Trending in Formulas and Functions
-
How to reference column name pulled from formula
I'm trying to pull a date from columns based on the number in the helper column. I know I can do this with nested IFs, but is there a way to change which column I'm pulling the value from? My column Start Date should be whatever the column is based on the Index. So for the first column below, since Index is 3, it should…
-
Conditional Formatting Based on 2 Date Columns, with or without Helper Column
Hi! I've scoured the Community posts, and can't find exactly what I need. I am managing a membership list and need to flag when memberships expire before or on a specific date (06/29/2023) so I can contact those members. I have one column with their membership expiration dates, a second column with the 06/29/2023 deadline,…
-
CRM Templates and Formula for tracking company change
Hello all, Two part question: What success have you had using the Smartsheet CRM templates? We have decent adoption with Smartsheet, and no adoption with salesforce, so are looking to do our CRM in Smartsheet and leverage the data we already have (client info, contracts, etc) Second, I am looking for a way (formula,…