How to decide when to use Smartsheet over Excel and vice versa?

Hi All,

I am doing my first "training" for one of my teams within my company. Right now (like many people who don't currently use Smartsheet), they are mostly using Excel to gather and analyze data, create schedules and timelines, and for reporting. One of the questions they want me to answer is deciding when to use Smartsheet and when to use Excel. I am embarrassed to say that prior to learning Smartsheet, I never really had exposure to Excel or even had to use it in my previous jobs, and so I'm not as familiar with everything it has to offer. I know the short answer is: "Smartsheet all day, every day!", but since I cannot ask them to simply quit using Excel cold-turkey, how could I best answer this question? I understand this is a silly question, but I know this is a friendly community, so I figured I'd throw it out there.

Thank you!

Answers

They can be added if they use a different domain.<\/p>


<\/p>

If they are licensed on another account, they would need to either be first removed from that account (can cause some logistical headaches) or added as an unlicensed user on your account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":543,"urlcode":"licensed-users","name":"licensed users"}]},{"discussionID":108737,"type":"question","name":"Visibility on Form Submission","excerpt":"Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.","snippet":"Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see…","categoryID":321,"dateInserted":"2023-08-09T15:23:45+00:00","dateUpdated":"2023-08-09T15:24:46+00:00","dateLastComment":"2023-08-09T18:04:13+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T17:57:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":46,"score":null,"hot":3383201878,"url":"https:\/\/community.smartsheet.com\/discussion\/108737\/visibility-on-form-submission","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108737\/visibility-on-form-submission","format":"Rich","tagIDs":[204,324,334,440,448],"lastPost":{"discussionID":108737,"commentID":389865,"name":"Re: Visibility on Form Submission","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389865#Comment_389865","dateInserted":"2023-08-09T18:04:13+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-09T17:57:54+00:00","dateAnswered":"2023-08-09T15:59:17+00:00","acceptedAnswers":[{"commentID":389837,"body":"

@ocanel<\/a> <\/p>

Excellent, and yes, I am too! Thanks!<\/p>

I'd recommend using Dynamic View.<\/p>

Share it with your company domain.<\/p>

When the user accesses it, they would only see their own submissions.<\/p>

More info.<\/p>

\n \n https:\/\/help.smartsheet.com\/learning-track\/integrations-and-add-ons\/dynamic-view\n <\/a>\n<\/div>

Would that work\/help?<\/p>

Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":324,"urlcode":"community-platform","name":"Community Platform"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":108733,"type":"question","name":"Combining multiple IF(OR statements","excerpt":"I'm trying to combine these three functional IF(OR statements into a single working formula: =IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"), \"08\/24\/2023\") =IF(OR(Webinar@row = \"Session 2|Afternoon\", Webinar@row = \"Session 2|Evening\"), \"08\/29\/2023\") =IF(OR(Webinar@row = \"Session 3|Afternoon\",…","snippet":"I'm trying to combine these three functional IF(OR statements into a single working formula: =IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"),…","categoryID":321,"dateInserted":"2023-08-09T15:03:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-09T15:39:06+00:00","insertUserID":154566,"insertUser":{"userID":154566,"name":"Draykov","url":"https:\/\/community.smartsheet.com\/profile\/Draykov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YUD6MF5OSNWQ\/nCTGFDW964F4K.png","dateLastActive":"2023-08-10T16:01:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":154566,"lastUser":{"userID":154566,"name":"Draykov","url":"https:\/\/community.smartsheet.com\/profile\/Draykov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YUD6MF5OSNWQ\/nCTGFDW964F4K.png","dateLastActive":"2023-08-10T16:01:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":45,"score":null,"hot":3383190758,"url":"https:\/\/community.smartsheet.com\/discussion\/108733\/combining-multiple-if-or-statements","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108733\/combining-multiple-if-or-statements","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108733,"commentID":389831,"name":"Re: Combining multiple IF(OR statements","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389831#Comment_389831","dateInserted":"2023-08-09T15:39:06+00:00","insertUserID":154566,"insertUser":{"userID":154566,"name":"Draykov","url":"https:\/\/community.smartsheet.com\/profile\/Draykov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YUD6MF5OSNWQ\/nCTGFDW964F4K.png","dateLastActive":"2023-08-10T16:01:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-09T15:33:00+00:00","dateAnswered":"2023-08-09T15:20:07+00:00","acceptedAnswers":[{"commentID":389820,"body":"

Hi @Draykov<\/a>,<\/p>

This is an easy fix - you have some brackets in the wrong place which is causing the IF statements to not be nested properly. When combining the individual IFs, the closing brackets should end up at the end of the combined statement, with a comma separating to make the false part of the IF statement, like so:<\/p>

=IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"), \"08\/24\/2023\", IF(OR(Webinar@row = \"Session 2|Afternoon\", Webinar@row = \"Session 2|Evening\"), \"08\/29\/2023\", IF(OR(Webinar@row = \"Session 3|Afternoon\", Webinar@row = \"Session 3|Evening\"), \"08\/31\/2023\")))<\/p>

Give this a whirl and it should work for you - if there are still issues then post what error you're getting! 😊<\/span><\/p>"},{"commentID":389821,"body":"

Hey @Draykov<\/a>. Looks like it's just placement of parentheses! Try the below<\/p>

=IF(OR(Webinar@row = \"Session 1|Afternoon\", Webinar@row = \"Session 1|Evening\"), \"08\/24\/2023\", IF(OR(Webinar@row = \"Session 2|Afternoon\", Webinar@row = \"Session 2|Evening\"), \"08\/29\/2023\", IF(OR(Webinar@row = \"Session 3|Afternoon\", Webinar@row = \"Session 3|Evening\"), \"08\/31\/2023\")))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4937,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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