them with a form to complete the job. Lots of options!
@alwayslearning26 Ай бұрын
Very cool think outside the box Rich! Thanks for this. I don't think I have a current use for this, but it's in my head now and I'll probably stumble upon something soon where I can use it.
@Smartsheetexpert 21 күн бұрын
Our goal is to inspire you to become better and better. Let us know as soon as you create something amazing using this
@GigTheory Ай бұрын
Thank you for this Rich! It was incredibly helpful and saved me more time than my initial way of fixing it.
@Smartsheetexpert Ай бұрын
We're so glad you found this helpful. Keep an eye out for our next video!
@shortsale 2 ай бұрын
PLEASE share the Bridge settings you used :)
@Smartsheetexpert 2 ай бұрын
Hi @shortsale We're glad you found this video helpful. We'd be happy to do a bridge demo for you and answer all your questions. You can book a session with Phil right in his calendar: www.prodactive.co.uk/consultations
@atharabbas7039 2 ай бұрын
Perfect Keep it up
@Smartsheetexpert 2 ай бұрын
Thanks for the positive feedback @atharabbas.
@JamiePiazza-s1t 2 ай бұрын
Hi, it's not clear to me how you created the formula for Row ID, which this effort hinges on. Can you share that formula? Thank you
@Smartsheetexpert 2 ай бұрын
Row ID is a system generated column using the # Auto number column type... No formula needed!
@JamiePiazza-s1t 2 ай бұрын
@@Smartsheetexpert Thank you!
@helenrabold342 2 ай бұрын
Thank you!!! This was an incredibly helpful hack.
@Smartsheetexpert 2 ай бұрын
Delighted you discovered it too! Has made such a difference to our solutions knowing we can do this...
@KelelaSB 2 ай бұрын
Rich, is that an add-on sold by Prodactive, or just a formula within native Smartsheet?
@Smartsheetexpert 2 ай бұрын
It's an add-on we're offering - I had hoped it was native functionality, but we had to develop a solution
@cristamcnish1152 3 ай бұрын
I’ve never seen charts with “dynamic” filtering like that in Smartsheet, but so excited! Does that feature automatically come up in the Chart widget because the source is a pivot sheet?
@Smartsheetexpert 3 ай бұрын
Glad you like it - it’s rather handy! The select / deselect feature via the legend works on any chart - it’s not pivot chart specific
@cksimm 3 ай бұрын
@@SmartsheetexpertMind. Blown. No idea hours I overlooked such a small yet impactful feature!
@Smartsheetexpert 3 ай бұрын
@@cksimm easy to forget about!
@cristamcnish1152 3 ай бұрын
There is something off with this video. It doesn’t address the topic in the title and it’s the same content from the Scenario Capacity Planning video.
@Smartsheetexpert 3 ай бұрын
Thank you for flagging. Looks like there may be a video mix-up. Will correct and post link to correct video
@Smartsheetexpert 3 ай бұрын
Correct video here kzbin.info/www/bejne/q4LFZqSjhZZ3sK8
@cksimm 3 ай бұрын
@@Smartsheetexpertthank you!!
@LyliGarcia-qu9qc 3 ай бұрын
Hi! How are you setting up your project sheet to have all of these "mini projects" to show up as individual projects in resource manager? When I try to re-create this the title of the project in the allocation heatmap & assignment details is showing up as the title of my sheet instead of the of the phases as you have in this video.
@Smartsheetexpert 3 ай бұрын
Hi there - the project information is entered into a different column that then goes to a column formula in the primary column so it appears as an individual project. Please get in touch via our website for a quick call if you’d like to see how we do this in action
@FredoDeMerced 3 ай бұрын
Pretty cool and great demo! Thank for the insights.
@Smartsheetexpert 3 ай бұрын
Thank you for the lovely feedback, always so motivating to read!
@ClaireSacharkiewiczEECNE 3 ай бұрын
Could you provide more info on that bridge in the background, please?
@Smartsheetexpert 3 ай бұрын
Hi Claire! We'd be happy to do a bridge demo for you and answer all your questions. You can book a session with Phil right in his calendar: www.prodactive.co.uk/consultations
@HenaSeo 3 ай бұрын
Thank you for sharing such well-researched content. You made learning so enjoyable!
@Smartsheetexpert 3 ай бұрын
What wonderful feedback, thank you so much! Am just back from Smartsheet ENGAGE 2024 in Seattle where I got to meet lots of people who gave me similar feedback. It’s so motivating to read 🙏. And I’m always delighted if people get in touch directly as we love hearing what other content people are after and how we can improve
@officeforconflictresolutio148 3 ай бұрын
Hi, in the second example, in the "QR code item location lookup sheet" are you using VLOOKUP to display values based on the QR code? Or how are those cells configured?
@Smartsheetexpert 3 ай бұрын
Hi there. To understand the configuration, let's take you through the process; 1. New form submission populates the submission sheet 2. In the submission sheet, there is a column with a formula that check wich item is the latest one for each QR code submitted. (See +-5:20 in the video) 3. In the "QR Code Item Location Look-up sheet", there is a formula (INDEX(MATCH)) that finds the latest item (see +-5:34) and finally 4. We make use of INDEX(MATCH) to display the other values in the Lookup sheet based on the QR Code. Hope that answers your question
@timclendaniel9860 3 ай бұрын
Love this next level reporting ability, and then impact of the graphs you've been able to build here!
@Smartsheetexpert 3 ай бұрын
We know, right! With Smartsheet, anything is possible.
@4767039 3 ай бұрын
Does this require authorizing the log in to rm with smartsheet? Great tool you created.
@Smartsheetexpert 3 ай бұрын
Thank you! Yes it does - you need a subscription to the RM platform to do this
@LauraAnnePettus 3 ай бұрын
Hi - Is there a solution that removes the book slot from the form for selection, say only one slot is available.
@Smartsheetexpert 3 ай бұрын
Hi LauraAnne With only core app functionality, Smartsheet cannot remove the option from the dropdown, but if you have Bridge and/or Datashuttle, it is possible
@LyliGarcia-qu9qc 3 ай бұрын
I LOVE your videos!! Can you please add the 2 formulas here in the comment so I can play around with using it?
@Smartsheetexpert 3 ай бұрын
Hi there. We've captured the formula here as it is in the video. Remember to amend your column names to match . =IF([Days effort]@row = "", "", ([Days effort]@row / (Duration@row))) =IF([Hours effort]@row = "", "", [Hours effort]@row / (Duration@row * 8))
@tolevelup 3 ай бұрын
Thank you for sharing this tool! Quick question before I test the tool. If you're plan has 2000 rows, do you recommend using that as the timeplan or do you recommend creating a separte Milestone timeplan that would only include milestones/key deliverables? Would this work even with a plan that has 2000 rows? If yes, how would the S cirve look?
@Smartsheetexpert 2 ай бұрын
How did got get on with solving this? The number of rows doesn’t impact things, it’s the duration. And if the duration is too long you can limit this in various ways by either using reports, adjusting the gap between dates or the duration to be a rolling time-window
@nyrani27 4 ай бұрын
Awesome! Love this! I knew it could be done with a DSR. I hope SS builds upon this capability because I find myself using PowerBI with SS instead of the SS Dashboard because I need the ability to slice data. It's a shame to have such a versatile tool and lack of dynamic dashboarding capabilities. Great video! I have some ideas to try this out this week.
@Smartsheetexpert 4 ай бұрын
Thank you for the feedback! And yes, we're with you on wanting/needing to slice and dice data on dashboards - so using Power BI is a great way, especially when you embed that back in a Smartsheet dashboard (check out Phil's video on that kzbin.info/www/bejne/pqDIemVtlteWqtEsi=_zHLvwB-2u2g4qyO). Let us know how you get on with the things you want to try out. We love hearing more about the challenges people are solving for so we can develop more solutions!
@danielfugo 4 ай бұрын
Hi could you provide a link for creating the programme plan in smartsheet thanks
@Smartsheetexpert 3 ай бұрын
Hi @danielfugo! We have some great resources available for free on our website www.prodactive.co.uk/simple-pmo-template www.prodactive.co.uk/simple-project-solution Let us know if this helps
@deoniziaegan5794 4 ай бұрын
How do you tell it to not count items already counted/invoiced?
@Smartsheetexpert 4 ай бұрын
This would come down to the wider process you use this for. Eg you could add a column in the initial sheet to mark where items have been invoiced, you could have an intermediary sheet so when you run invoicing you then archive all items in that sheet to another one etc. The aim of the video is to show the art of the possible. Please do get in touch directly if you’d like some support tailoring this to fit your process.
@arinonihonglish 4 ай бұрын
Thank you! This was super helpful
@Smartsheetexpert 4 ай бұрын
Delighted to have been of help!
@tolevelup 4 ай бұрын
Another great video, Rich!
@Smartsheetexpert 4 ай бұрын
Thank you, feedback much appreciated!
@willjeffords 4 ай бұрын
Fantastic intro to Starter PMO via Smartsheet! If you aren’t sure how to dive into Smartsheet at your organization - this is a wonderful template set that is not too little, yet not too much. Just right! Thank you Rich and Prodactive! Bravo! ⚡️
@Smartsheetexpert 4 ай бұрын
From a Smartsheet Overachiever that is fine praise! Much appreciated!
@rahulthombare1460 4 ай бұрын
Thank you for making this video and clear explanation. Level@row does not work for me for some reason though. Probably got replaced with a different syntax.
@Smartsheetexpert 4 ай бұрын
Hi Rahul - why not download the template set here as it has the Level formula baked into it www.prodactive.co.uk/simple-project-solution
@tolevelup 4 ай бұрын
Great video. I like the Portfolio Dashbaords you showed on here. Are you also offering those for free? I saw Allclear and PPM2? I saw some areas there I would like to incorporate. Any chance you are offering those for free as well?
@Smartsheetexpert 4 ай бұрын
Hi @tolevelup - a simple PMO template set will also be available imminently that has a simple portfolio dashboard. We do offer lots of add-on solutions for people wanting with more advanced needs and to implement a PPM platform, but we provide those as part of our consultancy service. Delighted to have a chat as we're also working on some further exciting developments that you might be interested in. www.prodactive.co.uk/contact
@tolevelup 4 ай бұрын
Thanks will submit a meeting request via link. Question. I submitted a request for the template twice earlier today. Have received a response yet. What’s the SLA for that request? It will help with our meeting.
@Smartsheetexpert 4 ай бұрын
@@tolevelup materials should send immediately via a Smartsheet automation. Have emailed them to you so will be with you now. Thanks for flagging as will check my end if any technical issues I need to address [UPDATE >> all checked and working fine]
@timclendaniel9860 4 ай бұрын
Very common ask, and a great solution!
@Smartsheetexpert 4 ай бұрын
Thank you! Always looking to crack and share hacks to help people get more from Smartsheet! Thought I couldn’t be the only one wanting to solve for this!
@timclendaniel9860 4 ай бұрын
Great release and video!
@Smartsheetexpert 4 ай бұрын
Thank you! Honoured to get that feedback given your level of Smartsheet expertise 🙏
@franksaieva4952014 4 ай бұрын
Thanks so much for this, really appreciated. Please direct me to the tutorial related to the Start Date and End Date formula in the summary sheet.
@Smartsheetexpert 4 ай бұрын
Delighted you found it useful! Here's the other video I reference kzbin.info/www/bejne/fHe2hmeig66kd7Msi=4CY2PzIIGlTxtLA8 👍
@mysteriesandfacts123 4 ай бұрын
Very useful, thanks for sharing.
@Smartsheetexpert 4 ай бұрын
Glad it was helpful! Remember to like and subscribe to our channel to be alerted to our next video
@digikiwam 4 ай бұрын
Nice Demo but not much use without a tutorial. This just spawned 4 hours of google and bing trying to replicate what you demo'd.
@Smartsheetexpert 4 ай бұрын
Hi! We're glad you enjoyed the demo. We have just released a video that shows you how to create a solution end to end! It's a 25min real-time watch and we're sure this will help. You're also welcome to reach out to us directly by booking a meeting with Rich here >> www.prodactive.co.uk/consultations <<
@digikiwam 4 ай бұрын
@@Smartsheetexpert I can't find the video on your YT channel, or Prodactive's list of demo videos on your site, is this something we have to book and pay for a live walk through for?
@funnyguy1893 5 ай бұрын
When you mentioned subset, you are essentially opening up a new browser tab from the “Marketing” button you have created and not refreshing the same dashboard correct? Is there anyway to load up the different departments on the same dashboard?
@Smartsheetexpert 5 ай бұрын
You could create a dynamic dashboard much as indicated in this video “Smartsheet demo for dynamic data query on dashboard or portal” kzbin.info/www/bejne/mp6yZpSiesSihpY but it’s significantly more complex and can take multiple reloads to update. Like so much on Smartsheet it’s about what’s the most effective solution to your particular need, so that route may suit you better, but for those looking for a simple solution, I’d recommend this hands-down.
@brentgravenhof5185 5 ай бұрын
Nice job! I am wondering if you can tell me what feature you are using to edit data from the dashboard? To my knowledge, report widgets do not allow data to be entered directly from a dashboard. Thanks!
@Smartsheetexpert 5 ай бұрын
I'm using Dynamic View, which is one of Smartsheet's premium apps. If you haven't checked it out, it offers a variety of features including the ability to share sheet or report rows with people so they can edit them, without having to publish the sheet/report or share the underlying sheet. And as you've seen, you can embed them in a dashboard using the web content widget and you can enter information in situ.
@brentgravenhof5185 5 ай бұрын
@@Smartsheetexpert Thanks for the reply - very helpful!
@JacksonLoong-g8g 5 ай бұрын
Thanks for the video. I am very interested on your function that show the issue key from all the predecessors
@Smartsheetexpert 5 ай бұрын
The Preceding tasks column is set up as a multi-select dropdown with the following column formula: =JOIN(COLLECT([Issue key]:[Issue key], Row:Row, HAS(Pred@row, @cell)), CHAR(10)) There are some helper columns that are hidden in the video that support this column as follows: Pred: This is another multi-select dropdown with the following column formula: =SUBSTITUTE(Predecessors@row, ", ", CHAR(10)) It's designed to remove the commas from the Predecessors column so that lookups work correctly. Row: This is a text/number column with the following column formula: =MATCH(Ref@row, Ref:Ref, 0) This is the classic formula that numbers rows sequentially from top to bottom, even if they get reordered, and it relies on this final column: Ref: This is an autonumber column with no prefix. This should be enough information to allow you to implement it.
@JacksonLoong-g8g 5 ай бұрын
@@Smartsheetexpert Thank you so much for your prompt response. It works perfectly as shown.
@JacksonLoong-g8g 5 ай бұрын
Would it be possible to turn those JIRA issue key as hyperlink?
@Smartsheetexpert 5 ай бұрын
@@JacksonLoong-g8g I don't think you can as a cell can only handle one hyperlink. It could be possible if there was only ever going to be one predecessor.
@joebusch5754 5 ай бұрын
Thank you Rich, I think this will work for my project is that an easy way to make it 15 slots for each date?
@Smartsheetexpert 5 ай бұрын
Totally! There can be as many slots as you want. I just made it 5 so it was easier to demo. On the sheet just add in additional rows and then ensure you add in the corresponding slot number in the slot column
@tolevelup 5 ай бұрын
Great video. Any chance you can share your Dashboard via Smartsheet? I like the way you have that setup in the video.
@Smartsheetexpert 5 ай бұрын
Hi @tolevelup. We're glad you enjoyed our video. Head on over to the resources section of our website to get your hands on all of the free resources we have available for download www.prodactive.co.uk/ You're also welcome to reach out at any time if you're interested in any of our other solutions www.prodactive.co.uk/contact
@jandtheboys1 5 ай бұрын
Where can I find a video where you discuss the automation that's actually creating the invoice. That's the unclear part. Thanks
@Smartsheetexpert 5 ай бұрын
Hi there - here's the video I did on single page invoices. I don't go into the full details of the solution and formulas, but for the triggering, I have a check-box and then an automation with a condition that if checked, then create document (which assumes you're familiar with Document Builder) kzbin.info/www/bejne/Zqi8aap3iKqJa6ssi=PL7Z5Ttfg30E3ZHM
@willjeffords 5 ай бұрын
Love this! Also inspiring relative to other "grab one" workflows that may not be time-slots (e.g. Gift Cards, team sign-ups, shift selection...think allowing staff to first-come, first serve on a pool of work slots, etc.) Thank you Rich!!
@Smartsheetexpert 5 ай бұрын
Hey Will - thanks for sharing suggestions on other uses!
@timclendaniel9860 5 ай бұрын
So powerful in it's simplicity! You've done it again Rich!
@Smartsheetexpert 5 ай бұрын
Thank you!!!
@LuigiTesta88 5 ай бұрын
This is a great solution! Many thanks for sharing it!
@Smartsheetexpert 5 ай бұрын
Glad you like it... a very simple yet flexible solution that can be developed out in so many ways
@GregJohnson-xt3hd 5 ай бұрын
Brilliant!
@Smartsheetexpert 5 ай бұрын
Glad you found it useful. Frustrating when you don't know this trick!
@mikef5649 5 ай бұрын
Looks beautiful