Filippo✭✭

Works perfectly, thank you Paul and Genevieve!!!

@Paul Newcome the formula provided by Genevieve P. above worked, but it is only good to exclude 1 user. If I have to exclude other users, I have tried to implement the "AND function", as you have indicated, but I get an error saying "#INCORRECT ARGUMENT SET". I bet there is something small to adjust.....what do you think I…

Nice try Lucas. The issue with this formula, is that the data is coming from another sheet. The data for "{Trial Lead}" is coming from a different sheet. While the "[Unique Row ID}" is a helper column in the same sheet I am working on, to auto-number each row.

Very clever Lucas! Simple IF statement logic. It works perfectly, thanks!!!

Hi @Genevieve P. , you misunderstood my request. I am not asking how should I be notified from Smartsheet. In any case, I found a way around this issue, so i am all set.

@Peggy Parchert sorry perhaps i had included the wrong Peggy in this post. See my latest note above from 4/5, i hope you can help!

@Peggy I noticed that you haven't responded to my message from 4/5, perhaps because i forgot to include the "@" symbol next to your name. Can you please look at the document i have added on 4/5?

I have created an excel version of the sheet and attached the same here. Perhaps I should have displayed the data vertically, as you did, but I wanted to give you the real experience of what I am looking at. As a reminder, although we are in "April" we are reconciling last month's financial data, so the "Current Month" is…

Hey Peggy, I found a problem with the above formulas, for the month of "December". As you can see from the attached screenshot, it is calculating the YEAR as 2023 instead of 2022. I have to admit that i don't understand the logic in the formulas, but i have tried to change the "Current Month" from +11 to +12, but that…

Thank you Peggy, those formulas are exactly what I needed! Problem solved.