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Formula needed that will generate quantity in one column against date in another column = how much a
I have the following columns and need to return the value of something from a date through the end of the year. 1. Est Mo Contract Count - A number 2. Ave admin - Dollar Amount 3. Estimated Value - 1 x 2 4. Start Date - Start Date that 1 actually goes into effect 5. Weighted Value - Sum of 4 through end of the current year…
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Smartsheet Dashboards vs Live Data Connector Integrations
Hi everyone, Has anyone used the live data connector to integrate with another platform such as Qlik or any other? I know that SM now has the dashboard view, but I do not think it is as powerful as other BI platforms. From what I see, the SM dashboard is a very high level overview and does not give the level of detail that…
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Extracting all instances of a word from a text string and creating a list in a separate cell
Hello all, I have been pouring through excel and smartsheet help forums for a couple of days now, and I haven't seen my issue asked or addressed so thought I'd ask here. I have, in one column called Terms, cells that contains lists of terms and phrases. For example, one cell contains the following text string:…
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Formula help - trying to sum a column if launch date is in the next 30 days
Hello, I'm trying to sum numbers in a column a if the launch date is within the next 30 days. Thanks in advance for any help!
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Identifying and returning phrases within a single cell
Hi all, I have been trying to figure it out alone but I thought I'd engage the community to see if anyone can help! I have a column in my spreadsheet that contains phrases separated by commas - for example (though with different words), in one cell it says "Phone, computer, mouse, cell phone, water bottle, earphones, bag."…
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Nested IF(ISBLANK & Date Columns w/Progress Bar
Hi Everyone! I would like to know if you are able to use date columns when automating a progress bar. Basically dates are entered as product moves to a new stage in the process. As the dates fill in, the progress bar fills as well. I've used nested IF formulas for automating a progress bar but, for whatever reason... Im…
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RISK - Projects
Does anyone use Smartsheet for Risk Assessments / Risk Management? If so, What template do you use and what is your process? I've found on the link below several templates for Risk Management. However; when I download the excel and import it into smartsheet, the functionality is lost.…
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Flag Trigger Formula
I am trying to create a formula to trigger a red flag based on two variables: a date column and a drop down task column. Here is the formula that I have created. What syntax do I use to look for an empty cell represented here with an "X"? =IF(AND([Contact Date]1 =TODAY, [Contact Results]1 = X)
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Dashboard Color
Any plans in the future for letting us update the dashboard background color to any color we'd like? I'd love to be able to use black for dashboard backgrounds, as well as the backgrounds of the widgets, so that when on TV sets around the office, graphs are floating in black instead of a white background.