-
Formula to Forecast Material Quantity Received vs Consumed
I am hoping there is a formula to see what I will need to forecast to purchase for material received vs consumed. Any help would be greatly appreciated!
-
SUMIFS to Calculate Values for a Specific Year/Date Range
I am trying to use SUMIFS with multiple criteria, and I am failing horribly. I seem to be having trouble when I try to add the criterion to sum data from a specific year (from a Date field) and/or when I attempt to add data from a date range. I have searched the community questions, and I haven't been successful in finding…
-
Sending out Notifications with Attachments
Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the Order Confirmation. I have set up an alert which flags when a Notes Column is not…
-
Multiple forms to a record
Hi, Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ? Providing an example below for more clarity - Lets say we break the client engagement (an enquiry -- lead generation -- service agreement) flow into multiple…
-
Subtract list of items from Inventory
Hi, I have a Inventory Sheet with list of items and also the quantity of each item. I also have products that use various items from the Inventory list, for example: Product #1 = 2 screws, 1 sign, and 2 hooks. And the way I have set it up now, every time when I sell Product #1 I have to manually search up each item and…
-
Highest value on the last six values of data
I'm looking to find a formula that will capture the last six months of data and then return the highest value within those six values. On excel, I've used, for example, MAX(OFFSET(B3,COUNTA(B3:B113)-6,0,6,1)) but I see "offset" is not compatible with smartsheet. I don't believe Index and Match would work with what I'm…
-
How to have a report exclude certain items
Hi, I'm trying to build an action item report that only shows approved items that do not meet certain criteria. So in the smartsheet, there is a check box for a document attached and several columns for links to other places. I would like to have the report include only items that are marked as approved (a dropdown column)…
-
Value in one sheet create a "populate" trigger in another sheet
Good afternoon We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/estimating sheet. If we had a YES/No drop down column and we choose YES is there a way to…
-
Forms with Workflow
Hi, Is it possible to creare forms with workflow e.g if I click "fruits" I will se options "Apples, Oranges..." If I click "Veg" I will se options "Tomato, Onion..." I would like to create Sales tool for my team so they can go step by step with sales process without missing steps. (Maybe you no other tools for doing that).…
-
FORMULA NOT WORKING
HI, I have a formula =IF(E3>0,E3-C3,TODAY()-C3) this works great in excel but in smartsheet it comes back with #INVALID COLUMN VALUE can anyone help fix this issue?? Please see attached excel with formula in Column D Thank you in advance :)
