Is it possible to merge same resource names while building a leave planner in smartsheet?

Hi - I have made a simple planned to record team leaves. Though the grid view gives great insight, the issue is that multiple entries by the same resource appears in different rows and grid.

Is there a way I could merge data from a single resource into the same row and hence same row in the grid as well?

Here's a screenshot showing the current sheet

image.png


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Answers

  • 1) If the requests come from intake form data, they will be entered in a new row.


    2) If it is a manual sheet entry, we can mark it in Gantt directly by dragging the number of days or mark it on the Grid.

    Both require a reporting option to display employee-specific data.

    3) Card views can provide good insight per employee based on the amount of days / Slots.

  • The input is coming from a form. I was thinking of merging all dates into another sheet where I could have the employee names prepopulated, so there’s only 1 row for each person. Is that possible?

  • 你可能有解决方案,但是你必须add the Helper column in the source sheet for the specific name assigned a number which is unique and name define the number of columns for the each request using formula add a helper column with number of request received and then need to add formula IF([Name]@row = "Employee Name", add the reference to the column to update.

  • 你可能有解决方案,但是你必须add the Helper column in the source sheet for the specific name assigned a number which is unique and name define the number of columns for the each request using formula add a helper column with number of request received and then need to add formula IF([Name]@row = "Employee Name", add the reference the column to update the of automation.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out theFormula Handbook template!
Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109490,"type":"question","name":"HAS exact match within multiselect - Numbered Values","excerpt":"Scenario: Trying to identify a match if a value shows up in a multiselect from another sheet. Approach: I'm able to get 95% of this done through an index(collect(contains))) formula, but having some false positives show up wherever a partial match is found. I later found some suggestions that (has) would be more…","snippet":"Scenario: Trying to identify a match if a value shows up in a multiselect from another sheet. Approach: I'm able to get 95% of this done through an index(collect(contains)))…","categoryID":322,"dateInserted":"2023-08-25T19:26:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:49:48+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":17,"score":null,"hot":3386003780,"url":"https:\/\/community.smartsheet.com\/discussion\/109490\/has-exact-match-within-multiselect-numbered-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109490\/has-exact-match-within-multiselect-numbered-values","format":"Rich","lastPost":{"discussionID":109490,"commentID":392694,"name":"Re: HAS exact match within multiselect - Numbered Values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392694#Comment_392694","dateInserted":"2023-08-26T00:49:48+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/KJPRLKL2FW16\/capture-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Capture.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:49:35+00:00","dateAnswered":"2023-08-25T23:58:23+00:00","acceptedAnswers":[{"commentID":392688,"body":"

Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109474,"type":"question","name":"Help with date calculation formula","excerpt":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the resolution date is blank I want it to use the current date in the calculation to see how long this issue has gone unresolved. Any help is much…","snippet":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the…","categoryID":322,"dateInserted":"2023-08-25T16:29:39+00:00","dateUpdated":"2023-08-25T16:29:59+00:00","dateLastComment":"2023-08-25T23:01:30+00:00","insertUserID":165688,"insertUser":{"userID":165688,"name":"Nwest","title":"Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Nwest","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ukHVZ18ImX4!BcjWAe8S9SY!l7iQo_PZHOx","dateLastActive":"2023-08-25T17:22:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":165688,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3385987269,"url":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109474,"commentID":392687,"name":"Re: Help with date calculation formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392687#Comment_392687","dateInserted":"2023-08-25T23:01:30+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T17:04:22+00:00","dateAnswered":"2023-08-25T16:36:59+00:00","acceptedAnswers":[{"commentID":392622,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=IF([Date Reported]@row <> \"//www.santa-greenland.com/community/discussion/104305/\", IF([Resolution Date]@row = \"//www.santa-greenland.com/community/discussion/104305/\", NETDAYS([Date Reported]@row, TODAY()), NETDAYS([Date Reported]@row, [Resolution Date]@row)))<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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