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Summarizing and aggregating for the same code from multiple sheets
Dear Expert, I have 40 sheets containing following column with example (example for one sheet only): Equipment ID | Equipment Group | Part Name | Quantity | Unit Price | Total Price 11MBX21 | AAF | Bearing | 2 | 150 | 300 11MBX22 | AAF | O-ring | 1 | 50 | 50 11MAK10 | BAC | Sensor | 2 | 500 | 1000 11MAD15 | BBA | Switch |…
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form data capture
I am collecting daily sales totals and transaction totals with a form. The store manage enters the totals into a SS form daily and it populates the SS. I would like the entries to sub total into months as they are added to the SS... then those monthly totals can roll up onto a dashboard, along with other department…
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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…