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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…
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Convert Numbers to Text so I can show a range keeping the comma delimiters
I have two columns of data showing prices, say $1,100 in one and $2,200 in another. I want to display this as a range in a report as "Your price is $1,100 - $2,200". I used this formula: "$" + $[Report Low Price]@row + " - $" + ($[Report High Price]@row which returns "$1100 - $2200", how can i have it include the comma…
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SUMIF Formula with Checkbox Criteria
Hello, I used to be able to use a sumif formula and pull in lines values that had a check box in one reference column or not checked in another reference column, and now that formula I used in the past doesn't work, I would use ...,{column Reference}, TRUE... ...,{column Reference}, FALSE... I can get around the issue with…
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RYG Arrow Colors
I would like to recommend an additional option to swap the red and green arrows so that there is an option for red arrow = up and green arrow = down. This is helpful for budgeting in project management where at a quick glance you can see if we saved money on an item or lost money.
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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…
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…
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Lookup Columns Between Sheets
Good day all I'm a newbie on the community. I'm trying to deal with a scenario which I thought was very common and assumed Smartsheet would have an easy way to deal with. The scenario is: we have a very simple sheet for managing customers. This sheet includes a customerID, business name, primary contact person, postal…
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Dollar values keeping the comma delimiters
I repurposed the formula to this below. Now I have a range from 10's of thousands to 100's millions. how do I not get that final comma next to the period automatically? ="$" + LEFT([Unit price]@row, IF(MOD(LEN([Unit price]@row), 3) = 0, 3, MOD(LEN([Unit price]@row), 3))) + IF(LEN([Unit price]@row) > 3, "," + MID([Unit…
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Need Help Sorting & Grouping "Day" Data By "Week"
I'm brand new to functions and Smartsheets in general so please bear with me as I attempt to learn with you all. I've read over the functions documentation and to be honest, it's a little over my head. I'm trying to suss out a step by step otherwise I get lost. But I'm hoping I'll get there eventually! Here's the nuts of…
