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Cell Value Capture for Monthly Reporting
Hello, I am trying to build an executive summary dashboard and would like to capture cell values at the beginning of every month to compile on a monthly basis. I have thought about using a row copy automation however i need to build a "capture sheet" for the dashboard to reference for several data points (total invoice…
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Spreading contract value by Calendar Year based on Period of Performance start and end dates
Good evening, I am working on transitioning data from Excel to Smartsheets and am having trouble figuring out the Smartsheet equivalent to a formula I have used for years in Excel to spread contract value/revenue by calendar year as follows:…
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Workflow Automation: Copy changes to a new sheet
I manage a smartsheet that has a 2yr rolling forecast for 1,000+ expenses. At the end of the month, I would like to review and share all the changes that have been made to the "Cost" column. With workflow automation, I know that when a change is made to the Cost column, I can: Have the changes emailed to me at a frequency…
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Creating price tickets
Would be grateful for any guidance please. I'm looking for a way of producing sheets of price labels including a barcode that would be generated from a smartsheet. I can get all the relevant data into one smartsheet however I have been struggling to come up with a way of creating a PDF that would contain the price label…
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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I am trying to create a formula - If I Select "Yes" then multiply 25 by a specific cell.
The formula works, but it is not solving the equation and is giving me the words of the equation instead =IF([Per Diem Eligible (Yes/No)]@row = "Yes", "25*[# Nights]3", "")
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Dependant dropdown lists
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 of vendors and need to choose in vendor form their bank account. I write vendor name…
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Formula to check box if cell contains Date OR Text
I have a nested formula that currently involves one check box be checked and three date columns to contain dates in order to check-mark as 'Complete.' However, I discovered one of the date columns involved may contain text from time to time (as a date is not always applicable to this particular field). How can I revise my…
