Financial Services
Discussion List
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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…
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Updating an aggregation sheet/dashboard with weekly dataIn Formulas and FunctionsHi 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…
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Best practice questionIn Using SmartsheetHello, 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 …
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Nested IF statement with CheckboxIn Formulas and FunctionsI 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, &…
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Dashboard formula counting rows within date rangeIn Formulas and FunctionsFirst 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…
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Radar ChartsIn Using SmartsheetHi, 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?
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nested ifs with greater than less than- #unparseableIn Formulas and FunctionsWrestled 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…
