Finance

Discussion List

  • Financial Year Saving Based on Implementation Date
    In Formulas and Functions
    Hi All, I have a sheet to track cost savings and would like the financial year savings to change based on the implementation date. The three fields are: Implementation Date - restricted date field. Savings Full Year - the overall saving…
    Answered - Pending Review
    22 1
    Answered - Pending Review 22 views 1 comment Most recent by Dan_Foster_1504 Formulas and Functions
  • Dashboard Filters
    In Using Smartsheet
    Hi All! Can we make filters or slicers in dashboards of smartsheet to make it interactive or is it only possible to have fixed visualization?
    Accepted
    23 2
    Accepted Answer 23 views 2 comments Most recent by Shubhashish Sarkar Using Smartsheet
  • COUNTIFS between dates & criteria.
    In Formulas and Functions
    Greetings Smartsheet Community,     I am attempting to cross reference another sheet and Count all the Completed tasks within a certain time frame.    So far I am successful counting the dates in the range using the following formula: …
    1640 18
    1.6K views 18 comments Most recent by Paul Newcome Formulas and Functions
  • 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…
    3967 41
    4K views 41 comments Most recent by Andrée Starå 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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    2.7K views 21 comments Most recent by JeremiahHorstick API & Developers
  • Imported Formulas from Excel
    In Formulas and Functions
    Happy Wednesday! I have been going in circles trying to figure out where this formula is going unparseable. I researched it against other similar (working) formulas in smartsheet and the Formula errors guidance- but I am still missing it…
    Answered - Pending Review
    11 6
    Answered - Pending Review 11 views 6 comments Most recent by Andrée Starå Formulas and Functions
  • Trying to create a Projections sheet and need some suggestions please!
    In Formulas and Functions
    Hello everyone. I am hoping someone may be able to give me an idea on how to create a projections sheet for our engineering projects. I would like to build it out so I can spread the total hours per staff type over the duration of the proj…
    Answered - Pending Review
    13 2
    Answered - Pending Review 13 views 2 comments Most recent by Melissa Boehl Formulas and Functions
  • Text Wrapping is not working.
    In Using Smartsheet
    Hi, I've created a new sheet and a form, I've applied text wrap to the columns that might need it and I've tested certain cells, inputting more text than the cell than would be visible.  I've clicked an unclicked the text wrap button on t…
    693 8
    693 views 8 comments Most recent by Andrée Starå Using Smartsheet