Financial Services

Discussion List

  • Chart bug with labels
    In Using Smartsheet
    I 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…
    123 1
    123 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Link % completion and Status fields
    In Formulas and Functions
    We 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…
    865 10
    865 views 10 comments Most recent by JasonRiley80 Formulas and Functions
  • Total Sum By Month selected on Dropdown
    In Formulas and Functions
    I 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.…
    406 15
    406 views 15 comments Most recent by Paul Newcome Formulas and Functions
  • save/replace a sheet
    In Using Smartsheet
    How 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
    147 2
    147 views 2 comments Most recent by Paul Newcome Using Smartsheet
  • Formula With a date
    In Formulas and Functions
    I 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…
    15 2
    15 views 2 comments Most recent by joe.quinones Formulas and Functions
  • T-shirt size icons for visual icons?
    In Using Smartsheet
    Would 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
    89 1
    89 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • How to set up a Program of Projects
    In Using Smartsheet
    Does 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 …
    13 7
    13 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Workflow Management
    In Using Smartsheet
    How 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  
    23 1
    23 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Forms
    In Formulas and Functions
       I 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…
    12 2
    12 views 2 comments Most recent by Paul Newcome Formulas and Functions
  • Conditional Formatting Question?
    In Using Smartsheet
    Hello! 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&…
    11 4
    11 views 4 comments Most recent by Paul Newcome Using Smartsheet