Financial Services
Discussion List
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Has anyone used smart sheet to reconcile general ledger accounts to the subledger?In Formulas and FunctionsWanting to see if we took a report from our purchasing system and uploaded it to a Smartsheet, if it could compare to another sheet that is uploaded from a report from the finance system. I have looked through templates and template sets …Answered - Pending Review 77 views 1 comment 0 points Most recent by Genevieve P. Formulas and Functions
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Financial Year Saving Based on Implementation DateIn Formulas and FunctionsHi All, I have a sheet to track cost savings and would like the financial year savings to change based on the implementation date. The three fields are: Implementation Date - restricted date field. Savings Full Year - the overall saving…Answered - Pending Review 21 views 1 comment 0 points Most recent by Dan_Foster_1504 Formulas and Functions
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Creating Due Dates (Monthly & Quarterly)In Formulas and FunctionsGreetings I have been asked by a colleague to build a smartsheet that sets out a list of tasks to be completed and the due date of each task (to be used primarily in calendar view by the colleague to plan her time). Her due date for a ta…
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Lookup & Display First Non Empty Cell In A Range of cells within a columnIn Formulas and FunctionsI am attempting to write a formula in a header cell that returns the first Non-Blank row in a series within the related column. Excel permits this by using the Index and Match formulas but requires that "CONTROL, SHIFT & ENTER&qu…
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Approval within Email NotificationIn Using SmartsheetIs there a way to click, within the actual email notification, in order to approve a Website Change Request? I don't want to have to open ('View Request') in order to approve. Thanks.
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Text Wrapping is not working.In Using SmartsheetHi, 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…
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Resource View by ProjectIn Using SmartsheetHi 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…
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Multiple criteria in a row for VLOOKUPIn Formulas and FunctionsI 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…
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Sending a sheet as an attachment -- Logo QuestionIn Formulas and FunctionsOn the below example, is there a way to have the smartsheet logo removed and our companies logo put in its place?Answered - Pending Review 12 views 3 comments 0 points Most recent by Andrée Starå Formulas and Functions
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Up/Down Arrow ColoursIn Using SmartsheetHi, 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
