资产等ement - Best Practice

Mark Hibyan
edited 04/04/22 inSmartsheet Basics

Hello Smart People -

I’m building a simple asset management solution. I want to track assets as they move between locations using barcode scans only. I have a “live” sheet that has the current locations, updated as each asset is scanned into a new location. Each asset is only listed once here. I then have an “archive” sheet that keeps track of all histories – copied from the “live” sheet every time the location of the asset changes, and records a date / time stamp (creation date).

What I’m struggling with now is the best way to organize this to easily see A) the lifecycle of an asset (time spent at each location), and B) the average times all assets spend at each location (e.g. Location A = 6.2 days, Location B = 3.8 days etc.). I can create filters on the “Archive” sheet to easily see the assets as they update, but I want to see duration (days) at each location - and summarize that into some metrics. Any ideas on best practices here? Creating an archive sheet for each asset is not manageable, and I'm struggling with the formulas to summarize the time spent per asset, and by location.

Thank you!

Mark

Best Answer

  • Mark Hibyan
    Answer ✓

    I answered my own question here using formulas to identify the previous location of an asset and the time it spent at that location. I then created a "staging" sheet where those formulas process data, and then copied the static values into a final "archive" sheet - which I base my reports off of.

Answers

  • Mark Hibyan
    Answer ✓

    I answered my own question here using formulas to identify the previous location of an asset and the time it spent at that location. I then created a "staging" sheet where those formulas process data, and then copied the static values into a final "archive" sheet - which I base my reports off of.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Mark Hibyan

    Thank you for posting your solution! I'm sure this will help someone else looking to achieve the same thing.

    Cheers,

    Genevieve

@ocanel<\/a> <\/p>

Excellent, and yes, I am too! Thanks!<\/p>

I'd recommend using Dynamic View.<\/p>

Share it with your company domain.<\/p>

When the user accesses it, they would only see their own submissions.<\/p>

More info.<\/p>

\n \n https:\/\/help.smartsheet.com\/learning-track\/integrations-and-add-ons\/dynamic-view\n <\/a>\n<\/div>

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

Remember! <\/strong>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":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":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":324,"urlcode":"community-platform","name":"Community Platform"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":108733,"type":"question","name":"Combining multiple IF(OR statements","excerpt":"I'm trying to combine these three functional IF(OR statements into a single working formula: =IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"), \"08\/24\/2023\") =IF(OR(Webinar@row = \"Session 2|Afternoon\", Webinar@row = \"Session 2|Evening\"), \"08\/29\/2023\") =IF(OR(Webinar@row = \"Session 3|Afternoon\",…","snippet":"I'm trying to combine these three functional IF(OR statements into a single working formula: =IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"),…","categoryID":321,"dateInserted":"2023-08-09T15:03:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-09T15:39:06+00:00","insertUserID":154566,"insertUser":{"userID":154566,"name":"Draykov","url":"https:\/\/community.smartsheet.com\/profile\/Draykov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YUD6MF5OSNWQ\/nCTGFDW964F4K.png","dateLastActive":"2023-08-10T16:01:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":154566,"lastUser":{"userID":154566,"name":"Draykov","url":"https:\/\/community.smartsheet.com\/profile\/Draykov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YUD6MF5OSNWQ\/nCTGFDW964F4K.png","dateLastActive":"2023-08-10T16:01:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":43,"score":null,"hot":3383190758,"url":"https:\/\/community.smartsheet.com\/discussion\/108733\/combining-multiple-if-or-statements","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108733\/combining-multiple-if-or-statements","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108733,"commentID":389831,"name":"Re: Combining multiple IF(OR statements","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389831#Comment_389831","dateInserted":"2023-08-09T15:39:06+00:00","insertUserID":154566,"insertUser":{"userID":154566,"name":"Draykov","url":"https:\/\/community.smartsheet.com\/profile\/Draykov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YUD6MF5OSNWQ\/nCTGFDW964F4K.png","dateLastActive":"2023-08-10T16:01:00+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-09T15:33:00+00:00","dateAnswered":"2023-08-09T15:20:07+00:00","acceptedAnswers":[{"commentID":389820,"body":"

Hi @Draykov<\/a>,<\/p>

This is an easy fix - you have some brackets in the wrong place which is causing the IF statements to not be nested properly. When combining the individual IFs, the closing brackets should end up at the end of the combined statement, with a comma separating to make the false part of the IF statement, like so:<\/p>

=IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"), \"08\/24\/2023\", IF(OR(Webinar@row = \"Session 2|Afternoon\", Webinar@row = \"Session 2|Evening\"), \"08\/29\/2023\", IF(OR(Webinar@row = \"Session 3|Afternoon\", Webinar@row = \"Session 3|Evening\"), \"08\/31\/2023\")))<\/p>

Give this a whirl and it should work for you - if there are still issues then post what error you're getting! 😊<\/span><\/p>"},{"commentID":389821,"body":"

Hey @Draykov<\/a>. Looks like it's just placement of parentheses! Try the below<\/p>

=IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"), \"08\/24\/2023\", IF(OR(Webinar@row = \"Session 2|Afternoon\", Webinar@row = \"Session 2|Evening\"), \"08\/29\/2023\", IF(OR(Webinar@row = \"Session 3|Afternoon\", Webinar@row = \"Session 3|Evening\"), \"08\/31\/2023\")))<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108706,"type":"question","name":"How do I make a date turn red if past due and start actual is not checked?","excerpt":"","snippet":"","categoryID":321,"dateInserted":"2023-08-09T04:13:33+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T01:31:52+00:00","insertUserID":164812,"insertUser":{"userID":164812,"name":"Tameka","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Tameka","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T01:31:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164812,"lastUser":{"userID":164812,"name":"Tameka","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Tameka","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T01:31:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3383187325,"url":"https:\/\/community.smartsheet.com\/discussion\/108706\/how-do-i-make-a-date-turn-red-if-past-due-and-start-actual-is-not-checked","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108706\/how-do-i-make-a-date-turn-red-if-past-due-and-start-actual-is-not-checked","format":"Rich","lastPost":{"discussionID":108706,"commentID":389945,"name":"Re: How do I make a date turn red if past due and start actual is not checked?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389945#Comment_389945","dateInserted":"2023-08-10T01:31:52+00:00","insertUserID":164812,"insertUser":{"userID":164812,"name":"Tameka","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Tameka","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T01:31:25+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/S0XMS03T3OF3\/screenshot-2023-08-08-at-9-11-04-pm.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-08-08 at 9.11.04 PM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T07:37:55+00:00","dateAnswered":"2023-08-09T06:44:02+00:00","acceptedAnswers":[{"commentID":389683,"body":"

Hi Tameka,<\/strong> <\/p>

You can use conditional formatting to make a date turn red. Please you can take reference to the below screenshot.<\/p>

\n
\n \n \"MicrosoftTeams-image<\/img><\/a>\n <\/div>\n<\/div>\n

Please let me know if this works for you!<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&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":4936,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics