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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…
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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.
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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
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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?
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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…
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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…
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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:…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Chart Issue
Hi, I have 2000+ row of data. When i create a chart, instead of summing up my $ amount with the same categories (for example item A and item B) , it create the bar according to number of items.( for example: item A has 3 items, it appear 3 bar). Anyone can help on this? Thanks
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Vlookup
Hello, i have a sheet with billed claims including a column "Pending Amount", and "Detail ID", each line item has a different detail ID, now i want to update the pending amount column according to another sheet, i tried the simple Linking Cell method but it did not imported the pending amounts to the right detail ID's. and…
