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Removing Total Row from Smartsheet Reports
I am creating several reports that subtotal financial information by various groups (i.e. revenue, numerous expense categories, EBIT etc.). I do not want the reports to display a total row that sums all the revenue, expenses, and profit as this is misleading. Does the functionality exist to turn this off?
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Auto Populate Children Dates based on the parent first day of the month
Good evening - I am looking to create an auto date that maxes based on the month (i.e. 28 days in February or 30 days in September) based on the parent row. I originally had it by calendar year and organized by the Month as the parent, and that parent row has several values that are linked to other sheets, however, I was…
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Multi-select fields with INDEX/MATCH (or COLLECT) with multiple values
Hello fellow Smartsheet users! I am running into unique problem and more importantly finding the way to do something within Smartsheet. A little background. I build a request intake/workflow management tool for my Marketing department at a global organization. Users make Design, Content, Web, and Video requests through…
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Last day at ENGAGE!
As a new user of Smartsheet I came without big expectations. Three years ago I new about Smartsheet I was like "Why I would invest time on another Grid based platform...". I am an Excel, CRM, ERP guys.. So I passed at that point in time. However.... This has been one of the most productive conferences I have ever attended.…
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Very ENGAGING at #Engage2022
Having so much fun and learning all the things at Engage 2022 in Seattle!
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Stumped on an IF formula
I have data in the following fields: Target Sales: Last Week's Sales: I currently have a formula that tells me if Last Week's Sales are less than Target Sales, then return "Yes" or "No" I need to update the formula to tell me if Last Week's Sales are less than Target Sales, are Last Week's Sales below more than 5% of the…
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Stumped on a SUMIFS for Fiscal Year (FY)
Hello everyone, I am a bit stumped on a solution. I tend to not like to hardcode information into a formula. I was working through a solution to help manage a Business Development (BD) pipeline. With the help of the community, I figured out how to do a YTD. But then I was thinking that it didn't make sense to have the BD…
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Roll over Monthly checklist
I am looking to create a month-end checklist which has list of activities and due dates and tracks the completion status driven by user inputs. What is the best way to a) archive the completed checklist and b) roll over the checklist month over month. The fields are consistent month-over-month with 80% pre-populated in the…
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Cashbook
Hi, We currently use Excel for our Cashbook and there are tons of syncing issues. I was thinking of using Smartsheets but was wondering if anyone has an experience doing this? We have multiple bank accounts that need to have debits and credits accurately input. There are weekly and monthly transfers between accounts and…
