Financial Services

Discussion List

  • 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" …
    647 4
    647 views 4 comments Most recent by @LS Formulas and Functions
  • Filter by color
    In Using Smartsheet
    Is it possible to filter a column by color? We use visual management extensively for some of our larger enterprise projects and filtering by color is helpful. I didn't see a way, not sure if there was a "trick". 
    3372 18
    3.4K views 18 comments Most recent by Paul Newcome Using Smartsheet
  • 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 …
    302 4
    302 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…
    123 3
    123 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",…
    23 1
    Accepted Answer 23 views 1 comment Most recent by David Joyeuse Formulas and Functions
  • Link Reference Sheet Dropdown
    In Formulas and Functions
    Is it possible to reference a list on a separate sheet for the user to select as they input data into rows?For example; activity type, client name? I have created a time sheet and would like users to reference the data in another sheet. …
    8827 29
    8.8K views 29 comments Most recent by ker9 Formulas and Functions
  • Using Smart Sheet and Web Form to manage testing
    In Using Smartsheet
    Hi, Are there any recommendations you can provide to using Smart Sheet and Web Form as workaround to traditional testing applications to manage repetitive testing (case management and result gathering) across multiple users performing sam…
    895 7
    895 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • There´s a way to copy a row to another sheet with a if formula?
    In Formulas and Functions
    Hi everyone, i have a group of four sheets and i want to copy specific rows to another sheet. I have a column called "FORMAL RECLAMACIÓN" and i want to copy the entire row to another sheet if there´s a date on this column. Is thi…
    12 2
    Accepted Answer 12 views 2 comments Most recent by Sebastian Avila Formulas and Functions
  • Email User Completed Form
    In Using Smartsheet
    I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address.  I would like to create workflow automation when a certain trigger has taken pla…
    183 3
    Accepted Answer 183 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • SUMIFS and Referencing Another Sheet (Financials) = INCORRECT ARGUMENT SET
    In Formulas and Functions
    Hello all, I'm trying to compile some financial totals for various departments into a Metrics sheet for Dashboard reporting and something is not going right. I can get the total for all departments from the referenced sheet with =SUMIF({To…
    Answered - Pending Review
    52 1
    Answered - Pending Review 52 views 1 comment Most recent by Paul Newcome Formulas and Functions