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SUMIF the amount in one column has the correct pipeline status in another column
Can someone please help me with SUMIF, I am losing my mind and keep getting errors. I have a pipeline document with status' ( approved, declined, awaiting client, in progress,etc) and I need to show in a dashboard the sum associated with each item. PIPELINE STATUS | dropdown with status' AMOUNT APPROVED | the dollar…
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formulas under child rows excluded as auto-number column
I have a master sheet with projects that auto-populate from a form that requestors fill out as needed. I created a column named "Request Number" that is a Auto-Number column type. However, I have in the bottom of the page multiple lines with formulas that I use only for my dashboard and although I have all this formulas as…
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Black out dates in a form (date type column)
Hello, I have created a form and have a column named "Date Item is Needed" which is a date type column. However, the requestor needs to allow at least 10 days from the actual day. Is there a way to always black out those 10 first days? Thanks!
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Metric Sheet Calculations for a Dashboard
Evening All, i'm looking to see how I can add to this formula a rule to not include sales variances of 100%. This shows when I am comparing year over year sales and the site does not have those figures to compare. =IFERROR(AVG({Sales Variance}), "") Many thanks, Sarah
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Automate RYG Balls based on 3 columns.
Hi, I need help with finding a way to automate the RYG balls so that if no dates are input, it's white. If the first date is input, it's red. If the second date is input, its yellow. And if the final date is input, it's green. Thank you !
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How do I create a cross-sheet formula for a sum $ total within a date range
I'm trying to calculate the total spend for a customer based on a list of transactions in another sheet in a specific date range. The dates in the sheet I'm trying to reference are classified as dates in the column properties and appear as "1/30/19" for January 30, 2019. For example, in the sheet in which I'm attempting to…
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Reports Exportable to Outlook Calendars?
Hi there, Are customized reports able to be published to Outlook 2013? Thank you!
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File attachment counted as a change to a row
I currently have two workflows set up: (1) Payment approval request after an event: employees submit request with invoices attached as a file for approval (2) Payment approval request before an event: employees submit a request for an approval, the request gets sent to a supervisor, and once the supervisor approves, an…
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Auto-filling formulas in Sheet w/ Salesforce Connector
Hi All, I have a sheet that is connected to Salesforce opportunities using the Smartsheet-Salesforce connector. I'm trying to find a way to get my formulas to auto-fill in columns that exist in Smartsheet, but not in Salesforce when a new opportunity is added to Salesforce and subsequently populates the sheet in…
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Automatically transfer data entered in one sheet to other sheets.
Hello Everyone, Does anyone know if it is possible to create a master sheet, then once a row is added to this sheet, the same row (With only specific columns) could be automatically added to another sheet(s) ? Your help is Highly appreciated. Thank you, Hamza