Finance

 

Discussion List

  • Filtering on dashboards?
    In Formulas and Functions
    I'm new to smartsheet and trialing it at the moment. I have a question, I hope you can help me with: I have a portfolio of companies in a main sheet and their debt issues, and related stuff in several sheets. Rows are companies/debt issue…
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    6.5K views 53 comments Most recent by Paul Newcome Formulas and Functions
  • SUM of Only Parents in Budget Sheet
    In Formulas and Functions
    Hello! I've created a budget sheet with sub items. I figured out how to SUM the Children under a Parent line but what is the simplest way to SUM only the Parents for a Total that does not include both Children and Parents? Thank yo!
    Answered - Pending Review
    7 1
    Answered - Pending Review 7 views 1 comment Most recent by Sameer Karkhanis Formulas and Functions
  • Quickbooks & Smartsheet
    In API & Developers
    So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.  It has many application & the proof of concept exists and we use it.  We use it for an approval process (for in…
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    4.2K views 30 comments Most recent by JeremiahHorstick API & Developers
  • Dependant dropdown lists
    In Using Smartsheet
    Hi. Is it possible to create a dorpdown list that is dependent on the option selected in other column. For example, when I have list of 300 Banks with SWIFT codes . One column is Bank name, another column is SWIFT code. I also have a list …
    DIV Profile Photo DIV
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    271 views 6 comments Most recent by Joachim Mund Using Smartsheet
  • Cross-Sheet SUMIFS is returning #UNPARSEABLE
    In Formulas and Functions
    Hello, I'm having an issue with a cross sheet formula. I'm trying to build a budget tracking system in two parts. It involves a top sheet with a the sum of all expenses by category and an expense log that is a running list of expenses. …
    Answered - Pending Review
    31 4
    Answered - Pending Review 31 views 4 comments Most recent by Andrée Starå Formulas and Functions
  • Active turn around times by status of a row
    In Formulas and Functions
    I was wondering if theres a way/formula to track the amount of time a line stays in a certain status. For example - If we are using a line to track the life cycle of a contract we would have a created date field and a contract status field…
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Bassam Khalil Formulas and Functions
  • Apostrophe added on mass insert thru CDATA
    In API & Developers
    Hello, We are currently using a third party tool CDATA to upload excel data to a smartsheet. When any numeric data is entered, an apostrophe is always added to the beginning of the string. Upon checking the logs, CDATA is not sending an a…
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    209 views 6 comments Most recent by Jeff Zumaris API & Developers
  • Formula for Actual duration excluding duplication
    In Formulas and Functions
    Hi Community, I am trying to calculate the actual duration starting from a list of Start and End dates. What I am trying to achieve is to exclude duration overlaps in order to get the actual effort days only, but including not contiguous…
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    154 views 28 comments Most recent by Cathy Byrne Formulas and Functions
  • Total Cost Based on Date of Task Being Finished
    In Formulas and Functions
    I am working on charting out dev tasks and need to display what our expected total monthly cost would be based on the tasks finished each month. I am struggling to find out a good way to have this either permanently displayed or easily acc…
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    156 views 3 comments Most recent by Genevieve P. Formulas and Functions