Having two currencies in one sheet

yooneun2
yooneun2
edited 12/09/19 inFormulas and Functions

I currently manage vendors in Japan but need to also have currency in dollar for our finance/accounting in the US.

I think the only current option is to change the whole account setting to change the currency, but that will prevent me from having two currencies, and will also change the entire setting to Japanese.

Is there a way to fix this? Have US as the country setting and have other currencies in the sheet?

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    You can set currencies per cell so it shouldn't be a problem.

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Alison
    Alison Employee

    Hi there,

    You can use the currency formatter to indicate each cell's currency, as Andrée was mentioning. The default currency will likely not show an indicator. By this, I mean that, for example, my account is in English (U.S.), so by default, my currency settings are USD. If I format a cell/column/row in USD, it will display $25.00 and not USD$25.00.

    However, it will put the indicator for any other currency I format in my sheet. For example, it will put CAD in front of Canadian-formatted items in my sheet.Here's some information on formatting a currency in your sheet.

    Here's some information on setting your default currency settings.

    Alison

  • Barry Bowles
    Barry Bowles ✭✭✭✭

    Hi there - I read this suggestion but its not working for me - here's why. I have 3 currencies being entered into one sheet because I do not want to complication of trying to consolidated 3 sheets. So my sheet is a global data sheet of invoices and the users enter the invoice information by form. Then thye have to go into smartsheet and select the currency one by one for each invoice - klunky ! I DO have column that contains a region code which can tell me which currency is relevant to the invoice but I am unaware of a way to "auto - apply" the appropriate currency.. For example the region may be EU so I would want the currency for EU applied to the "Amount" cell for that same row.

    Doing it manually is generating errors as some users are typing the currency code when entering the amount and that then sets the cell as "text" and makes reporting and formulas impossible.

    Does anyone know if it is possible to do this either as an automation or conditional formatting or some other technique?

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You could have 3 columns. One for each currency type.

    thinkspi.com

  • I have the same issue as Barry. For some time I have been using Smartsheet as a tool for Finance approvals.

    I am moving away from the role and am creating "forms" for the new users to complete which will kick off the approval process to Finance. Issue being that I would normally manually change the row to USD where required. By entering the data through the form, the user cannot do this.

    I do have a column which has EU, USD, and AUD options in a drop down but what I would really like to see if a formula where the user submits the form and selects USD and this auto picks up this change in the line. I believe in excel this is done via conditional formatting but smartsheet conditionally formatting is quite restricting.

  • John Jonassen
    John Jonassen ✭✭✭✭

    Is the real question not so much about the different currencies being used, but the exchanged values on both sides of an international transaction?

    Would it not be beneficial to have a Source Sheet that houses the exchange rates between the whatever your home currency is and the different international partners?

    Then in your sheets, you can calculate the exchanged value by way of a lookup and some added math? From a process perspective, because exchange rates change, once your transaction reaches an end state, copy or move the row to a different landing sheet that will break the calculation and journalize the final values across all needed currencies.

  • Jim B
    Jim B ✭✭

    Sorry to unearth an old thread but I'm having the same problem as@Sasha Johnsonand Barry here. Did either of you find a solve for this? How can I (at the VERY least) flag to my users 'Hey this cost is in USD - I want to see all as USD?

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Hi there,<\/p>

I think this should work:<\/p>

=IF(COUNTIF(Referencia:Referencia, Referencia@row) > 1, 1)<\/p>

Have a great day.<\/p>

Matt<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":107888,"type":"question","name":"Filter distinct values only into new column","excerpt":"Hello! I have a column that consists of rows with values, some that differ and some that repeat [(Cells Linked from TE Tracker)], I want the next column over \"Distinct\" to only give me the unique values of [(Cells Linked from TE Tracker)] From what I've seen, there is no direct function that can do this, but has anyone…","snippet":"Hello! I have a column that consists of rows with values, some that differ and some that repeat [(Cells Linked from TE Tracker)], I want the next column over \"Distinct\" to only…","categoryID":322,"dateInserted":"2023-07-20T22:29:01+00:00","dateUpdated":null,"dateLastComment":"2023-07-22T20:06:16+00:00","insertUserID":163466,"insertUser":{"userID":163466,"name":"sawuzie","url":"https:\/\/community.smartsheet.com\/profile\/sawuzie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-22T20:06:45+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163466,"lastUser":{"userID":163466,"name":"sawuzie","url":"https:\/\/community.smartsheet.com\/profile\/sawuzie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-22T20:06:45+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3379950317,"url":"https:\/\/community.smartsheet.com\/discussion\/107888\/filter-distinct-values-only-into-new-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107888\/filter-distinct-values-only-into-new-column","format":"Rich","lastPost":{"discussionID":107888,"commentID":386542,"name":"Re: Filter distinct values only into new column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386542#Comment_386542","dateInserted":"2023-07-22T20:06:16+00:00","insertUserID":163466,"insertUser":{"userID":163466,"name":"sawuzie","url":"https:\/\/community.smartsheet.com\/profile\/sawuzie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-22T20:06:45+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-22T05:31:23+00:00","dateAnswered":"2023-07-21T02:06:24+00:00","acceptedAnswers":[{"commentID":386312,"body":"

Hi @sawuzie<\/a> <\/p>


<\/p>

There's no direct way to do this. However, you can add a checkbox helper column to identify duplicates. You can use the formula =IF(COUNTIF([Cells Linked from TE Tracker]:[Cells Linked from TE Tracker], [Cells Linked from TE Tracker]@row) > 1, 1, 0). This will add a check in the duplicates column for all values which appear more than once. You can then add the Distinct column with the formula =IF([Duplicate]@row=0, [Cells Linked from TE Tracker]@row). The Distinct column will only have the distinct values listed.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":107904,"type":"question","name":"How do I calculate different due dates on actions depending on the type of action?","excerpt":"I have created a sheet in which different type of issues are identified and assigned to owners. I have established three \"observation types\" that I would like to assign different due date. For example, a safety issues would need a due date of 2 working days from the date identified, and an Opportunity to Improve action…","snippet":"I have created a sheet in which different type of issues are identified and assigned to owners. I have established three \"observation types\" that I would like to assign different…","categoryID":322,"dateInserted":"2023-07-21T13:36:24+00:00","dateUpdated":null,"dateLastComment":"2023-07-21T17:24:41+00:00","insertUserID":163745,"insertUser":{"userID":163745,"name":"dminor764","title":"CI Manager","url":"https:\/\/community.smartsheet.com\/profile\/dminor764","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:24:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-22T15:13:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3379908665,"url":"https:\/\/community.smartsheet.com\/discussion\/107904\/how-do-i-calculate-different-due-dates-on-actions-depending-on-the-type-of-action","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107904\/how-do-i-calculate-different-due-dates-on-actions-depending-on-the-type-of-action","format":"Rich","lastPost":{"discussionID":107904,"commentID":386475,"name":"Re: How do I calculate different due dates on actions depending on the type of action?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386475#Comment_386475","dateInserted":"2023-07-21T17:24:41+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-22T15:13:42+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-21T17:19:13+00:00","dateAnswered":"2023-07-21T13:48:32+00:00","acceptedAnswers":[{"commentID":386404,"body":"

This is going to be the general idea. You will want to replace the name of the column that you use for the date of the observation. I also didn't know the name of the third observation type or the time period.<\/p>

=IF([Observation Type]@row = \"Safety\", WORKDAY([Observation Date]@row, 2), IF([Observation Type]@row = \"Opportunity to Improve\", WORKDAY([Observation Date]@row, 14), IF([Observation Type]@row = \"Other Type\", WORKDAY([Observation Date]@row, 365), \"//www.santa-greenland.com/community/discussion/comment/\")))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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