Financial Services
Discussion List
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Chart bug with labelsIn Using SmartsheetI have some metrics being calculated in a sheet, which I'm trying to pull into a column chart in a dashboard. Everything seems to work great until I deselect the option to use the column name as a label. I don't want the column name to app…
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Link % completion and Status fieldsIn Formulas and FunctionsWe have 2 columns. 1) % completion 2) Status (not started, in progress, completed, significant delay, etc). We would like that every time we move % Completion from 0 to any number up to 100, Status gets automatically updated to &quo…
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Total Sum By Month selected on DropdownIn Formulas and FunctionsI need to be able to select to view the total cost of children by a certain month. Currently, I have the dropdown values of all 12 months. I have the formula to the right of the dropdown calculating the total cost recorded for each child.…
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save/replace a sheetIn Using SmartsheetHow do I save a sheet to an existing sheet so the sheet url is preserved? Basically creating a point in time snapshot sheet each week but I want my colleges to use the same url to view the snapshot
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Formula With a dateIn Formulas and FunctionsI am having an issue with creating a formula that will count a column if a row has a date in it. It can be any date just as long as it has a date. PgM Status is the column with the date right now I'm just counting the section that has the…
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T-shirt size icons for visual icons?In Using SmartsheetWould love to have S/M/L T-shirt icons to visually look at sizing. This would be helpful as a project manager and on a scrum team
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How to set up a Program of ProjectsIn Using SmartsheetDoes anyone have recommendations on how to setup a Program that contains multiple projects Currently, we have a Business Process Automation Program that generates multiple projects. I think the Control Center might be the solution, but …
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Workflow ManagementIn Using SmartsheetHow do I automate the workflow from Person A doing task 1 to Person B doing task 2 and at the same time automate the measure of turnaround time and not being overridden by collaborators? Thanks
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FormsIn Formulas and FunctionsI created a smart sheet that notifies the appropriate lead when someone is requesting access to a project. All the formulas, filters, and alerts are correct. The issue I'm having is when a form is filled out a new row is created the f…
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Conditional Formatting Question?In Using SmartsheetHello! I'm very new to smartsheets and have been using them for probably 6 months and I have to create a sheet with conditional formatting where the date drives the coloring of the entire row. I've watched the video's and searched Q&…
