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Financial/Accounting needs to expand Smartsheet in our company
I don't work in this realm at my job, but I know that another program (much more costly, I might add!) is being considered to meet our business services group needs. Though not exhaustive, I know they need a program that will allow for processing of purchase orders and needed approvals (electronically), timekeeping for…
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how to build an interactive dashboard
If I have a dataset looks like below: Project_ID Approval_Status P1 Approved P2 Declined P3 In approving P4 Approved is it possible to create an interactive dashboard showing the approval status of each Project ID? and Project ID put into a drop down frame on the left of the dashboard, user can select any of Project ID in…
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Pivot Sheet & formulas
HI, I've used pivot sheet to gather required information to show up in a sheet. I've attached a clip of the final result which works great except for the fact that I have formulas in some cells. When a new row is created, the formulas in the cells from above don't copy into the new cells. Can someone help me out. thanks!
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Auto change a cell based on a checkbox in a different cell (all in the same row though) or change in
I created a pretty intense sheet to keep track on invoices and receipts. I have an "Action" column that is a drop down column. Here are a few of those "Actions" Request Sponsorship Submit Sponsorship Request Invoice Call to pay with CC Call back to pay Submit Check Request Follow-Up Check Approval Mail Check Out Request…
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PIVOT App
I have purchased the Pivot App. I can get the pivot created, everything works. I create the sheet with the summary Pivot. BUT - when updates are made to the sheet that created the pivot - it is not reflected on the sheet that I added the pivot to. It is like they are no longer connected and active once the pivot data is on…
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Is there a way to view a map created using Smartsheet labs in the Sight view?
I created a map from one of my sheets and I want to display it on my sight/dashboard but not sure I can do this. I know I could add an image and then edit the interaction to view the map but thought I would ask. Thanks!
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Smartsheet + Tableau Integration on Mac
Does anyone have a recommendation on connecting Smartsheet data to desktop Tableau? Has anyone been able to successfully establish this connection using a Mac? I appreciate your tips! Some background info: 1. I am using a Mac 2. I have tried using the Web Data Connector via Tableau but receive an error for the browser not…
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Email to Smartsheet?
I currently am locked into Outlook 2010 on my PC, but it is connected to Office365. Is there anyway to create a row in a sheet when i flag or categorize an email OR can i forward an email into smartsheet somehow? EDIT: I am open to using Zapier or IFTTT also. Thanks.
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Looking for Smartsheet Consulting Expertise - Charlotte NC or Atlanta GA
We are looking for a Smartsheet freelancer that can help develop additional reports and dashboards. Prefer local to Charlotte NC but open to telecommuting.
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Signed Approvals
Hello Is anybody using some form of signed approvals and how does one set it up? Do you use different apps and/or integrations etc? Regards