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Merged: Export a report as shown with formatting in Smartseet
This discussion has been merged.
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Charts Plotting 0
I recently contacted support to find out if there was an option within dashboard charts to keep the charts from plotting 0. I received the following response: Currently we don't have a feature in place that will prevent specific values from showing on the chart. At this time the only solutions that we can provide would be…
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Trying to get some formulas to work to make a month timeline
I have a number of sheets that I am relaying on using this timeline sheet for. This is for a commission workplace and individual commissions. In the core sheet, I track the date of sale. Which that gives me a YEAR / Month. Then, I want to assign it a Current Month, Last month, 2 months ago, and so on. My goal was to…
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COUNTIF with Parent rows only, exclude children
I want to create a COUNTIF function that will count only the Parent row of a status column in a project tracking sheet. This is to create a metric sheet that will show all project statuses by each project manager's sheet. There is a status column using Green/Yellow/Red/Blue identifiers, and children rows need to include…
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How do I make a Basic Cashflow Line Graph?
I have to think I am just missing something obvious, because I am having the most difficult time using the Dashboard to create a Line Graph that shows my cash flow over time. I tried using only two columns (again, this is a very basic chart) that has the dollar amount figure, and the date that the amount was recorded. My…
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I want to populate a Quote with information from a price list sheet
Hi Is there a formula or functionality that would enable me to to create a quotation using data from a price list on a separate sheet ? For instance on the price list sheet Column A ( SKU / Stock Code ) , Column B ( Description ) , Column C ( Unit Price ) . I want to fill the SKU / Stock code into the quote and have the…
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Separate notifications for added rows
Hi, I want to create a separate notifications for each row that is added when certain conditions apply. I'm sharing a screenshot of how the notification is set up. The issue that I have is that if more than one row is added before saving the document, then the email will contain all the rows that where added/updated. What…
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Count Number of Cells that Contain Certain Text?
Hello, I am trying to count the number of cells that contain certain words, such as "NYSEG" or "RGE," when the cells may contain more than one of these words. I have tried using =COUNT(FIND("ConEd", [Utilities]:[Utilities])), but it always turns back a 1 (no matter how many cells actually contain "ConEd"). I am trying to…
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COUNTIF leads added last week
Good day! I'm working on this new KPI report for leads added last week, and I'm using this formula: =(COUNTIF({Aldo Aguilar - Pipeline Range 1}, "2 - Upselling", "4 - Lead Generation", COUNTIF({Aldo Aguilar - Pipeline Range 2}, WEEKNUMBER(TODAY(-1))))) But at the moment that I hit enter, it returns "#INCORRECT ARGUMENT".…
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
