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@KelelaSB 20 сағат бұрын
Rich, is that an add-on sold by Prodactive, or just a formula within native Smartsheet?
@Smartsheetexpert 20 сағат бұрын
It's an add-on we're offering - I had hoped it was native functionality, but we had to develop a solution
@cristamcnish1152 6 күн 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 6 күн 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 6 күн бұрын
@@SmartsheetexpertMind. Blown. No idea hours I overlooked such a small yet impactful feature!
@Smartsheetexpert 6 күн бұрын
@@cksimm easy to forget about!
@cristamcnish1152 7 күн 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 6 күн бұрын
Thank you for flagging. Looks like there may be a video mix-up. Will correct and post link to correct video
@Smartsheetexpert 6 күн бұрын
Correct video here kzbin.info/www/bejne/q4LFZqSjhZZ3sK8
@cksimm 6 күн бұрын
@@Smartsheetexpertthank you!!
@LyliGarcia-qu9qc 8 күн 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 6 күн 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 8 күн бұрын
Pretty cool and great demo! Thank for the insights.
@Smartsheetexpert 8 күн бұрын
Thank you for the lovely feedback, always so motivating to read!
@ClaireSacharkiewiczEECNE 20 күн бұрын
Could you provide more info on that bridge in the background, please?
@Smartsheetexpert 9 күн 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 20 күн бұрын
Thank you for sharing such well-researched content. You made learning so enjoyable!
@Smartsheetexpert 18 күн 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 23 күн 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 9 күн 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 23 күн бұрын
Love this next level reporting ability, and then impact of the graphs you've been able to build here!
@Smartsheetexpert 9 күн бұрын
We know, right! With Smartsheet, anything is possible.
@4767039 26 күн бұрын
Does this require authorizing the log in to rm with smartsheet? Great tool you created.
@Smartsheetexpert 26 күн бұрын
Thank you! Yes it does - you need a subscription to the RM platform to do this
@LauraAnnePettus 27 күн бұрын
Hi - Is there a solution that removes the book slot from the form for selection, say only one slot is available.
@Smartsheetexpert 9 күн 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 28 күн 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 9 күн 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 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?
@nyrani27 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 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 Ай бұрын
Hi could you provide a link for creating the programme plan in smartsheet thanks
@Smartsheetexpert 13 күн 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 Ай бұрын
How do you tell it to not count items already counted/invoiced?
@Smartsheetexpert 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 Ай бұрын
Thank you! This was super helpful
@Smartsheetexpert Ай бұрын
Delighted to have been of help!
@tolevelup Ай бұрын
Another great video, Rich!
@Smartsheetexpert Ай бұрын
Thank you, feedback much appreciated!
@willjeffords 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 Ай бұрын
From a Smartsheet Overachiever that is fine praise! Much appreciated!
@rahulthombare1460 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 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 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 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 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 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 Ай бұрын
Very common ask, and a great solution!
@Smartsheetexpert 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 Ай бұрын
Great release and video!
@Smartsheetexpert Ай бұрын
Thank you! Honoured to get that feedback given your level of Smartsheet expertise 🙏
@franksaieva4952014 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 Ай бұрын
Delighted you found it useful! Here's the other video I reference kzbin.info/www/bejne/fHe2hmeig66kd7Msi=4CY2PzIIGlTxtLA8 👍
@akshatpatilgaming946 Ай бұрын
Very useful, thanks for sharing.
@Smartsheetexpert Ай бұрын
Glad it was helpful! Remember to like and subscribe to our channel to be alerted to our next video
@digikiwam 2 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 2 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 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 2 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 2 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 2 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 2 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 2 ай бұрын
@@Smartsheetexpert Thanks for the reply - very helpful!
@JacksonLoong-g8g 2 ай бұрын
Thanks for the video. I am very interested on your function that show the issue key from all the predecessors
@Smartsheetexpert 2 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 2 ай бұрын
@@Smartsheetexpert Thank you so much for your prompt response. It works perfectly as shown.
@JacksonLoong-g8g 2 ай бұрын
Would it be possible to turn those JIRA issue key as hyperlink?
@Smartsheetexpert 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 ай бұрын
Hey Will - thanks for sharing suggestions on other uses!
@timclendaniel9860 2 ай бұрын
So powerful in it's simplicity! You've done it again Rich!
@Smartsheetexpert 2 ай бұрын
Thank you!!!
@LuigiTesta88 2 ай бұрын
This is a great solution! Many thanks for sharing it!
@Smartsheetexpert 2 ай бұрын
Glad you like it... a very simple yet flexible solution that can be developed out in so many ways
@GregJohnson-xt3hd 2 ай бұрын
Brilliant!
@Smartsheetexpert 2 ай бұрын
Glad you found it useful. Frustrating when you don't know this trick!
@mikef5649 3 ай бұрын
Looks beautiful
@Sooshee_J 3 ай бұрын
I think it's pretty inconvenient that the auto number column doesn't have an option that would just look at the value above and continue from that, so that the feature wouldn't become useless in case you delete a row.
@Smartsheetexpert 2 ай бұрын
Having unique numbering is critical for many systems and businesses, so I'm delighted the system is so robust. If I want the numbers to correct when I delete an item, I just use a formula...
@lindaolmo1035 3 ай бұрын
Excellent...thank you
@Smartsheetexpert 2 ай бұрын
Delighted this was useful to you!
@mattcooper3736 4 ай бұрын
How do I create the Finish Date Formula?
@Smartsheetexpert 2 ай бұрын
Hi @mattcooper3736! If you have dependencies enabled, the finish date will calculate automatically if you enter the duration. You can set this up in your Project Settings. Feel free to reach out to us if you need anything else: www.prodactive.co.uk/contact
@nandoralpar6417 4 ай бұрын
Hi there! Thanks for the helpful video! Is there a limit in number of charecters in a link? I am trying to autofill a form where I have 8 fields, and it breaks the link but not because of space in it.
@Smartsheetexpert 2 ай бұрын
I haven't gone as far as 8 fields. Did you get it to work? When things like that happen for me, I try it on other items to see if the same error happens or if there's something I'm doing that is causing the error...
@joshuajeyaseelan8979 4 ай бұрын
Thank you so much, this is what exactly I was looking for. It helped me. Appreciated.
@Smartsheetexpert 2 ай бұрын
You're welcome! Always delighted to help!
@broderp 4 ай бұрын
How about the reverse...from Excel to Smartsheet?
@Smartsheetexpert 2 ай бұрын
That's absolutely the power of Data Shuttle... upload to Smartsheet from Excel / csv / google sheet etc, download from Smartsheet to Excel / csv / google sheet... or even better download as an attachment within Smartsheet and re-upload elsewhere in Smartsheet....
@heidi-lh1vq 4 ай бұрын
Brilliant!!! Thank you for sharing and documenting!
@Smartsheetexpert 2 ай бұрын
You're most welcome - thank you for the message!
@timclendaniel9860 4 ай бұрын
Love this Rich! I use it for product launches, super helpful!
@Smartsheetexpert 2 ай бұрын
Delighted to share funky solutions so others can put them to good use!
@CaseyEHaines 5 ай бұрын
How does someone update if they do not have Smartsheet and therefore access to the dashboard?
@Smartsheetexpert 5 ай бұрын
An update request can be sent to someone who does not have a Smartsheet account. You can publish a dashboard, for example on the Prodactive website we have a number of published dashboards, but this should only be done with data that can be shared. But when people have access to Smartsheet they soon realise they can achieve so much more so maybe it's worth giving them access! Or try Smartsheet's Dynamic View application as an alternative means for accessing and updating
@karlabruce2871 5 ай бұрын
Very helpful, thank you. How did you add the time column?
@Smartsheetexpert 4 ай бұрын
I presume you’re referring to the created or modified column, which is an automated system column that immediately records the date and time was either created or modified. And you can add your own date column, and set up an automation that records the date based on certain rules for example when status changes, record date changed in the status date changed: column.
@Chugojc 5 ай бұрын
Excelente video, trate de realizar lo mismo que esta en tu video pero no me deja al copiar los symbolos solo se lleva la letras, me puedes ayudar ?
@Smartsheetexpert 5 ай бұрын
Mándame un email para averiguar que pasa. Bajaste el template usando el enlace en la descripción?
@Chugojc 5 ай бұрын
@@Smartsheetexpert Gracias ya baje el template y todo esta funcionado perfecto