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Formula Training (Intermediate) #SmartsheetENGAGE Lance Merkin Customer Success Manager

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Page 1: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Formula Training

(Intermediate)

#SmartsheetENGAGE

Lance Merkin

Customer Success Manager

Page 2: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Certain information set forth in this presentation may be “forward-looking information.” Except for statements of historical fact, information contained herein may constitute

forward-looking statements. Forward-looking statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking

statements necessarily involve known and unknown risks and uncertainties, many of which are and will be described in Smartsheet’s filings with the US Securities and

Exchange Commission, and these risks and uncertainties may cause actual performance and financial results in future periods to differ materially from any projections of

future performance or results expressed or implied by such forward-looking statements. Although forward-looking statements contained herein are based upon what

Smartsheet management believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and

future events could differ materially from those anticipated in such statements. Smartsheet undertakes no obligation to update forward-looking statements except as

required by law.

Smartsheet is a registered trademark of Smartsheet Inc. The names and logos of actual companies and products used in this presentation are the trademarks of their

respective owners and no endorsement or affiliation is implied by their use.

Page 3: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

AGENDA

• Quick recap from beginner session

• IF Statement

– Nested IF (multiple IFs)

– Supporting functions

• TODAY()

• AND()

• OR()

• Cross-sheet formulas

– SUMIF()

– COUNTIF()

– VLOOKUP

• Conclusion

Page 4: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

IF Statement

IF(some logical test, what to do if it’s true, what to do if it’s false)

Example:

=IF([Some Number]101 > 6, “bigger than six," “not bigger than six”)

Page 5: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Nested IF Statement

=

IF([some number]101 = 1, "One", IF([Some Number]101 = 2, "Two", IF([Some Number]101 = 3,

"Three”, IF([Some Number]101 = 4, "Four", IF([Some Number]101 = 5, "Five”, "Big")))))

Page 6: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Nested IF Statement

=

IF([Some Number]101 = 1, "One”,

IF([Some Number]101 = 2, "Two”,

IF([Some Number]101 = 3, "Three”,

IF([Some Number]101 = 4, "Four”,

IF([Some Number]101 = 5, "Five”, "Big")))))

***Tip: If you count the number of IFs, that should equal the very last number of closing parenthesis.

Page 7: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Logical

Test 1

Logical

Test 2

Logical

Test 3

Do Something A

False

False

False

True

True

True

Do Something B

Do Something C

Do Something D

Page 8: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Tips

• Nested IF

– Use a text editor to work on Nested IF formulas

– Start with the most common occurrence first

• Cross Sheet Formulas

– SUMIF is just like COUNTIF, but with one more column for addition.

– Fill in your own sheet reference name so it’s easier to reuse ranges.

Page 9: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

RECAP

• IF Statement

– Nested IF (multiple IFs)

– Supporting functions

• TODAY()

• AND()

• OR()

• Cross-sheet formulas

– VLOOKUP()

– SUMIF() & SUMIFS()

– COUNTIF() & COUNTIFS()

Page 10: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Smartsheet Resources

Help Center:

help.smartsheet.com

Smartsheet Support:

smartsheet.com/support

Customer Success:

[email protected]

Page 11: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Q&A

#SmartsheetENGAGE

Page 12: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

Don’t forget to:

• Share your feedback in our survey in the ENGAGE app

• Stop by the Smartsheet Fundamentals II booth on the first floor

• Visit the Innovation Center for hands-on learning, support, services, swag, and more

Page 13: Formula Training (Intermediate) · • Nested IF – Use a text editor to work on Nested IF formulas – Start with the most common occurrence first • Cross Sheet Formulas – SUMIF

#SmartsheetENGAGE