Financial Services

Discussion List

  • 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",…
    52 1
    Answered ✓ 52 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. …
    10103 29
    10.1K 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…
    1067 7
    1.1K 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…
    13 2
    Answered ✓ 13 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…
    235 3
    Answered ✓ 235 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
    67 1
    Answered - Pending Review 67 views 1 comment Most recent by Paul Newcome Formulas and Functions
    In Formulas and Functions
    HI,   I have a formula  =IF(E3>0,E3-C3,TODAY()-C3) this works great in excel but in smartsheet it comes back with #INVALID COLUMN VALUE  can anyone help fix this issue?? Please see attached excel with formula in Column D  Thank you …
    258 12
    258 views 12 comments Most recent by Andrée Starå Formulas and Functions
  • Accounting Practice workflow
    In Using Smartsheet
    Has anyone created worksheets to keep track of Client tasks for an accounting Practice? Trying to keep up with all of the assignments and tasks in one central place  
    309 7
    309 views 7 comments Most recent by David Cramp Using Smartsheet
  • VLOOKUP? Array? Collect? Match?
    In Using Smartsheet
    Hi! So--I have basic formula knowledge but feels like I'm outside my wheelhouse. All I want to do is return a specific start date based on a couple criteria: Week (1-7, beginning 2/20/20) Start time (morning, midday, night) Note: all m…
    68 2
    Answered ✓ 68 views 2 comments Most recent by kolfinna Using Smartsheet
  • Formula to check box if cell contains Date OR Text
    In Using Smartsheet
    I have a nested formula that currently involves one check box be checked and three date columns to contain dates in order to check-mark as 'Complete.' However, I discovered one of the date columns involved may contain text from time to tim…
    4967 4
    Answered ✓ 5K views 4 comments Most recent by Paul Newcome Using Smartsheet