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Column Lockdown
I have a Sales Report that I have filtered a Column that contains the Regional Managers in this report. The Filter is so I can view the Data only for a particular Mnager and also this is what I would like them to see also is just their Sales portion and not the other Managers. When I filter for them, and share to them as a…
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Creating a Task Tracker for Multiple Leaders
I manage a large group of leaders and locations who all are completing similar tasks throughout the month and I am looking to track progress without going back and forth via email. I have created a task list for each location as the parent and each specific task as sub-tasks and then assigned them to each leader. When I…
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Reports - pdf or Excel ?
I send out weekly reports of our products to our customers with their expected delivery dates (which can change frequently). If an email address needs to change I am unable to see the original format of their report, so have to guess their preferred format - pdf or Excel. Short of sending copies of each report to myself…
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UK Contact - Issue with account
Hi, does anyone have a contact number in the UK that works? my account & my whole company is locked out & asked to upgrade when we already have.... this is very urgent!!!
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"Dashboards just got better"
Has anyone had any success creating a chart with nonadjacent columns following the recent communication that the charts have more options?
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Struggling with If statement
I am trying to create a formula to check a box in one column if a date in another column is greater than a specific date. Here is what I have, that is not working: =IF(ISDATE([Estimated Close Date]1), IF(AND([Estimated Close Date]1 = >DATE(2018, 6, 1), 1))) Estimated Close Date is a date column. The formula I am trying to…
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Autofill based on the new entry in another sheet
I run constantly to the same problem and decided to shout out for help. Basically my problem can be defined as cross sheets conditional autofill. My case: Sheet 1 (offers) - sales people add data about new offers with the web form (that's OK) Sheet 2 (orders) - I need to bring data from the sheet 1, if offer's status is…
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Nested CountIf statement help needed
Hi, I need to create a formula where if a box is checked in one column, a figure in another column gets included in a sum in another cell at the bottom of the column with the numeric value. This is what I've got, but I'm getting error messages: =COUNTIF(QTR:QTR, "True", SUM(Blackline:Blackline)) I'm not sure exactly what…
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Report with contact details
Hi, I want to create report with contact details based on data from my sheet. The problem I have is that in sheet I have some duplicates. Is there a way to add only one of duplicates to the report?
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Formula with Update Requests
Hello all, Im using Smartsheet to automatize a lead process with around 30 people involved. We get Leads in an external network, I add them to my Smartsheet Sheet and then the one in a contact column gets an automatized notification with the new lead data. After 5 days I need an update with est. values and so on, so I made…