Finance

Discussion List

  • 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
    17 2
    Answered - Pending Review 17 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…
    517 views 8 comments Most recent by Andrée Starå Using Smartsheet
  • 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 5
    Answered - Pending Review 11 views 5 comments Most recent by Cat Werbeck Formulas and Functions
  • Gannt Chart With Dynamic Income/Expenses Per Task
    In Using Smartsheet
    Hi, I am a contractor and I have all of my draw payments tied to tasks (ex. beginning of drywall) and all my subcontractor payments also tied to tasks (ex. beginning of framing). I'm trying to use my project Gannt to also track my cash fl…
    Answered - Pending Review
    1 2
    Answered - Pending Review 1 view 2 comments Most recent by Aaron Skoczen Using Smartsheet
  • 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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    3K views 40 comments Most recent by Valerie Legris Formulas and Functions
  • 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: …
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    1.2K views 12 comments Most recent by Paul Newcome Formulas and Functions
  • Sharing only certain data for edit on sheet.
    In Using Smartsheet
    Hi,  I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that they can only see their customers an…
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    22 views 6 comments Most recent by Steve Rieger Using Smartsheet
  • 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…
    2K views 20 comments Most recent by JeremiahHorstick API & Developers
  • Dropdown list - Update from the dev team ?
    In Premium Apps and Integrations
    Hi everyone,   TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used...   I'm using Smartsheet more and more to provide s…
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    143 views 8 comments Most recent by Andrée Starå Premium Apps and Integrations
  • Move Rows to Another Sheet...that contain formulas
    In Formulas and Functions
    Hello!  Has anybody had experience trying to automatically move a row containing formulas to a new sheet? I am trying to pre-populate cells with formulas that would apply on a different sheet so that they will be ready to go once moved ov…
    254 views 6 comments Most recent by Will Sargent Formulas and Functions