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Workflow Creative
Добавлен 14 дек 2022
Smartsheet tips and tricks. Workflow design. Process design. Making work flow.
WorkflowCreative.com
WorkflowCreative.com
Plan AND Build Your Smartsheet Solution | Easiest Way Possible
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Pick up Darren's new book here on Amazon: amzn.to/45fUu1A
Pick up Darren's new book here on Amazon: amzn.to/45fUu1A
Просмотров: 229
Видео
Smartsheet Dashboard | Display Previous Value of a Cell
Просмотров 478Год назад
📌SMARTSHEET TRAINING COURSE: WorkflowCreative.com In this video I cover how to record the previous value of a cell AND the current value of a cell. Then you can display these values in a metric widget on your Dashboard. #smartsheet #projectmanagement #projectmanagementsoftware
Smartsheet Reports | Use This Trick to Get PARENT/CHILD Hierarchies
Просмотров 8 тыс.Год назад
📌SMARTSHEET TRAINING COURSE: WorkflowCreative.com Go From Beginner to Pro and Accelerate Your Smartsheet Build ☝️ In this video I show you how to get Parent/Child Relationships in your Smartsheet Reports. Smartsheet doesn't provide this functionality but we can get really close with these changes. Formulas mentioned in the video are located in the comment below... #smartsheet #projectmanagement...
Smartsheet DEMO For Project Managers | Sheets | Reports | Dashboards
Просмотров 6 тыс.Год назад
This Demo of Smartsheet for Project Managers reviews the typical PM setup in Smartsheet. We cover Sheets, Reports and Dashboards and how they interact to allow PMs to manage their projects easily in Smartsheet. - Manage Projects - Manage People - Save Documents - Manage Communications - Manage Processes All in Smartsheet! ✅ For Questions: Ryan @ WorkflowCreative.com 📰 Plan your Smartsheet imple...
Smartsheet Simplified - Module 1
Просмотров 318Год назад
This is Module 1 of Smartsheet Simplified. The full course can be found at WorkflowCreative.com I’ve trained over 1,000 people on software systems and now you can access that same training experience. If you’re new to Smartsheet, it can be challenging to know where to begin. When I first started using Smartsheet, I was intimidated by the platform’s complexity. However, after working with client...
How to Add Interactive Map to Your Smartsheet Dashboards
Просмотров 3,1 тыс.Год назад
In this tutorial, I guide you through the simple steps to add a map of your locations to your Smartsheet Dashboard and create a visually appealing and interactive experience for your stakeholders. Set up integrations with Google Sheets and Google Maps to customize the style and locations on your map. Tips on how to format your data to ensure that it is easily readable and compatible with your m...
Publish or Export Your Sheet For Stakeholders | Smartsheet
Просмотров 1,7 тыс.Год назад
In this video I review the various ways we can allow Stakeholders to view the data in our sheet. Exporting the Sheet to Excel, MS Project or Google Sheets allows Stakeholders to futher modify the data in those systems. Exporting the data to a PDF creates a PDF from your sheet. Printing the data in your sheet creates a print out of it. Publishing your sheet has various options to restrict how us...
Filter Large Data Sets in Smartsheet Sheets
Просмотров 540Год назад
In this video I explain how to use Filters in Smartsheet sheets to reduce the number of lines you see on your sheet. Other users will not see your filters unless you want them to. When your view is filtered, it does not impact the view of other users. Saving time: Filters allow you to quickly find and focus on the specific data you need, without having to scroll through large amounts of irrelev...
Conditionally Format Rows and Cells in Smartsheet
Просмотров 1,2 тыс.Год назад
In this video I explain how I use Conditional Formatting in my Smartsheet projects to: - Highlight Urgent requests in our ticketing system - Change the font color of expiring items - Change gantt chart bar red when deadlines are approaching Conditional formatting in Smartsheet is important because it allows you to visually highlight specific data within your sheets based on predetermined condit...
Navigate Smartsheet Easier with Hyperlinks. Insert Images Where You Need Them
Просмотров 964Год назад
How to insert images and hyperlinks into Smartsheet to make navigation easier for your end users. First up: how to upload and insert images into your Smartsheet sheets. This makes it easy for your team to reference the correct images (especially if you're not using Brand Folder, a Smartsheet integration) Next: Inserting Cross Sheet Links. Similar to Cross Sheet references, only this links to a ...
How To Format Cells and Text in Smartsheet
Просмотров 1,9 тыс.Год назад
In this video, we discuss how to format text and cells in Smartsheet, including: - changing the font type, size, and color, as well as how to bold, italicize, and underline text. - changing the cell background color - formatting numbers and dates - aligning text within cells - briefly touch on Conditional Formatting and Highlighting recent changes in your sheet For more Smartsheet Tips and Tric...
Smartsheet Column Types Explained: Customize Your Sheets like a Pro!
Просмотров 517Год назад
In this video, we discuss the different column types available in Smartsheet to customize to your specific sheet's needs. I'll dive into the various column types, including text, number, date, checkbox, and more. I'll explain what each column type does, how to use it effectively, and provide examples of when each type might be useful. By the end of this video, you'll have a solid understanding ...
How to Import Data from Excel and Google Sheets into Smartsheet
Просмотров 1,5 тыс.Год назад
Are you tired of manually re-entering data into Smartsheet? In this video tutorial, we'll show you how to easily import data from Excel and Google Sheets into Smartsheet. First, we'll walk you through the steps to import data from Excel, including selecting the correct file and sheet or range of cells to import. Then, we'll show you how to import data from Google Sheets by signing in to your ac...
*UPDATE* Custom Background Colors on Dashboards | Smartsheet
Просмотров 543Год назад
*UPDATE* Custom Background Colors on Dashboards | Smartsheet
Sheet Summary Fields SUM Dynamically from Dropdown | Smartsheet Helper Column
Просмотров 1,2 тыс.Год назад
Sheet Summary Fields SUM Dynamically from Dropdown | Smartsheet Helper Column
Master List of Contacts Pulling into a Project Sheet's Contacts | Smartsheet INDEX/MATCH
Просмотров 1,9 тыс.Год назад
Master List of Contacts Pulling into a Project Sheet's Contacts | Smartsheet INDEX/MATCH
Copy Rows with Smartsheet Index Match Formula
Просмотров 19 тыс.Год назад
Copy Rows with Smartsheet Index Match Formula
Count Number of Unique Values in 2 Columns in Smartsheet
Просмотров 610Год назад
Count Number of Unique Values in 2 Columns in Smartsheet
Adding a Form to Smartsheet and Automation to Alert Someone When the Form is Submitted
Просмотров 4,1 тыс.Год назад
Adding a Form to Smartsheet and Automation to Alert Someone When the Form is Submitted
This is soooo helpful! Thank you for this video. Question - does it also copy the comments from that specific row? If not, is there a way to do that? I'm trying to pull the specific rows with comments from my master sheet. I use Data Shuttle as well. Thank you
I meant the conversation tied to a row***
You're welcome! It doesn't, this is for pulling data points in, not the attachments/comments associated with that row. If needed, you can use the move/copy row which may work for your use case. - Ryan
Your way of explaining Smartsheet functionality is very concise and clear. Thank you!
Made my day!! Thank you. I’m glad it’s landing for you. -Ryan
what if we have more than 20000 rows?
You’ll need to divide it up. You can also use premium apps like data table, data shuttle and bridge to divide/filter for you too. -Ryan
Is there no way to add borders
None sorry - Ryan
This is very helpful, thank you! I have modified to allow for different date criteria, and a test of whether the item in the "Tasks" row is called "Test (Decision)": =IF(COUNT(CHILDREN(Tasks@row)) > 0, IF(COUNTIFS(DESCENDANTS([End Date]@row), >=TODAY(), DESCENDANTS([End Date]@row), <=TODAY(30), DESCENDANTS(Tasks@row), "Test (Decision)") > 0, 1, 0), IF(AND([End Date]@row >= TODAY(), [End Date]@row <= TODAY(30), Tasks@row = "Test (Decision)"), 1, 0)) This works, but I'd like to now modify such that the item in the "Tasks" row contains "Decision" rather than a specific entry. I've tried the below formula, but I now lose the parents. Any advice on how to incorporate a CONTAINS argument and retain parent/child? =IF(COUNT(CHILDREN(Tasks@row)) > 0, IF(COUNTIFS(DESCENDANTS([End Date]@row), >=TODAY(), DESCENDANTS([End Date]@row), <=TODAY(30), DESCENDANTS(Tasks@row), CONTAINS("Decision", Tasks@row)) > 0, 1, 0), IF(AND([End Date]@row >= TODAY(), [End Date]@row <= TODAY(30), CONTAINS("Decision", Tasks@row)), 1, 0))
You'll need to replace the "Tasks@row" in the first contains with @cell... =IF(COUNT(CHILDREN(Tasks@row)) > 0, IF(COUNTIFS(DESCENDANTS([End Date]@row), >=TODAY(), DESCENDANTS([End Date]@row), <=TODAY(30), DESCENDANTS(Tasks@row), CONTAINS("Decision", @cell)) > 0, 1, 0), IF(AND([End Date]@row >= TODAY(), [End Date]@row <= TODAY(30), CONTAINS("Decision", Tasks@row)), 1, 0)) Does that get what you were going after? BTW - I offer hourly formula help on my website as well if you need more. - Ryan
@@workflowcreative Wonderful, that worked! Thank you for the quick reply and tip about your website. I am sure I will be reaching out for more help. Thanks!
@@EmilyWyent Glad to hear it! - Ryan
The first video from someone who narrates a help video on SmartSheets, who describes, shows, and is engaging the whole time. 10/10
So glad it helped! And thank you for the kind words. - Ryan
Thanks
You bet -Ryan
This is great. Love it. I have 2 Qs and it will be great if you could answer those. Q1. How did you add arrow image in your formula for Task Name Hierarchy? Q2. In the Overdue formula, if I want to two statuses (Not Started and In Progress), how do I modify the formula? In my project plan, I have 4 statuses - Not Started, In Progress, On Hold and Completed.
1) Emojis!! 2) What is your current formula? -Ryan
@@workflowcreative Thanks. I am using your formula right now. I changed Start Date to End Date and Not Started to In Progress. However I do want to capture tasks that are not started and overdue. =IF(COUNT(CHILDREN([Task Name]@row)) > 0, IF(COUNTIFS(DESCENDANTS([End Date]@row), <TODAY(), DESCENDANTS(Status@row), "In Progress") > 0, 1, 0), IF(AND([End Date]@row < TODAY(), Status@row = "In Progress"), 1, 0))
@@vikramsharma9892 I added it in two places. Just delete the one you don't need... =IF(COUNT(CHILDREN([Task Name]@row)) > 0, IF(COUNTIFS(DESCENDANTS([Start Date]@row), <TODAY(), DESCENDANTS(Status@row), OR(@cell = "Not Started", @cell = "In Progress")) > 0, 1, 0), IF(AND([Start Date]@row < TODAY(), OR(Status@row = "Not Started", Status@row = "In Progress")), 1, 0))
@@workflowcreative This is perfect. Thank you very much for doing this. Love it.. and I am using it..
Super useful
Thank you! Glad it helped. - Ryan
First thing..thanks alot for your videos..very much useful.... Need advise..example I have 10 sheets for each client and converted those into reports to get the information in one place. So I need to have that report data into one sheet so that I can build a dashboard. Will there be anyway to shift the data from reports to one sheet.
In core Smartsheet: Data flows from sheets to reports only; If you have the Smartsheet add-on called Data Mesh, you can use the report as the source, then send the data to your sheet. -Ryan
@@workflowcreative oh that's great!Do we have any of your demo videos which explain the process..that would be life saviour😍
@@artmonkeycreations123 I don't yet. Sorry
Thanks a lot 👍 appreciated
I have a Summary raw Data report hence unable to use data mesh. I cannot use the Row data report because it doesn't pull summary data.
What filters did you use to get your report to show up this way? All my formulas worked just having trouble with the filtering.
Hi There. About a minute into the video, I display the filters. These may not work for you though if your data is different - Ryan
@@workflowcreative The filters show the initial filters - were there other filters you used once you created the hidden columns for the parent tasks? Using the initial filter still doesn't show the parent tasks with the new formulas. TIA for the help!
@@LyliGarcia-qu9qc Try removing all of your filters and see if you get the rows you want. Then slowly add filters to your report. - Ryan
What filters did you set in your report to have them show as you have on the video? I have input all of the formulas correctly but am struggling to get the right filtering set up.
Hi There. About a minute into the video, I display the filters. These may not work for you though if your data is different - Ryan
Great video! Can you do this across >2 columns?
You Can! Just add your columns and criteria in the Collect function in the formula.
This was great! Thank you! I've been a longtime Excel user familiar with VLOOKUP/XLOOKUP so had defaulted to those in SS, well aware of the drawbacks if columns moved, etc. Now I finally understand what each reference in INDEX MATCH refers to it is so simple I'll begin converting my lookups today.
Great video. I’d like to ask if smartsheet can generate a number when a row is added and then alert the submitter that this was their submission number
It can! You’ll need to add a column and make it an auto number type column. Then add an automation: when rows are added, send an alert to the contact in the submitter column. In the body, use {{}} and insert the auto row column name there. Like {{Row}} -Ryan
FYI: You don't need to add extra pins to zoom out - if you alter the embedded link, add this text "&z=10" right before "&ehbc", you can change the zoom output. You can change "10" to whatever value to toggle different zoom ratios. I hope this helps!
Sweet! Thanks for that! -Ryan
Would the map data be able to display calendar appointments for that location? That would come in handy if your looking for addresses and projects taking place in any given location.
What’s up Jorge! You can add addresses and other details but if I understand what you’re asking, it’s probably not the best solution since the map doesn’t update automatically. You have to update it manually with every change. Maybe take a look at google looker studio maps. -Ryan
thanks for sharing! this help me a lot
Glad it helped! -Ryan
What’s the advantage to Vlookup?
With vlookup, your formula will break if a column is inserted in your range or someone moves your columns on your sheet. With index/match you specify both the lookup column and the results column. This way, they can move around the sheet as much as you need and the formula stays intact. -Ryan
Is it possible just to have a file string replacing the image in the cell, while the image still sits in the row attachements. I am having the problem you spoke about where the images are exploding the sheet out. What is a way around this so I can just keep all the incoming images stored in the row attachments only. Thank you - John
Hi John, how are you getting the images/attachments on the sheet initially? Through a form or directly adding them to the rows?
No, via a third party app I developed where my trade workers are sending images back that land in to smartsheet. I was using Google's sheets where the images appear as a string file (eg dog walking.png) and the images are saved directly into Google drive. I was hoping smartsheet has a similar set up but from research I don't think this is possible unless you have any ideas around it? Thanks John
@@johnpearson7910 Got it. No. SS doesn’t expose image urls or keep the public urls for attachments for more than 30 days. It seems you’ve ran into a limitation for your use case. An alternative approach would be to use your app to store the files in Google, Dropbox, or box and just send the url to SS. -Ryan
This works great. I'm trying to mimic this for current signed in user so that I can create a single report where a current user can view all tasks assigned to them across multiple project plans. The problem is that when I apply filter 'Assigned to' I lose the parent/child organization and only the task which is assigned to the user is displayed in the report. Any workaround that you can recommend?
Hi Darius. This is tough b/c you may have multiple people assigned to the tasks beneath the parent and reports do not play well with Multi-Contact columns. Otherwise, I would say have the parent collect the Assigned_To children. If they are all the same person, it would work. Alternatively, you can add a column that displays the parent on the same row as the child. It's not ideal, but it will would add some context to the task row for the viewer. - Ryan
what an explanation thanks man
you bet! glad you enjoyed it! - Ryan
This was a very informative video. Question, would this be able to be applied to drop-down columns?
You can! But anytime you add a column formula to a drop-down column, you lose the drop-down feature. What’s your scenario? - Ryan
Thanks for your video. So helpful in building a report that shows the parent/child hierarchy!! I do have a challenge I am trying to figure out. I have a sheet that is a "process decomposition" for accounting processes with 8 levels. Rows may or may not contain information in multiple columns including: procedures, position responsible, reference guides and forms. Do you have a suggestion for a formula in a helper column to create a report that shows rows with procedures "not blank" and the parent row(s) above it? (I can duplicate that for other columns.) Thanks for your help! Hopefully Smartsheet will soon include parent row options in reports.
Hi Terri! It's going to be a combo of an If statement and an ancestor function. Hard to say without seeing your data though. I saw you booked some time on my calendar for next week! I look forward to chatting and helping you with your formula. - Ryan
Thank you! I look forward to chatting.
I have added all of the formulas successfully but I cannot seem to see it working on my report, I wonder if there is something I am missing on the Filters?
Hi! Have to added all the proper columns? Is it bringing in any rows into your sheet? Maybe remove your filters one by one and see if that works. -Ryan
@@workflowcreative I am having the same issues and don’t have any filters on my sheet. The formula shows up in the cell but the result does not appear
@@christenuber5508 Go back through the video and be really meticulous. It's usually something small that's missing (like you're referencing a specific cell instead of a range, etc.). Otherwise, if you want to send me an email at Ryan@WorkflowCreative.com with some screenshots/video of your Smartsheet components, I can take a look for you. - Ryan
This is really helpful man, thank you so much! i have been going through this for couple of days trying to understand if i could embed before subscribing into their plans yet
Glad it helped! The subscribe is worth it, for sure. - Ryan
Can we establish a formula which replaces the last updated status with current status. Like it has to be dynamic, everytime I make changes in current status, the last updated status values get replaced.
Hi! What does your solution entail? 2 sheets? 1 column called “Status” on sheet1 and 1 column called “Status” on sheet2?
Ok then??
Then you would use the index match formula on sheet2 (like in the above video) with a “key” that connects the two sheets rows (a key is a column that holds unique values like SKU, product number, work order number, etc. ) That index match would update your status column in sheet2 based on the data in sheet1. Does that help?
Is there any way I can connect with you 1:1? @@workflowcreative
Thank you so much for this! I looked at so many videos trying to figure it out and yours helped it click for me! I was able to do exactly what I wanted. Subscribed! :)
Whoop! Great way to start the weekend. 😊Thanks for letting me know and I’m glad it helped! -Ryan
When you do this import, I assume the data is static? I need to have a link that is dynamically updated so I can maintain a spreadsheet in Excel, outside of Smartsheet and have Smartsheet pick up the changes. Is this possible?
Depends on your account type. You can’t have this with the standard accounts but if you have an enterprise account you can get an add-on called Data Shuttle where you can connect your excel sheet to Smartsheet and have it periodically get picked up. help.smartsheet.com/learning-track/integrations-and-add-ons/data-shuttle An alternative would be to put your data in a google sheet and use Zapier.com to connect the sheet with Smartsheet. Does that help? -Ryan
@@workflowcreative I'm really struggling with how to integrate smartsheet dashboards with existing process data being managed in Excel. I can't expect all stakeholders to adapt to Smartsheet, but don't want to be doing manual cut and paste. I'm also not a big fan of not having offline access to the smartsheet sheets. That's a big negative for me.
@@daveandanneatkinson1507 Unfortunately, I don't think this is something we can solve over comments. Did you want to jump on a no-charge 30 minute call to discuss this in more detail? Head over to my website WorkflowCreative.com and click the button at the top to book some time. I'm happy to help walk you through your options. - Ryan
I really appreciate this video! So well described! I've been struggling with this formula for months off and on trying to get this to work.
Oh wow! So glad it helped. I know the feeling of struggling, so I'm just trying to help pass along the shortcuts :) - Ryan
I spent entirely too much time trying to figure this out on my own haha THANK YOU
I heard that! I do the same with new tools. Glad it helped though! - Ryan
Brilliant! Lack of parent-child heirarchy is one of the most baffling omissions in terms of report functionality. Thank you so much for sharing this workaround. Subscribed!
100% agree! And you're welcome! :) Happy to help. - Ryan
duuuude this is amazing. I was linking cells one-by-one across 50 sheets, what a great video
Whoop! Glad to hear it helped! - Ryan
Thank you for the video. Do you think is possible to have a filter in the Dashboard and chose different data? For sample I see inventory report and chose in the filter sales report and show the sales without create another dashboard.
Hi Juan! Unfortunately, Smartsheet doesn’t have dynamic dashboards. Have a look at google looker studio and tableau. Alternatively you could hack something together on SS, but it’s not pretty. It involves the submission of a form (or dynamic view) on the dashboard. That submission then marks the rows of the data for you. You then refresh the dashboard and the rows are filtered for you. But that doesn’t sound like it’s an exact use case for your question. - Ryan
Great video, I have a question about where I must go within the settings to be able to assign who receives the form every time they're completed?
Hi there. You would do that on the sheet itself. At the top left, select "Automations". Then create an Alert automation. - Ryan
SO helpful. Thank you!
Happy to help! - Ryan
This is EXACTLY what I was missing. Thank you very much for doing this video. Loved it and I'm using it today!
You are so welcome! Glad it helped! - Ryan
Very cool! I'm guessing I could use Data Shuttle to automate (or at least reduce manual steps) for an interactive map (or other web function like this that comes in the Google extension ecosystem), right? Now I'm super curious about the "what else" besides maps could be made to work this way. Excellent demo!
Happy to hear you found it useful! You're exactly right. Data Shuttle to google sheets, but you'll still need to manually import back to the map again. What else?.. All google products can be embedded on dashboards so data shuttle off to a google sheet then have chart/graphs etc auto update. You can also use looker studio to create interactive (filterable) charts/graphs and embed those as well.
Hello sir, I reallly appreciate your efforts and this is one of the best video I found on Smartsheet.
Glad I could help Deepanshu. I appreciate your comment. Sometimes it feels like I’m shouting in the void. :)
Hi! How do you go from a approved request from the intake sheet to a new project plan without Control center? You mentioned an easy "right click" but I didn´t see the linkage of the data in the demo.
Hi there. You would build your set of assets for each project, and put them (including your project plan) in a folder. Feel free to name it "PROJECT TEMPLATE". Then for each project that is approved, someone could receive a notification that they need to take an action. That action would be right clicking on the PROJECT TEMPLATE folder and selecting "Save As New".
What if you dont have a web content widget?
Hey Chris, The web content widget isn’t available in the trial or individual version of Smartsheet. If you upgrade to the PRO plan, just remember that it limits you to 10 total widgets, but you do have access to the web content widget. -Ryan
@@workflowcreative Thanks.
integration has nothing to do with smartsheet .Is simply an embeded google maps in a smarsheet dash page .You have same result using a link embeded into another column .As long is static info don't see the point .insert the link from My maps into a column and have pretty much exactly same results .However .Thanks for sharing
Hi, will this work for my use case which is , I need my data to move from one smartsheet to another smartsheet. But all the column names are different. What is the thing I need to do first?
Hi Shaukhi, If you have access to the premium app called Data Mesh, use that. If not...First you'll need a "key" between the two sheets. This could be a Property ID, an inventory number, a street address, etc. It needs to live on both sheets. Then, start building your index/match formulas like in the video for each of your columns on your second (Destination) sheet. You'll need to create a Cross Sheet Reference (right click, manage references) on your Destination sheet for each of your columns on your first (Source) sheet.
Is it possible to get the information of all receipant who receive the automated email or get the contact list of those people who receive that email
Unfortunately, no. Smartsheet does not keep a history of the automations/emails. If you are displaying the recipient's email in a contact column, you can get the emails from there, but it's still not a list of who actually received it.
@@workflowcreative thanks for the information
@@bhupindermoun6695 You're welcome! Happy to help - Ryan
DUDE!!! Spent 3 hrs last night using vlookups to sort, and one 7 min video will save me hours sorting export csvs.... You are an AMAZING Teacher and now I gotta see all of your other tips vids! One Million THANK YOUs Workflow Creative!
Ashley, you're welcome! So glad to hear that someone found some use out of these vids. haha! Made my day.
Level Column: =COUNT(ANCESTORS([Task Name]@row)) + IF(COUNT(CHILDREN([Task Name]@row)) > 0, "+", "") Task Name Hierarchy Column: =IF(CONTAINS(0, Level@row), [Task Name]@row, IF(CONTAINS(1, Level@row), "⬇ " + [Task Name]@row, IF(CONTAINS("2+", Level@row), "↘ " + [Task Name]@row, IF(CONTAINS(2, Level@row), " - - " + [Task Name]@row, IF(CONTAINS(3, Level@row), " - - - " + [Task Name]@row))))) Overdue Column: =IF(COUNT(CHILDREN([Task Name]@row)) > 0, IF(COUNTIFS(DESCENDANTS([Start Date]@row), <TODAY(), DESCENDANTS(Status@row), "Not Started") > 0, 1, 0), IF(AND([Start Date]@row < TODAY(), Status@row = "Not Started"), 1, 0)) Remember: change your column names as appropriate! Enjoy! WorkflowCreative.com for more Smartsheet Tips
AWESOME!!😀😀
Thanks! Glad you liked it. Let me know if I can help in any way.
Great video! I was able to get this to work for my sheet, but I use this to show if someone completed something, which means sometimes there is no match to be found. Right now my cell will show as #nomatch if it can't find a matching email from my source sheet. How do I make it show just a blank cell instead?
Hi Ellyn, you can wrap your formula with IFERROR so =IFERROR( your entire formula goes here , "") Let me know if that's what you're looking for -Ryan