Financial Services

Discussion List

  • Adding Positive Parents
    In Formulas and Functions
    Hello 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…
    36 7
    36 views 7 comments Most recent by Andrée Starå Formulas and Functions
  • Adding a new Column to multiple workbooks
    In Using Smartsheet
    I 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?  
    741 5
    741 views 5 comments Most recent by Andrée Starå Using Smartsheet
  • Help With Notification
    In Using Smartsheet
    I 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…
    21 3
    21 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • AvgIF(Children)
    In Formulas and Functions
    Is there a way to get an average of selected cells (all the Children of a column) only if they are not blank?  I am stuck and trying to automate the functions as much as possible.  Thanks a ton in advance!
    107 1
    107 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Summarizing from multiple sheets (count, drilling down, etc.)
    In Using Smartsheet
    I've been searching the Community section but am having a hard time finding the exact answer I'm looking for, so I hope someone can help.  I haven't worked with Reports or Dashboards before, so I'm just not sure exactly how to set up my sh…
    804 21
    804 views 21 comments Most recent by Paul Newcome Using Smartsheet
  • Stacked Chart
    In Using Smartsheet
    Hi All! I am trying to move a document from excel into SmartSheet and I was wondering if anyone knew if I could recreate this data into a dashboard chart?  It is not currently set up as a chart in excel, it is a tedious exercise of length…
    21 1
    21 views 1 comment Most recent by Paul Newcome Using Smartsheet
  • Options to display all formulas/functions in a sheet
    In Formulas and Functions
    Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy …
    678 1
    678 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • SUMIFS with Cross Sheet Date Ranges?
    In Formulas and Functions
    I'm trying to calculate {Expected Premium} sales by {Producer Code} on an enterprise-wide sales tracker that compares monthly sales metrics per [Producer Code]@row against total renewal opportunity. I've scoured the community for answers …
    39 1
    39 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • Displaying multiple column values in Calendar view
    In Archived 2015 Posts
    I am storing data related to issues in the smartsheets.  How can I show the issue number and priority in the calendar view?
    409 5
    Closed 409 views 5 comments Most recent by Lou Molinari Archived 2015 Posts
  • Auto Linking Data between sheets
    In Using Smartsheet
    I'm new to smartsheet so sorry for the newbie question. I have a change request log sheet that captures our change request approval process and I would like to "publish" and approved change to a smartsheet calendar. Is there a wa…
    20 1
    20 views 1 comment Most recent by sean59916 Using Smartsheet