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Finance
Discussion List
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First post 01/20/20,Last post 01/22/20I have my cashflow forecast on Smartsheet, and i have a formula which looks at the balance on the row above to apply the balance for the current row as follows =BALANCE1350 + [in's]1351 - [out's]@row. When i shift the row up or down within…Formulas and Functions313AbbyT -
SUMIF by Vendor and DateAnsweredFirst post 01/17/20,Last post 01/22/20I am new to Smartsheets and cannot figure out the formula for a particular SUMIF. Basically, I need the total by Vendor & Year. I have an incredibly long list of invoices that I've imported into Smartsheets, and want to be able to use …Formulas and Functions293cnikkih
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First post 09/30/19,Last post 01/15/20Does anyone know if there's a way to limit form access to a specific person or group of people. Or, is there something in the works at Smartsheet to address this? Looks like there is currently two options. * Anyone * Anyone with a Smart…Using Smartsheet305aaron.fye73391
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Alessandro Terranova 49 views 27 comments 0 points Most recent by Alessandro Terranova Formulas and FunctionsFirst post 11/01/19,Last post 01/14/20Hi 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…Formulas and Functions4927Alessandro Terranova
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Multiple IF function pull from multiple cellsAccepted AnswerAccepted Answer Jasmine Brown 42 views 6 comments 0 points Most recent by Andrée Starå Formulas and FunctionsFirst post 12/24/19,Last post 01/14/20I am working on a spend tracker and i am having trouble pulling currency conversions from other cells in the row. I need the 'committed amount in USD' to pull from the correct currency conversion cell depending on the currency selected. cu…Formulas and Functions426Jasmine Brown
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First post 11/07/19,Last post 01/03/20My company is using a Smartsheet which uses custom columns fed by a request form. The purpose of this sheet is to process and track product enhancement requests, and occasionally we will migrate JIRA tickets into the process as well, whic…API & Developers352AllenG
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First post 12/06/19,Last post 12/06/19Hi all, We have contact columns that we are trying to add hundreds of contacts too. The number is not above the limit specified by Smartsheet that I found; however, names continuously disappear. For example, User A may be able to drop-…Using Smartsheet413atfrost -
First post 12/05/19,Last post 12/06/19Hi, I need help to solve this puzzle. I'm using this sumif formula =SUMIF({Supplier Invoice register Order Number}, [PO Main Contract]10, {Supplier Invoice register value}) to sum up the total value of invoices against a particular o…Formulas and Functions323kane.godfrey
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First post 12/04/19,Last post 12/05/19Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…Formulas and Functions402KDub618
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First post 12/04/19,Last post 12/05/19Hi All! I am at a loss at how to even start this design. I have approximately 15 tasks that occur every month on the same BUSINESS day I have another 5 tasks that occur on the same business day every quarter. I would like to…Using Smartsheet322Jeager
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First post 12/02/19,Last post 12/03/19Hello! I am wondering if anyone can help me with a formula build. I have two sheets that have checkbox columns and unique codes. What I want to do is on one sheet, when all checkboxes are checked that have a unique code in the row to auto…Using Smartsheet601tkearney64301
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First post 02/14/19,Last post 12/03/19Hi, all. I have recurring expenses monthly and it would be cool if I could have a new entry appear every month. Is there a way to do this? Thanks!Using Smartsheet189Bret Linford
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First post 11/30/19,Last post 12/02/19Hello My organization has finalized our 2020 Capital Ex Budget. Starting in January 2020, I want to create a Capital Exp Form that provides the options that were approved for the 2020 Cap Ex Budget. For example, the form would be set up …Using Smartsheet251Nillie D
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First post 11/25/19,Last post 11/26/19Sending a single update request does not always generate a response because many people are not good about answering all their emails, and then it gets lost in old email. I'd like to generate a daily update request that begins on a set day…Using Smartsheet322DanR
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First post 11/26/19,Last post 11/26/19Hello, I have problem with the dates in the formula below (in sheet summary) =AVERAGEIF([Date of request]:[Date of request], >07.01.2019, [Completed in days]:[Completed in days]) The Smartsheet returns me the value 0 that is wrong ca…Formulas and Functions163Pilarmonia -
First post 11/19/19,Last post 11/25/19Hi! I am attempting to generate a formula to mimic the one I created using conditional formatting (essentially, I would like to automate the conditional formatting trigger). Here's how I would like the sheet to work. Based on the "…Formulas and Functions212Wydrikus
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First post 11/21/19,Last post 11/25/19Hello, I am desperate for some guidance on the best way to handle my situation. First, I have 2 sheets that I'm attempting to provide an executive view for: * First sheet is a forecast that indicates the number of people we should be tr…Formulas and Functions371cyndi_walker108886 -
First post 08/02/19,Last post 11/25/19Hello all, I work in company established in Germany. So my english writing can confuse you. I am new here and want to ask a question regarding the workflow / alarm tool. The automated mails are linked to a formular or the receiver gets …Using Smartsheet222u.brinkrode98571
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First post 11/14/19,Last post 11/19/19Hi guys, I am trying setting up a new report for my team which will allow them to bring through project activities based on the following criteria: * The week the activity happened in is before today's current week. * The RYG status is r…Formulas and Functions224Marcus
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Jörg Schmidt Novum Hospitality 11 views 1 comment 0 points Most recent by Genevieve P. Formulas and FunctionsFirst post 11/15/19,Last post 11/18/19Hi everybody, I use a contact list in a web formular. Unfortunately, it is not possible to write a new email address into the drop down list which is not yet included in the list. It simply disappears after writing it + Enter. Is there a…Formulas and Functions111Jörg Schmidt Novum Hospitality
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First post 11/12/19,Last post 11/15/19The new policy has change the rules, Free Users are no more able to send line of a Sheet . There are some Workspaces where you can ten or more free user who need that to share. And 120€/users is to expansive now to do it. I send 2 reque…Using Smartsheet286Tristan RAMAGET
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First post 01/28/16,Last post 11/14/19When some staff doesn't need access to everything in a workspace, how do I share only selective sheets? Please help. Thank you!Archived 2016 Posts114Remi
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First post 11/14/19,Last post 11/14/19I would like to recommend an additional option to swap the red and green arrows so that there is an option for red arrow = up and green arrow = down. This is helpful for budgeting in project management where at a quick glance you can see …Using Smartsheet251volchic16
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First post 11/11/19,Last post 11/12/19I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be cop…Formulas and Functions211Brad Huff
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First post 11/05/19,Last post 11/06/19I need to write a formula that will put Yes in the column if the Quote and Invoice values are within $5 of each other, or if the Quote Frequency is recurring. Here is what I have so far, but I can't figure out how to add the allowable v…Formulas and Functions161acornies
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First post 11/04/19,Last post 11/06/19Hi, I have created a report to use on a dashboard for showing the number of job cards to print for our workshop. The report is shown below, and you can see that there are different amount of jobs to be printed for each workshop: (Image) …Formulas and Functions173grant53396
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First post 11/01/19,Last post 11/01/19Hi community, hope somebody may be able to help. I am trying to link a % of completion column with a progress bar. Formula is as follows: =IF([% complete]1 = "0", "Empty", IF(OR([% complete]1 > "0", [% c…Formulas and Functions175Alessandro Terranova
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First post 10/30/19,Last post 10/30/19hi guys background: I work for an investment management company. Internally we have about 6 different reports that are interlinked in this manner Report 1: the starting point is an events or presentation calender Report 2: the actual pr…Using Smartsheet163Vuyi
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First post 10/16/19,Last post 10/29/19We have a collection of projects that were created some time ago. Since the projects were created, the blueprint those projects were based on have had some additional template sheets added. Is there a way to incorporate those new template …Using Smartsheet231Doug L
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Jörg Schmidt Novum Hospitality 21 views 4 comments 0 points Most recent by Andrée Starå Using SmartsheetFirst post 10/15/19,Last post 10/28/19Hi, currently my team (4 members) uses one excel file to save information about insurance incidents (task tracking with regularly action documentation f.e. what have craftsmen done, has insurance paid a.s.o). It takes a few month until …Using Smartsheet214Jörg Schmidt Novum Hospitality
