Financial Services
Discussion List
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Prorated Rent Schedule Formula HelpIn Formulas and FunctionsNeed 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…
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Nonworking Days but tasks must be completedIn Using SmartsheetSo 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…
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Report Builder and Sheet Summary Report - Auto add new sheetsIn Using SmartsheetI 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…
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Automate RYG Balls based on 3 columns.In Using SmartsheetHi, 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…
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Month to Date and Year to Date spendingIn Formulas and FunctionsI 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…
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% complete is not rolling up from child to parent.In Archived 2016 PostsI was sent a Smartsheet project and am not sure how it was constructed. The % complete column for the child tasks have the amounts entered. The parent task does not report the calculated rollup from the children. I attempted to fix i…
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Additional workflow/automation actionsIn Formulas and FunctionsScenario: 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…
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Will changing a sheet name break the cell links?In Using SmartsheetI 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
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Hyperlink to a network driveIn Using SmartsheetHi - 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…
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Formula HelpIn Formulas and FunctionsI'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…
