Financial Services
Discussion List
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Avoid access to smartsheet when request for updateIn Using SmartsheetFirst of all, english is not my native langage, please excuse my mistakes. Hello all, I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able …
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Sheet exceeded the maximum recommended sizeIn Using SmartsheetHas anyone received this error message before? What are the options for large data?
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Sending Multiple lines for Approval at one timeIn Formulas and FunctionsHi, has anyone figured out a way to send an approval request for more than one row at a time? I have rows that all need approved that need to be sent in the approval request along with their information, much like a daily notification of …
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Is There Really No Built-in Log\NL Function?In Archived 2017 PostsMy team and I are trying to implement our escalation algorithm in smart sheet but it would seem that SS can't compute natural log in formula. Are we missing something; Why is the SS math library so dumbed down? Below is the formula in E…
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Track Daily Variance Between Forecast to Actuals Across Multiple Cells and Sheets into Master ViewIn Formulas and FunctionsHello, I am desperate for some guidance on the best way to handle my situation. First, I have 2 sheets that I'm attempting to provide an executive view for: * First sheet is a forecast that indicates the number of people we should be tr…
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Sights Dashboards - gantt chart reports are formatting weirdlyIn Archived 2017 PostsOk I don't know what other term to use...but on every dashboard the gantt chart reports have all reformatted themselves to make whatever column in the middle of the report HUGE...and shrinking the gantt chart part to a very small and kind …
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Project Approval Received / Master Project Sheet PopulatedIn Formulas and FunctionsI'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be cop…
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IF formula with allowable varianceIn Formulas and FunctionsI need to write a formula that will put Yes in the column if the Quote and Invoice values are within $5 of each other, or if the Quote Frequency is recurring. Here is what I have so far, but I can't figure out how to add the allowable v…
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Return value in Parent Cell for Child valueIn Formulas and FunctionsI have been trying to use the Index & Match function to automatically populate in the Parent row based on the status of a Child row, however, the formula will not pick up the Child status. For example, I want the STATUS column of the …
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Linking Reports in different sheetsIn Using Smartsheethi guys background: I work for an investment management company. Internally we have about 6 different reports that are interlinked in this manner Report 1: the starting point is an events or presentation calender Report 2: the actual pr…
