Discussion List

    In API & Developers
    We have been using HYPERLINK("", "Click Here") in both excel and google spreadsheet, and since we need jotforms integration for client our current links in smartsheet is very long and creating hyp…
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    290 views 2 comments Most recent by Chris Brock API & Developers
  • How to set recurring reminders
    In Using Smartsheet
    I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
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    1.5K views 11 comments Most recent by Genevieve P Using Smartsheet
  • Dropdowns in a dashboard, is it possible?
    In Using Smartsheet
    I have one sheet that has metrics for a few of my employees, I was hoping there was a way to get the drop down menu function for each employee transferred onto a Dashboard highlighting everyone's metrics. *The drop downs show their total …
    780 11
    780 views 11 comments Most recent by Andres Londono Using Smartsheet
  • Taking quarterly goals and putting them into Smartsheet
    In Using Smartsheet
    I have a general table I use to keep track of goals for a sales team. I think they're relatively simple, but I'm having a heck of a time trying to get them into SS. The things I need to track: Goal value - numbers, for example $62,000 Actu…
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    Accepted Answer 54 views 12 comments Most recent by Tiara Rea-Palmer Using Smartsheet
  • Commission Formula
    In Formulas and Functions
    Evening,  Hope you're all well. I’m hitting a brick wall inserting a formula into a tracker for my sales teams commission structure which is being redone. It’s a tiered system whereby the salesperson will get commission in brackets until t…
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    Accepted Answer 53 views 9 comments Most recent by Paul Newcome Formulas and Functions
  • Sales Projections Sheet
    In Formulas and Functions
    Hello All: I'm working on a sales projections sheet and looking to create and easy to notice symbol, on target, below target, and off-target. What is the formula to be able to easily create this? Thanks in advance. MH
    22 3
    Accepted Answer 22 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Dashboard with Filters - Best Practice
    In Formulas and Functions
    Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this…
    Answered - Pending Review
    692 3
    Answered - Pending Review 692 views 3 comments Most recent by Genevieve P Formulas and Functions
  • Quickbooks & Smartsheet
    In API & Developers
    So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.  It has many application & the proof of concept exists and we use it.  We use it for an approval process (for in…
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    2.7K views 21 comments Most recent by JeremiahHorstick API & Developers
  • How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in dropdown
    In Formulas and Functions
    How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in multi select dropdown ? Solving for: How many "Devon's Corner" Leads do we have by Location Type - "Bar" or "Brewery".. I…
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    Accepted Answer 13 views 5 comments Most recent by Mark Cronk Formulas and Functions
  • Day of Week instead of short date
    In Formulas and Functions
    Hello,   I would like to have a formula in place that automatically selects a day of week based on the date we paste in the "Bid Date" Column. When 3/26/18 is loaded into [Bid Date] Column it produces "Monday" in the …
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    668 views 4 comments Most recent by radix Formulas and Functions