Financial Services
Discussion List
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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…
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DAYS360 FormulaIn Formulas and FunctionsI'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…
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Countifs with findIn Using SmartsheetI 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…
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Login and toggling between sheet very slowIn Using SmartsheetJust 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…
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If with dropdown listIn Formulas and FunctionsI'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…
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HelloIn Using SmartsheetHello 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.
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FormulaIn Formulas and FunctionsHI 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…
