-
RYG Arrow Colors
I 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 if we saved money on an item or lost money.
-
How do I create a predictive balance formula?
I'm not sure if this is even valid/possible, but I'm trying to create an accounting schedule which foresees upcoming payments and reflects the balance after the transaction. This image is a practice sheet with fictional values. In theory, I'd want the formula in Balance to always take the previous balance and add it to the…
-
Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…
-
Lookup Columns Between Sheets
Good day all I'm a newbie on the community. I'm trying to deal with a scenario which I thought was very common and assumed Smartsheet would have an easy way to deal with. The scenario is: we have a very simple sheet for managing customers. This sheet includes a customerID, business name, primary contact person, postal…
-
Dollar values keeping the comma delimiters
I repurposed the formula to this below. Now I have a range from 10's of thousands to 100's millions. how do I not get that final comma next to the period automatically? ="$" + LEFT([Unit price]@row, IF(MOD(LEN([Unit price]@row), 3) = 0, 3, MOD(LEN([Unit price]@row), 3))) + IF(LEN([Unit price]@row) > 3, "," + MID([Unit…
-
Need Help Sorting & Grouping "Day" Data By "Week"
I'm brand new to functions and Smartsheets in general so please bear with me as I attempt to learn with you all. I've read over the functions documentation and to be honest, it's a little over my head. I'm trying to suss out a step by step otherwise I get lost. But I'm hoping I'll get there eventually! Here's the nuts of…
-
Track inventory movement in multiple warehouse locations
Hi, We would like to track inventory movement between multiple warehouse locations, there is no need to track stock value/sales, just need to track inventory movement between locations and the inventory balance Warehouse: Warehouse A, Warehouse B Item: Item A, Item B Current Stock: - Warehouse A, Item A: 15 - Warehouse A,…
-
Refund Tracking Smartsheet- Ideas or Template
Good Afternoon Everyone, I am overseeing customer refunds for our company. Our company requires customers to make a refund preference so when there is a refund due to them, we can deliver it to them as quickly as possible. However, because many of them do not make a preference the customer refunds are returned by our bank…
-
How do I get a sum for each location (Room 600-605) excluding expired materials?
In this first image the "Complete Count QTY" column sums the materials excluding expired materials. This works perfectly. In this image you can see my attempt at getting a sum for Room 605 in the "Location Specific QTY" column excluding expired materials. This is where I have a problem. Ideally this would read 4 in the…
-
Send alert to task's assignee when predecessor task's status changes to complete
Hi all. New, enthusiastic user here hoping for some guidance. In setting up a repeating process, I have dependencies/predecessors clearly identified. Wonderful! Now, how does one set an alert/notification to auto-send to a task's assignee when the task's predecessor's status changes to "Complete"?
