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Locate/Find COUNTIFS
e.g. =COUNTIFS(Recruiter:Recruiter, "Christie", [Deal Date]:[Deal Date], MONTH(@cell)= 10)
e.g. = 50
This is an example of how I identify my "deals" for the month in a sheet which lists every deal my company has made. The sheet contains thousands of lines.
Is there a way to search/locate/find or highlight these 50 deals?
How can I easily view these 50 deals, without having to search the document .. ya know...the hard way?
Thanks!
Comments
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J. Craig Williams ✭✭✭✭✭✭Christie,
A couple different options are available.
1.设置过滤器。你的公式是硬编码到be 10 (I assume you are looking at the current month). I would add a column to capture that and then filter on that (in addition to your name)
2. Create a column to check if Recruiter="Christie" and MONTH([Deal Date]) = 10 (or = MONTH(TODAY())). Either filter or use Conditional Formatting to highlight them. Or both.
3. Build a Report to show the results.
An advantage of (3) is that it is easier to setup and save a view for printing in a Report (which won't change) than a Sheet (which requires hiding unneeded columns, for example)
I hope this helps.
Craig
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Mike Wilday ✭✭✭✭✭✭I second Craig's suggestion of using a report. You will have a customizable aggregate of only your tasks/deals.
Here is an informative article on how to build a reporthttps://help.smartsheet.com/articles/522214-creating-reports
Categories
=COUNTIFS([column4]2:[column4]5,\"Qualification\",[column5]2:[column5]5,\"Q4-2023\")<\/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":106596,"type":"question","name":"Changing a font in a dashboard","excerpt":"I have a dashboard using reports and metrics widgets, using sheet summaries and grid data, but the font is too large. How do I change that? In the screenshot, the red dot and the blue dot show the data that is coming from the grid data of a sheet. Is there any way of changing the font of the blue dot?","categoryID":321,"dateInserted":"2023-06-19T13:37:23+00:00","dateUpdated":"2023-06-19T13:49:50+00:00","dateLastComment":"2023-06-19T14:36:05+00:00","insertUserID":128842,"insertUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2023-06-19T14:33:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-20T01:40:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":45,"score":null,"hot":3374370208,"url":"https:\/\/community.smartsheet.com\/discussion\/106596\/changing-a-font-in-a-dashboard","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106596\/changing-a-font-in-a-dashboard","format":"Rich","lastPost":{"discussionID":106596,"commentID":381155,"name":"Re: Changing a font in a dashboard","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381155#Comment_381155","dateInserted":"2023-06-19T14:36:05+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-20T01:40:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/HHR250SXIUPY\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T14:35:02+00:00","dateAnswered":"2023-06-19T14:34:51+00:00","acceptedAnswers":[{"commentID":381154,"body":"
OMG, I didn't click on the widget box, now I see the edit option. Thanks so much, this is going to be a game changer for me!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":106590,"type":"question","name":"Helper checkbox not working on reference sheet","excerpt":"I have multiple line items for a order in one sheet(Request Sheet) and in another sheet (Order sheet) where I have clubbed all the items in single row, based on the order ID from request sheet to order sheet I want to check the Quantity checkbox and update in the Order sheet, I tried index match formula but its not working…","categoryID":322,"dateInserted":"2023-06-19T11:07:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T16:56:49+00:00","insertUserID":153826,"insertUser":{"userID":153826,"name":"Domnic Victor","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Domnic%20Victor","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:46:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144360,"lastUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3374368455,"url":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106590,"commentID":381185,"name":"Re: Helper checkbox not working on reference sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381185#Comment_381185","dateInserted":"2023-06-19T16:56:49+00:00","insertUserID":144360,"insertUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"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\/TUXJPHZT569J\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T16:01:16+00:00","dateAnswered":"2023-06-19T13:27:24+00:00","acceptedAnswers":[{"commentID":381141,"body":"
The issue is it doesn't know whether to check the box or not check the box because there are multiple ORD0241 on the Request sheet and one is checked and one is not checked. If I am understanding correctly you want the box checked if any of the ORD0241 are checked on the request sheet. If that is correct you would need to use a countifs formula with an If formula<\/p>
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