Sales Totals By Year and Month
I'm trying to summarize our sales totals by year and then by month, based on a joining of the year and month from a "current ready to ship" date column. I'm using this for the January 2017 total cell: =SUMIF(yearmonth14:yearmonth51, LEFT(@cell, 9) = "2017 - 1", [P.O. AMOUNT]14:[P.O. AMOUNT]51) This method works just fine,…
Collapsing option for filter
Hi. It would be very helpful, if there would be an additional option within filters. With the help of this option it should be possible to preset the collapsing in the filtered list. E.g.: Option is set to level 2 => the filtered list is reduced to levels 1 and 2 but single lines can be expanded to deeper levels (if…
Formatting with alerts
I need to do the combination of formatting with and alert, but seem to have hit a wall. If column "delivery type"= selection "o" and column "1st delivery" has a date that is past due then turn "1st delivery" to red and send an alert to the contact in columns "PM" and a particular individual. Any help would be appreciated.
Smart Sheets Merge with Google Docs
HI I started to use the merge Feature to get my sheets into a Proper form so i can send it as an invoice to my customer (as Per link Below ) https://www.smartsheet.com/videos/work-smart-webinar-merge-data-from-smartsheet-into-google-docs but my issue is that when im trying to send it in 1 pdf / 1 form for Mutiplel Row…
Link to cells in a different sheet
Hi SC, I need to link cells across two different sheets and I am looking for a way to avoid having to create the link one by one. The cells to be linked are located in adjacent columns so ideally, I would just need to create the first link for the first column and then drag the formula through all the columns. I tried it,…
Hi, does anybody have a template that they are prepared to share for an effective 'Strategic Sales Plan' by customer. I could create a new sheet easily enough but then thought there may be some best practice amongst the community that might help me avoid any pitfalls. Thanks in advance. Si.
Restrict to List values only
I noticed when I create a drop down list for contacts and select "Restrict to list values only" it works great in the main sheet, but when I view the same column in a report it is not restricted to list values only. All the contacts shown on that sheet also shows in that list. Am I doing something wrong? or is there a…
ISO 9001 2015
Hi All, Andy here and I'm new to the community, so apologies if this has already been answered. Does anyone know if there is a way of importing the ISO standards into a sheet? I'm aware that they don't all need evidencing, but I would like to try and do this. Best wishes. Andy
Highlight Changes in Free Trial?
I'm trying Smartsheet out Cross-Departmentally. I'd like to be able to see the changes, but don't see the 'Highlight Changes' option in the Free Trial. Am I missing something? Thanks! -Cindy
New Template(s) for The Public
I want to get this template to smartsheet for the community. Its for a family event with multiple data such as room availability, price, tax deduction, package and room assignment with form. Don't know how to donate this, but I would love to as its great for family get togethers. Won't do another one for 4 years cuzz it…