- Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
- 隐藏列基于是的/没有条件
I am working on an implementation form, and would like certain columns to be hidden based on a selection in a previous column. For example: Column header: Is program a pilot? The options are yes and no. If the asnwer is yes, then the person must complete the following 6 columns. If the naswer is no, they need to be…
- Starting a task based off of a column selection
Sorry if this is covered elsewhere and if it is can someone send me a link? Basically we are setting a sheet and are hoping to auto add a child row based off a column selection. Ideally we could choose what if any to prefill in it but even just being able to get a child row to auto add would be a huge help.
- Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
- Trying to validate date fields in some way.
Hi I have created a sheet so that our Admin team here can accurately record sales information and can then run reports to calculate commission figures. I can share this sheet if anyone would like to see it. I am using a lot of conditional formatting to avoid input errors so that the output reports are accurate and correct.…
- Vertical Text
Can Smartsheet Format Vertical Text to Keep a column thinner?
- How to use a range of numbers in a formula
Hi SmartUsers, I have a formula to show bars according to the completion % of a cell. The formula is: =IF(Completed?9 = 1, "Full", IF([% Complete]9 = 0.25, "Quarter", IF([% Complete]9 = 0.5, "Half", IF([% Complete]9 = 0.75, "Three Quarter", IF([% Complete]9 = 1, "Full", "Empty"))))) It'll show 1 bar if a task is 25%, 2…
- Conditional Formating between 2 dates
I know how to achieve this in excel but can't figure it out here. We are looking to highlight a cell (or row) if the number of business days between two cells is less than 3 business days For example in a row we have: Date1 = 11/30/15 Date2 = 12/2/15 In this case above we would want to color Date2 red (or the whole row)…
- baseline - actual dates
This post is in regards to this post below. I would like to get in touch with Jeremy michels to see if he will share the sheets he references with me.Any help will be appreciatedThanks so muchLouise Jeremy Michels601 ptsApril 5, 2015 8:30 pm I do the added columns now. We use it for both schedule and budget reasons. If you…
- Creating a Summary View Sheet
I have a sheet which has information on Projects and Activities my team are working on across the whole of my region. If has columns such as Activity Title, Person, Region, Partner, Status This shee it great but I would like to create a linked sheet which gives me total counts for each for each Person I would like to know…
