Financial Services

Discussion List

  • Formula
    In Formulas and Functions
    HI Team, Do we have substitute to these symbol in Smartsheet or how we can use these function in Smartsheet ">" & i have build this formula in excel and its working fine, but i am getting error in smartsheet   IF(K$1…
    25 1
    25 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • How to right-size a Project Portfolio?
    In Using Smartsheet
    This question may be more on Project Management and Culture than it is solutioning in Smartsheet Software, but possibly some of you have done something creative in Smartsheet to help your organization. I have been with my organization for…
    11 3
    11 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • Licensed User to send an email for a row?
    In Using Smartsheet
    Do you have to be a licensed user to email a row? If that was one of the "new" changes for the unlicensed user, I did not see it in the email.
    11 views 3 comments Most recent by Paul Newcome Using Smartsheet
  • cell.format currency settings
    In API & Developers
    I'm able to successfully format a cell through the API and the compact format string, cell.format (https://smartsheet-platform.github.io/api-docs/#formatting,) except for cells with currency formats. I would like to see an example of the …
    157 3
    157 views 3 comments Most recent by Alejandra API & Developers
  • Counting cells with formulas
    In Formulas and Functions
    My underlying issue is that I'm trying to count cells that begin with a certain number.  The data that is present in my SubCategory column is a picklist.  Examples: * 106 COST BILLED IN ERROR * 110 FAILURE TO PURSUE PAYMENT AFTER INVOICE …
    31 views 3 comments Most recent by Paul Newcome Formulas and Functions
  • Prorated Rent Schedule Formula Help
    In Formulas and Functions
    Need a formula to calculate what is due per calendar year when the rent amount changes year to year (midyear)   Any help appreciated! 06/01/19-05/31/20 Total Rent Due: $175,000 06/01/20-05/31/21 Total Rent Due: $200,000 Total Rent of 20…
    30 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • Nonworking Days but tasks must be completed
    In Using Smartsheet
    So I'm setting up a smart sheet so that I have a holiday break for Christmas and Thanksgiving.  My problem I'm having is that when I go to start one task after the next, it'll start a task and carry it through the holiday break then comple…
    12 1
    12 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Report Builder and Sheet Summary Report - Auto add new sheets
    In Using Smartsheet
    I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would…
    91 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Automate RYG Balls based on 3 columns.
    In Using Smartsheet
    Hi,    I need help with finding a way to automate the RYG balls so that if no dates are input, it's white. If the first date is input, it's red. If the second date is input, its yellow. And if the final date is input, it's green.   Tha…
    34 6
    34 views 6 comments Most recent by Andrée Starå Using Smartsheet
  • Month to Date and Year to Date spending
    In Formulas and Functions
    I have a sheet which contains date and amount spent, among other things.  I want to show a MTD and a YTD metric on a dashboard.  I am assuming I need to make a new sheet with a formula pulling data from the original sheet.  I would like th…
    228 2
    228 views 2 comments Most recent by Alejandra Formulas and Functions