- How do I create a cross-sheet formula for a sum $ total within a date range
I'm trying to calculate the total spend for a customer based on a list of transactions in another sheet in a specific date range. The dates in the sheet I'm trying to reference are classified as dates in the column properties and appear as "1/30/19" for January 30, 2019. For example, in the sheet in which I'm attempting to…
- Reports Exportable to Outlook Calendars?
Hi there, Are customized reports able to be published to Outlook 2013? Thank you!
- File attachment counted as a change to a row
I currently have two workflows set up: (1) Payment approval request after an event: employees submit request with invoices attached as a file for approval (2) Payment approval request before an event: employees submit a request for an approval, the request gets sent to a supervisor, and once the supervisor approves, an…
- Auto-filling formulas in Sheet w/ Salesforce Connector
嗨,我有一个connecte表d to Salesforce opportunities using the Smartsheet-Salesforce connector. I'm trying to find a way to get my formulas to auto-fill in columns that exist in Smartsheet, but not in Salesforce when a new opportunity is added to Salesforce and subsequently populates the sheet in…
- Automatically transfer data entered in one sheet to other sheets.
Hello Everyone, Does anyone know if it is possible to create a master sheet, then once a row is added to this sheet, the same row (With only specific columns) could be automatically added to another sheet(s) ? Your help is Highly appreciated. Thank you, Hamza
- how to see the collaborators ?
I don't understand why you don't see the name of the collaborator and just show your email. What remains to be done so that it looks the same as the rest? See images please. Thanks
- SFDC Connector - Snapshot Then Track
I know... the title sounds weird. I'll try to explain. I have a Workflow set up with the SFDC Connector. It's currently tracking all opportunities entered by the sales reps within a specified period of time that are staged as [OPEN]. My challenge is that I'm developing a project management process that relies on seeing the…
- Saving Sheet changes
Hi everyone, someone on my team brought this to my attention and i want to see if anyone else has experienced this. I have a sheet where the 90% of the data is entered via a form. the remaining 10% of data is filled in afterwards once some additional information is received. my team member says that he is 1000% certain he…
- Average Days
I am looking to have some metrics set up on a dashboard all around average days to close. I have a column for a sales person, two date columns (one a start date and one a close date) and a column called Workflow Status. How can I do the two following things via formulas: * Filter this first by the workflow status being…
- Updating an aggregation sheet/dashboard with weekly data
Hi all, I'm struggling to think of a way to aggregate data that changes weekly. I will try and describe as best as I can! We have a sheet that financial advisers fill in weekly (separate sheet for each adviser) to show various information as attached in the screenshot. The adviser updates this weekly every Friday, and adds…
