Financial Services

Discussion List

  • Project Approval Received / Master Project Sheet Populated
    In Formulas and Functions
    I'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…
    102 1
    102 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • IF formula with allowable variance
    In Formulas and Functions
    I 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…
    11 1
    11 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • Return value in Parent Cell for Child value
    In Formulas and Functions
    I 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 …
    289 3
    289 views 3 comments Most recent by Paul Newcome Formulas and Functions
  • Linking Reports in different sheets
    In Using Smartsheet
    hi 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…
    22 3
    22 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • DAYS360 Formula
    In Formulas and Functions
    I'm trying to move various spreadsheets from Excel to Smartsheet but I keep needing the DAYS360 formula.   It is very common to calculate loans based on 360 day years so monthly figures remain constant (at 30 days/mo).  I was very surprise…
    81 1
    81 views 1 comment Most recent by Alejandra Formulas and Functions
  • Countifs with find
    In Using Smartsheet
    I have 2 columns  (Stage) and (Courses) Courses is a multi dropdown, stage is a single drop down.  I want to count how many people are invited to Fundamentals 1 vs how many have completed or certified in a rollup sheet. I am either gett…
    144 5
    144 views 5 comments Most recent by Paul Newcome Using Smartsheet
  • Login and toggling between sheet very slow
    In Using Smartsheet
    Just wondering if anyone has experienced similar issues, on login we are experiencing very slow response time, once logged in we are also experiencing delay when toggling between sheets. The curious thing is that this is only happening on…
    24 1
    24 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • If with dropdown list
    In Formulas and Functions
    I'm trying to come up with the formula to dropdown only certain countries if chose certain region. I have two dropdown columns Region and Country If chose Region EMEA, country dropdown list will show DE, DK, NO If chose Region APAC, cou…
    113 4
    113 views 4 comments Most recent by Paul Newcome Formulas and Functions
  • Hello
    In Using Smartsheet
    Hello all Im new to the community and I'm hoping to be able to collaborate with you all on specific topics that may arise throughout our business community.
    11 2
    11 views 2 comments Most recent by Mike Wilday Using Smartsheet
  • 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…
    33 1
    33 views 1 comment Most recent by Andrée Starå Formulas and Functions