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Smartsheets Budget Forecasting
Hello, I am trying to create a custom sheet. It would be a calendar with a nested daily budget. For each day of the week we would be able to update the expenses or add budget forecasting. It should also show the running monthly and yearly total.
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How do I make a Basic Cashflow Line Graph?
I have to think I am just missing something obvious, because I am having the most difficult time using the Dashboard to create a Line Graph that shows my cash flow over time. I tried using only two columns (again, this is a very basic chart) that has the dollar amount figure, and the date that the amount was recorded. My…
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I want to populate a Quote with information from a price list sheet
Hi Is there a formula or functionality that would enable me to to create a quotation using data from a price list on a separate sheet ? For instance on the price list sheet Column A ( SKU / Stock Code ) , Column B ( Description ) , Column C ( Unit Price ) . I want to fill the SKU / Stock code into the quote and have the…
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Formula to add a number in a cell based on other figures
Hi hoping for any help I can get on this. Using the image as a reference. Im trying to make [Length score] show a number between 1-4. the scenario being if the length is 30 days or less it equals 1 and between 30-90 it would show a 2, between 90-150 show a 3 and between 150-365 show a 4. Would love any help on this people…
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Removing Total Row from Smartsheet Reports
I am creating several reports that subtotal financial information by various groups (i.e. revenue, numerous expense categories, EBIT etc.). I do not want the reports to display a total row that sums all the revenue, expenses, and profit as this is misleading. Does the functionality exist to turn this off?
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Auto Populate Children Dates based on the parent first day of the month
Good evening - I am looking to create an auto date that maxes based on the month (i.e. 28 days in February or 30 days in September) based on the parent row. I originally had it by calendar year and organized by the Month as the parent, and that parent row has several values that are linked to other sheets, however, I was…
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Multi-select fields with INDEX/MATCH (or COLLECT) with multiple values
Hello fellow Smartsheet users! I am running into unique problem and more importantly finding the way to do something within Smartsheet. A little background. I build a request intake/workflow management tool for my Marketing department at a global organization. Users make Design, Content, Web, and Video requests through…
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Last day at ENGAGE!
As a new user of Smartsheet I came without big expectations. Three years ago I new about Smartsheet I was like "Why I would invest time on another Grid based platform...". I am an Excel, CRM, ERP guys.. So I passed at that point in time. However.... This has been one of the most productive conferences I have ever attended.…
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Very ENGAGING at #Engage2022
Having so much fun and learning all the things at Engage 2022 in Seattle!