Financial Services
Discussion List
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Count only outstanding itemsIn Formulas and FunctionsI have a Request Management sheet with a Form that we used to track tasks. They template came with a Metric sheet that is very useful. One of the metrics on this Metrics sheets counts items by assigned person. I want to update that to c…
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Lookup & Display First Non Empty Cell In A Range of cells within a columnIn Formulas and FunctionsI am attempting to write a formula in a header cell that returns the first Non-Blank row in a series within the related column. Excel permits this by using the Index and Match formulas but requires that "CONTROL, SHIFT & ENTER&qu…
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Document Checklist(s)In Formulas and FunctionsHi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. W…
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Has anyone else had a problem when moving Smartsheet windows to a 2nd monitor?In API & DevelopersWhen I need to work in multiple sheets, I find it easier to open several sessions of Smartsheet and have one on monitor 1 and one on monitor 2. But when I'd like to move the session I have open on monitor 2 over to monitor 1 and nest it a…
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Smartsheet for Insurance SolutionsIn Using SmartsheetGood Afternoon, I wanted to check to see if there are any users in the Property & Casualty Insurance Industry and if so, could you share what you are using it for? I am a new user and still learning all its capabilities. I see that the…
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nesting If. Can't figure out why I get unparseable errorIn Formulas and FunctionsHere is my formula. It is in a project plan: =IF(TODAY() > [End date]1, [% Complete]1 < 100%, "At Risk", "On Time")
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Forms - CustomizationIn Using SmartsheetI have created a form from a Smartsheet and when I preview it, it appears to be correct. I have left out columns that I do not need to have a user enter. These are a checkbox column and also three columns at the end which I use for formula…
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Adding Positive ParentsIn Formulas and FunctionsHello all, I am trying to set a formula up that adds the sum of several Parent lines, but only if they are positive. Adding all parents under one banner i use the Sum(Children) however, I tried to add only positive parents by using a Sum…
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Adding a new Column to multiple workbooksIn Using SmartsheetI have used the same template to create a tracking system throughout our company and now have 25 sheets. I have been asked to add a column to the template and all existing workbooks. Does this need to be done manually one at a time?
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Help With NotificationIn Using SmartsheetI cannot get a notification to fire to the name in the "Assigned To" column when a new row is added. Screenshot is attached. Automation Permissions are set to "Unrestricted" The contact is shared to the sheet My p…
