Financial Services

Discussion List

  • Additional workflow/automation actions
    In Formulas and Functions
    Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automa…
    31 1
    31 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Will changing a sheet name break the cell links?
    In Using Smartsheet
    I want to change a sheet name, but it is the source sheet to another sheet with cell links.  Does anyone know if the links will break, if the source sheet name is changed? Thank you, Bill
    542 7
    542 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Hyperlink to a network drive
    In Using Smartsheet
    Hi - I have a document stored on a shared network drive that I would like to be able to insert a hyperlink to. Is this possible with Smartsheet? The sheet appears to only accept web addresses as hyperlinks rather than file locations (for e…
    783 3
    783 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Formula Help
    In Formulas and Functions
    I'm having trouble putting together a correct formula or workflow to do certain tasks. I have a rent tracker spreadsheet and want a formula to basically say "When it's 30 days prior to the Rent Increase Date then automatically turn th…
    11 3
    11 views 3 comments Most recent by Paul Newcome Formulas and Functions
  • Updating an aggregation sheet/dashboard with weekly data
    In Formulas and Functions
    Hi all, I'm struggling to think of a way to aggregate data that changes weekly. I will try and describe as best as I can!  We have a sheet that financial advisers fill in weekly (separate sheet for each adviser) to show various informat…
    285 7
    285 views 7 comments Most recent by Andrée Starå Formulas and Functions
  • Best practice question
    In Using Smartsheet
    Hello, I'm new to Smartsheet as of this week and am getting the hang of things, so please bear with me: What I have: * Large datacenter project involving nine teams* technology inventory for each team * Risk Register report * Migration …
    11 1
    11 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Nested IF statement with Checkbox
    In Formulas and Functions
    I have 3 fields.  2 fields are checkboxes and 1 is text.   Active (checkbox) Not Active (checkbox) Complete (Yes/No) I want to write a nested IF statement that if either are checked it provides a Yes / No response. IF(ACTIVE = TRUE, &…
    172 2
    172 views 2 comments Most recent by Paul Newcome Formulas and Functions
  • Dashboard formula counting rows within date range
    In Formulas and Functions
    First post, Longtime SSheet user but new to formulas and stuck on this last one for a dashboard.  I am trying to count rows where the due date is within a range, the form created date is within 14 days of the due date and the status is no…
    93 3
    93 views 3 comments Most recent by Paul Newcome Formulas and Functions
  • Radar Charts
    In Using Smartsheet
    Hi, I think the graphs implemented last year were an excellent and needed set of features.  I still however have to use PowerBI for some of our charts.  This is problematic.  Can we get Radar Charts into the Graph Types?
    264 1
    264 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • nested ifs with greater than less than- #unparseable
    In Formulas and Functions
    Wrestled with this enough.  Need to call in a friend.  Can anyone figure out what is wrong with my formula?   =IF([Last review date]1> 365), "Red", IF(AND([Last review date]1 < 365, [Last review date]1 > 275), "Ye…
    83 9
    83 views 9 comments Most recent by Paul Newcome Formulas and Functions