Financial Services

Discussion List

  • Prorated Rent Schedule Formula Help
    In Formulas and Functions
    Need 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…
    52 1
    52 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • Nonworking Days but tasks must be completed
    In Using Smartsheet
    So 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…
    16 1
    16 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Report Builder and Sheet Summary Report - Auto add new sheets
    In Using Smartsheet
    I 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…
    169 3
    169 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Automate RYG Balls based on 3 columns.
    In Using Smartsheet
    Hi,    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…
    41 6
    41 views 6 comments Most recent by Andrée Starå Using Smartsheet
  • Month to Date and Year to Date spending
    In Formulas and Functions
    I 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…
    425 2
    425 views 2 comments Most recent by Alejandra Formulas and Functions
  • % complete is not rolling up from child to parent.
    In Archived 2016 Posts
    I 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…
    2077 4
    Closed 2.1K views 4 comments Most recent by Bill Cohn Archived 2016 Posts
  • 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…
    34 1
    34 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
    757 7
    757 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…
    856 3
    856 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…
    13 3
    13 views 3 comments Most recent by Paul Newcome Formulas and Functions