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Filtering/Slicing in Dashbaords
Hello SmartSheets Team, I am a little new to SmartSheets, but I have successfully built a dashboard with all the data I would like. However, I can't seem to find any functionality that allows me to filter/slice the data in the dashboard view, say to specific users or anything like that (for example, I can see total sales…
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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Using Resource View without 'named' Users
We want to use Smartsheet to build out our sales pipeline (consulting biz) and expected resource allocation. However, we don't have 'named' users (resources) until the project closes and we find the correct contractor. Is there an easy way to utilize resource views but without having named users invited into the smartsheet…
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Prorated Rent Schedule Formula Help
Need a formula to calculate what is due per calendar year when the rent amount changes year to year (midyear) Any help appreciated! 06/01/19-05/31/20 Total Rent Due: $175,000 06/01/20-05/31/21 Total Rent Due: $200,000 Total Rent of 2019: Total Rent of 2020:
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Return top 5 occurrances
I have a sheet to track customer requests (500+ rows), with a Salesperson column and customer column, the salesperson column is located farthest to the right of the sheet whereas the customer column is located on the 1st column. What I want to do is write a function that will reference a given Salesperson contact and be…
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IF AND Function
Dear Smartsheet Wizard, I'm trying to create a function but I'm running into an error. The IF - And function I'm creating basically needs to do the following: If salesperson 1 is = "Yan" then deduct 100 from Profit and his commission should be profit*0.5. Otherwise, deduct 100 from Profit and commission should be…
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Ability to Create Order Form
I have search through various posts but can't seem to find exactly what I am looking for. I want to replace an excel sheet with smartsheets for demo order requests from the sales team. The existing excel sheet has a drop down of all the options that you can choose from and once you choose an option, it will auto-populate…
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Return 1 if YEAR and MONTH is equal TODAY
Hi, I have a formula: =IFERROR(IF(MONTH([Sale Date]2) = MONTH(TODAY()), 1, IF(MONTH([Sale Date]2) = MONTH(TODAY()) - 1, 2)), " ") and it worked until we have two years in one sheet. I would like to know how to add YEAR to this formula so that we can compare not only MONTH but also YEAR. Thanks.
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Datamesh Contact Lists
Hi, We are trying to use datamash to bring over contacts to the target sheet based on locations in a source sheet which does not seem to be working. We have multiple contacts enabled and this works fine with vlookup, but datamesh returns no results. Any Ideas??
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IF or IF AND Formula conditions DATE
Dear, I appreciate your help. I need to create a formula that changes the status column depending on the following conditions. (The image in the example table has reference TODAY = August 28, 2019) 1) If the Balance column is equal to 0 (Green) 2) If the Balance column is less than 0 (Yellow) 3) If the Balance column is…
