Financial Services

Discussion List

  • 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…
    474 views 8 comments Most recent by Andrée Starå 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…
    2737 40
    2.7K views 40 comments Most recent by Valerie Legris Formulas and Functions
  • Resource View by Project
    In Using Smartsheet
    Hi I wonder if anyone might be able to shed some light on an issue I'm experiencing. I'm a new Smartsheet user so I could well be doing something wrong or expecting Smartsheet to work in a way that it doesn't. I'll set out the issue below…
    574 7
    574 views 7 comments Most recent by Eben Gay Using Smartsheet
  • Multiple criteria in a row for VLOOKUP
    In Formulas and Functions
    I am trying to create a report from data with multiple criteria in a row. The objective is to return the residual risk value for each combination of risk + strategic initiative. In Excel, I was able to accomplish what I am looking for with…
    635 5
    635 views 5 comments Most recent by JeremiahHorstick Formulas and Functions
  • Sending a sheet as an attachment -- Logo Question
    In Formulas and Functions
    On the below example, is there a way to have the smartsheet logo removed and our companies logo put in its place? (Image)
    Answered - Pending Review
    13 3
    Answered - Pending Review 13 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Up/Down Arrow Colours
    In Using Smartsheet
    Hi, I wondered if there was a way to swap the up and down arrow colours? e.g. I’m applying the arrows to a spend profile and green should represent a down trend. Thanks, Del
    12 4
    Accepted Answer 12 views 4 comments Most recent by M Underbrink Using Smartsheet
  • Convert Numbers (Days) to To Year/Month
    In Formulas and Functions
    I'm trying to convert number of days to year and month. In excel I would use the following formula =DATEDIF(0,[Days closed]11,"y") &" years, "&DATEDIF(0,[Days closed]11,"ym") &" months" …
    304 4
    304 views 4 comments Most recent by @LS Formulas and Functions
  • Document Management Systems
    In API & Developers
    Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their …
    136 4
    136 views 4 comments Most recent by Brianne Laird API & Developers
  • Volunteer Allocation
    In Formulas and Functions
    Hi 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…
    62 3
    62 views 3 comments Most recent by Brianne Laird Formulas and Functions
  • Why is my multiplication formula invalid?
    In Formulas and Functions
    I am trying to create a column that multiplies the total hours by the pay rate of certain staff. In the pay rate column I have used the formula =IF(Name1 = "Sophie", "25.54", IF(Name1 = "Peta", "55",…
    2 1
    Accepted Answer 2 views 1 comment Most recent by David Joyeuse Formulas and Functions