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SUMIF by Vendor and Date
I am new to Smartsheets and cannot figure out the formula for a particular SUMIF. Basically, I need the total by Vendor & Year. I have an incredibly long list of invoices that I've imported into Smartsheets, and want to be able to use a dashboard off of the Sheet Summary to report on the totals by Vendor for each of the…
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Multiple IF function pull from multiple cells
I am working on a spend tracker and i am having trouble pulling currency conversions from other cells in the row. I need the 'committed amount in USD' to pull from the correct currency conversion cell depending on the currency selected. current formula i have that works with pulling from just one cell is - =IF(Currency@row…
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Custom Fields and JIRA Ticket Imports
My company is using a Smartsheet which uses custom columns fed by a request form. The purpose of this sheet is to process and track product enhancement requests, and occasionally we will migrate JIRA tickets into the process as well, which is what I'm setting up the connector to accomodate. The problem I am having is that…
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Contact List Drop Downs
Hi all, We have contact columns that we are trying to add hundreds of contacts too. The number is not above the limit specified by Smartsheet that I found; however, names continuously disappear. For example, User A may be able to drop-down and select John Doe as the main contact, but User B can't even see John Doe as an…
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Formulas =SUMIF
Hi, I need help to solve this puzzle. I'm using this sumif formula =SUMIF({Supplier Invoice register Order Number}, [PO Main Contract]10, {Supplier Invoice register value}) to sum up the total value of invoices against a particular order number. I've checked that all columns are formatted as text. See snap shot of actual…
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Full year calendar - accounting month/quarter end
Hi All! I am at a loss at how to even start this design. I have approximately 15 tasks that occur every month on the same BUSINESS day I have another 5 tasks that occur on the same business day every quarter. I would like to see this in a calendar view Any suggestions on how to build this? ie: Formula for the 'due date'…
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Checkbox Formula
Hello! I am wondering if anyone can help me with a formula build. I have two sheets that have checkbox columns and unique codes. What I want to do is on one sheet, when all checkboxes are checked that have a unique code in the row to automatically check a checkbox with the same code on a different sheet. The accounting…
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Is there a way to automatically add an entry on a monthly basis?
Hi, all. I have recurring expenses monthly and it would be cool if I could have a new entry appear every month. Is there a way to do this? Thanks!
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How to Link my 2020 Capital Budget to my Capital Budget Form
Hello My organization has finalized our 2020 Capital Ex Budget. Starting in January 2020, I want to create a Capital Exp Form that provides the options that were approved for the 2020 Cap Ex Budget. For example, the form would be set up as follows: 1. Is the capital expenditure request a 2020 approved capital expenditure.…
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Update triggered by day of month, repeat daily until complete
Sending a single update request does not always generate a response because many people are not good about answering all their emails, and then it gets lost in old email. I'd like to generate a daily update request that begins on a set day each month (like the 14th) and repeats daily until the person completes the update…
