-
Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…
-
SUMIF value exists, leave blank if cells are blank (nothing to sum)
I'm trying to figure out how to create a formula to sum a column if there are values, but leave the field blank if there are no values in the range. Is that possible? Here's the background: I'm trying to create a status report that shows whether or not someone has actually entered values into the appropriate column. If…
-
Summarizing and aggregating for the same code from multiple sheets
Dear Expert, I have 40 sheets containing following column with example (example for one sheet only): Equipment ID | Equipment Group | Part Name | Quantity | Unit Price | Total Price 11MBX21 | AAF | Bearing | 2 | 150 | 300 11MBX22 | AAF | O-ring | 1 | 50 | 50 11MAK10 | BAC | Sensor | 2 | 500 | 1000 11MAD15 | BBA | Switch |…
-
How do I return a value, based on a date, between dates? (versus week numbers)?
I am trying to return a value to a cell, based on a date condition at the top of the column. For example, if there were 52 columns of the "week dates" in a year. The parameter for the return value is IF the date condition falls between a start date and finish date. I have been able to do this when I convert all dates to a…
-
Salesforce Connector currency conversion
I am trying to pull a report using the Salesforce Connector with currency converted to USD. I know the field names, but they don't seem to be available for the Opportunity object. I checked and I do have permission to view and edit the fields in Salesforce.
-
Sharing a Folder
good Morning i have a workspace with 3 differen Folders. Is it possible to share each folder with differen people instead of settin all sharers at sheet level? Regards
-
SUMIF using a cell with a formula in it
OK, so my formula is this: =SUMIF([Customer PO]:[Customer PO], [Customer PO]2, [Value to be invoiced]:[Value to be invoiced]). I'm pretty sure it's correct, but the 'Customer PO" column uses a VLOOKUP formula which I think is what's causing a #NO MATCH error...? Is there any way to get around this?
-
Importing Task Hierarchy from CSV file
We are looking to establish a daily import of our project portfolio into SS via a CSV file. When I look at the task import schema, I cannot see a way for SS to identify the parent and child relationships between the tasks. This means we cannot import nested tasks and the task hierarchy. Do you know if there is a field and…
-
Smartsheet Dashboards vs Live Data Connector Integrations
Hi everyone, Has anyone used the live data connector to integrate with another platform such as Qlik or any other? I know that SM now has the dashboard view, but I do not think it is as powerful as other BI platforms. From what I see, the SM dashboard is a very high level overview and does not give the level of detail that…
-
Extracting all instances of a word from a text string and creating a list in a separate cell
Hello all, I have been pouring through excel and smartsheet help forums for a couple of days now, and I haven't seen my issue asked or addressed so thought I'd ask here. I have, in one column called Terms, cells that contains lists of terms and phrases. For example, one cell contains the following text string:…
