-
How do I create a predictive balance formula?
I'm not sure if this is even valid/possible, but I'm trying to create an accounting schedule which foresees upcoming payments and reflects the balance after the transaction. This image is a practice sheet with fictional values. In theory, I'd want the formula in Balance to always take the previous balance and add it to the…
-
Combining IF Statement and IFERROR
I need some help. I have the following 2 statements that work well alone: =IFERROR([# Days Since Last Offer]@row, "Auction") =IF([# Days Since Last Offer]@row >= 180, "Auction") But I need them in the same formula. I want to return the work Auction IF the # days is 180 and IF an error is being generated in the cell.
-
Can I create one:many and many:many relationships between two SmartSheets?
Hello, I have two related SmartSheets covering different aspects of my data. I would like them to refer to each other so that I can ultimately pull certain aspects into a report. I prefer to use SmartSheet over SQL in order to take advantage of the workflow and approval capabilities. However. I cannot figure out how to…
-
Alert or update if a column value is changed based on the column(primary column)
Example - I've columns warehouse and route . I need to setup a notification or alert if the route had changed for a particular warehouse. In this example , I need to send notification or alert for Test and PR103 as the previous values of route has changed for them. can someone guide me as to how to do this?
-
Join columns from 1 match
Good evening, I'm looking for some assistance :) I've been trying to find the formula that alows me to join 3 columns value of the same line of the match. This is between 2 smartsheets. I made a quick draw of it. I would appreciate any help :)
-
How to count the number of times a value appears based on multiple criteria in another column?
Hello, I am trying to create a formula that counts the number of times an email appears based on a number of selections made from a drop-down menu. The process is for counting the number of trainings completed per quarter per employee. The trainings are submitted through a form and only one training title can be submitted…
-
Pulling next date from a sheet
Hello! I am looking for assistance with a formula that can pull in the next action date from one sheet to another. For context, we use sheets for customer renewal project plans. We also have a tracker that gives an overview of all the project plans and their name, completion, next action date, status, etc. What I would…
-
Sheet Quick Edit
Hello, This may already exist but... In my smartsheet, I have linkages to other sheets where information gets entered (call this sheet 1) and then summarized on my sheet (sheet 2). It would be convenient to edit sheet 1 from sheet 2 in some sort of pop-up window so I never have to leave my main sheet. Something like this…
-
Pulling data from another sheet (vlookup?)
Hello, I have a question about pulling data from another sheet and I'm hoping there is an easy way to do this. So I have 2 sheets, one is my main sheet with all my data (collected via form), and another sheet is my roster. On my main sheet, the Employee name column is a single selection drop down menu with my employee…
-
Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…