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Highest value on the last six values of data
I'm looking to find a formula that will capture the last six months of data and then return the highest value within those six values. On excel, I've used, for example, MAX(OFFSET(B3,COUNTA(B3:B113)-6,0,6,1)) but I see "offset" is not compatible with smartsheet. I don't believe Index and Match would work with what I'm…
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How to have a report exclude certain items
Hi, I'm trying to build an action item report that only shows approved items that do not meet certain criteria. So in the smartsheet, there is a check box for a document attached and several columns for links to other places. I would like to have the report include only items that are marked as approved (a dropdown column)…
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Value in one sheet create a "populate" trigger in another sheet
Good afternoon We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/estimating sheet. If we had a YES/No drop down column and we choose YES is there a way to…
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Forms with Workflow
Hi, Is it possible to creare forms with workflow e.g if I click "fruits" I will se options "Apples, Oranges..." If I click "Veg" I will se options "Tomato, Onion..." I would like to create Sales tool for my team so they can go step by step with sales process without missing steps. (Maybe you no other tools for doing that).…
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FORMULA NOT WORKING
HI, I have a formula =IF(E3>0,E3-C3,TODAY()-C3) this works great in excel but in smartsheet it comes back with #INVALID COLUMN VALUE can anyone help fix this issue?? Please see attached excel with formula in Column D Thank you in advance :)
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How do I track incoming emails in a Smartsheet?
We are getting slammed with inquiries to our info@ gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
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Index/Match? Not sure best function for my needs
Hello, I have a very extensive sales tracker that I use to log charges and calculate the sales rep's commissions based on those charges. The commission percentages change depending on a variety of scenarios, so I created four columns with separate formulas for each scenario. I need the commission column to auto-populate…
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Track time an item was open (active)
I have a date stamp column already in the SmartSheet. When a new row is added, a date and time are assigned. What would be the best method of tracking and reporting the time duration between when the row was added and when it was closed ? I have ideas but have found it makes most sense to run it by one of you first.…
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Dashboard reading data from same sell
I want to be able to display the data from the same cell in a sheet within the dashboard The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) remains in the dashboard, not the new value in the top row cell How do I set the dashboard…
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Re: Task Alerts
I am wanting to use smartsheet alerts to email me each day with tasks that are due and not completed. However they don't always come through each day despite it having the right set up To do this I use a form to add new tasks and then included the following columns in my sheet so; * a date column for when activity is due…