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actual and forecast sales per month
I am trying to create a dashboard to show sales reveunues actual and projected. I have a column expected close date which I want to use for the forecast but the dates vary and although I can use month to get a numerical indicator of each month I cant work out how to create a formula which would capture all dates and…
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Populate a drop down based on date in other columns
Is it possible to auto-populate a drop down based on a date being entered over a range of columns? Example: Column 1 (Drop Down) Pending (Date) Review (Date) Released (Date) Pending 2/21/19 Review 2/12/19 2/19/19 Released 2/12/19 2/19/19 2/21/19 So what I am looking for is if there is only a date in Pending, then Pending…
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VLOOKUP/Matching/Collecting
Hi there, When a prospective customer fills out an online form and provides us with information, I want to be able to automatically match the specified services to one of our advisors from a separate database I have built. I understand VLOOKUP for one search value from one lookup table, but how can I specify multiple…
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New Row Formula Issues/ Default New Row Feature?
I'm looking to take a Smartsheet I created for my department and to share it with other teams. It's fairly simple, but I have a few formulas doing some stuff: * A Status Ball that syncs with the status text. * A formula in a PARENT_PROJECT =(PARENT([Project]@row)) that syncs with the Parent Project name so that I can use…
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Harvey Ball Formula
Needing a formula to turn Harvey Red, Yellow, and green. If sold box is checked = green. If Quote Submitted day is over 14 days, AND sold is NOT CHECKED = yellow. And if Quote submitted date is over 30 days past, AND SOLD is not checked = red. I have the green part correct =IF((Sold@row = 1, "Green"). Having trouble with…
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Hyperlink to a server (referencing cells that tell it where on the server it is)
Good morning, When I use excel, I have the ability to combine several cells together using the "HYPERLINK" formula, and am able to get a link generated automatically where it will point to an outside server and folder I'm working with. Excel does it perfectly, but I'm using SS to track things within a team. But it's 2…
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Check the box if it's a Monday
I have a [Due By] date column and a [Monday] checkbox column. I'm trying to create a formula that will check the box on any [Due By] that is a Monday. I got as far as getting the box to check if today is Monday: =IF(WEEKDAY(TODAY()) = 2, 1, 0) But can't figure out the rest. Thanks for your help!
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Checkbox in Column if RYB is Red or Yellow, Not checked if Green in Risk Column
Hello, I am new to using formulas and am struggling with trying to automatically check a checkbox in one column if, in the Risk column, the RYG risk is red or yellow, not checked if risk is Green. I am able to get the following formula to work for red and yellow: =IF(OR(Risk1 = "Red", Risk1 = "Yellow"), 1, 1) I am not able…
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Request type by project
Hello, I'm having difficult trying to report on metrics that would outline the following: Identify the number of request types by project For example, if you have 5 projects, all named differently and 2 request types (new/existing) and you wanted to report in a sheet, to then carry over to a dashboard the number of…
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Cross-sheet formula
I would like for sheet to auto populate certain fields based on entering in a "property name" When I enter a property name, I would like for it to access the fields from another sheet that has that property name, and input values for that property. would I use a =vlookup? Thanks for you help! SGF
