Portfolio Metrics and Dashboards
Hey all! I just presented the new dashboard solution to the leadership team when I noticed the dashboards aren't picking up anything from the meta data sheet (which in combination with our intake sheet) creates my weekly status report template.
Any reason you guys can think of that would make all of my formulas freak out by changing the reference to the meta data sheet? Seems like it just does not want to acknowledge it's existence. Apologies for the muddled brain, but here's an example:
When the formula references the Intake Sheet, it results in a number, but it's wrong. When I try to make the formula reference the Metadata, I get unparseable.
Intake Formula:
Meta Formula:
Best Answers
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Cat Werbeck ✭✭✭✭
Boy do I wish I had a fantastic lesson learned to share- but to be honest, I just made a copy of sheet where all the other formulas were working accurately rewrote all the ones that weren't from scratch- then spent until about 5:00 this morning doing stare and compare checks on all the reports and dashboards. I'm sure there's an easier way, but frustration with myself for messing it up in the first place and stubbornness to get everything back to the starting line was about it. LOL Now at least I am ready to complete my other dashboards this weekend and maybe even give the new Work Apps preview a spin! Thanks again for replying in my hour of need tho, deeply appreciated!
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Andrée Starå ✭✭✭✭✭✭You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Answers
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Andrée Starå ✭✭✭✭✭✭
Have you looked at both of the sheets after errors in the ranges?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Cat Werbeck ✭✭✭✭
Hey there, yes- I have been staring and comparing for what feels like forever- I actually just figured out the solve. Took longer than I would like- but ty so much for answering!!
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Andrée Starå ✭✭✭✭✭✭
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Cat Werbeck ✭✭✭✭
Boy do I wish I had a fantastic lesson learned to share- but to be honest, I just made a copy of sheet where all the other formulas were working accurately rewrote all the ones that weren't from scratch- then spent until about 5:00 this morning doing stare and compare checks on all the reports and dashboards. I'm sure there's an easier way, but frustration with myself for messing it up in the first place and stubbornness to get everything back to the starting line was about it. LOL Now at least I am ready to complete my other dashboards this weekend and maybe even give the new Work Apps preview a spin! Thanks again for replying in my hour of need tho, deeply appreciated!
-
Andrée Starå ✭✭✭✭✭✭
You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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=COUNTIFS(PNS@row, 1) + COUNTIFS(EIP@row, 1) + COUNTIFS(Facilities@row, 1) + COUNTIFS([Patient Care Experience]@row, 1)<\/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":109375,"type":"question","name":"Calculate number of days and years from start date","excerpt":"I need to see how long staff have been with us, their tenure. I need this for any given dates, meaning \"today\". I have the start date, how do I get the days from that in years and days? Example: Start date is 06\/01\/2020, today is 08\/23\/2023 so the Tenure should be 3 years, 2 months, 22 days. I would take 3.2","snippet":"I need to see how long staff have been with us, their tenure. I need this for any given dates, meaning \"today\". I have the start date, how do I get the days from that in years and…","categoryID":322,"dateInserted":"2023-08-24T01:42:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T15:05:11+00:00","insertUserID":82351,"insertUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T15:03:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":82351,"lastUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T15:03:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":33,"score":null,"hot":3385732039,"url":"https:\/\/community.smartsheet.com\/discussion\/109375\/calculate-number-of-days-and-years-from-start-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109375\/calculate-number-of-days-and-years-from-start-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109375,"commentID":392349,"name":"Re: Calculate number of days and years from start date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392349#Comment_392349","dateInserted":"2023-08-24T15:05:11+00:00","insertUserID":82351,"insertUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T15:03:59+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":"2023-08-24T15:05:21+00:00","dateAnswered":"2023-08-24T15:05:11+00:00","acceptedAnswers":[{"commentID":392349,"body":"
That worked perfectly, 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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109369,"type":"question","name":"INDEXING and Validating","excerpt":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily and may span multiple years. With that said this is where I am stumped. =INDEX(COLLECT({Test Sheet 1 Range 1}, {Test Sheet 1 Range 1}, <> \"//www.santa-greenland.com/community/discussion/71866/\"),…","snippet":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily…","categoryID":322,"dateInserted":"2023-08-23T21:21:49+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:04:04+00:00","insertUserID":163519,"insertUser":{"userID":163519,"name":"Frank Hammond","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20Hammond","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-08-24T15:23:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T14:09:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":37,"score":null,"hot":3385713353,"url":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","format":"Rich","lastPost":{"discussionID":109369,"commentID":392314,"name":"Re: INDEXING and Validating","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392314#Comment_392314","dateInserted":"2023-08-24T14:04:04+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T14:09:02+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":"2023-08-23T21:50:04+00:00","dateAnswered":"2023-08-23T21:43:36+00:00","acceptedAnswers":[{"commentID":392246,"body":"
