Formula Basics

Formula Basics

Learn the foundations of Formulas and the application of common scenarios in Smartsheet such performing calculations and lookups within and across multiple sheets

Overview

This course introduces the learners to the foundations of Formulas and the application of common scenarios in Smartsheet such performing calculations and lookups within and across multiple sheets.

Learning Objectives:
At the end of this course, participants will be able to:
Write formulas using basic operations including accessing data from/to sheet summary fields 
• Write conditional statements using IF() and nested IF()s to update symbol columns and drop down lists 
• Calculate numeric values or automate aspects of the sheet by using formulas based on the hierarchy (i.e. CHILDREN(), and ANCESTORS())
• Write formulas that use ranges and criterion (i.e SUMIF())
• Apply additional functions such as JOIN() and SUM ()

Duration: 120 minutes 

Audience: This course is intended for licensed Smartsheet users who have little to no experience with formulas.

Prerequisites: Knowledge of working with sheets, including sheet creation and column types

Features Covered:
• How to write and read formula syntax in Smartsheet  
• Formulas based on Hierarchy  
• Formulas using other sheets 
• Using the Formula Template 
• Using the Function List from the Learning Center
• Using the Community as a resource to lean about formulas  

Questions? 

Contact training@smartsheet.com

Register/Launch Live Training

Event Date Spaces left
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Formula Basics 49
Formula Basics 48
Formula Basics 50
Formula Basics 50
Formula Basics 50
Formula Basics 50
Formula Basics 50

Live Sessions

  • Register/Launch Live Training
  • Pre-Class Material
  • Video: Formula Basics (2:45m)
  • Video: Cross-sheet Formulas (1:58m)
  • In-Class Material
  • Download assets for the class
  • Content and Activities
  • Content and Activities (PDF Version)
  • Next Steps
  • Share your Feedback!
  • Video: Taking formulas to the next level (41:04m)
  • Course PDU Information

Overview

This course introduces the learners to the foundations of Formulas and the application of common scenarios in Smartsheet such performing calculations and lookups within and across multiple sheets.

Learning Objectives:
At the end of this course, participants will be able to:
Write formulas using basic operations including accessing data from/to sheet summary fields 
• Write conditional statements using IF() and nested IF()s to update symbol columns and drop down lists 
• Calculate numeric values or automate aspects of the sheet by using formulas based on the hierarchy (i.e. CHILDREN(), and ANCESTORS())
• Write formulas that use ranges and criterion (i.e SUMIF())
• Apply additional functions such as JOIN() and SUM ()

Duration: 120 minutes 

Audience: This course is intended for licensed Smartsheet users who have little to no experience with formulas.

Prerequisites: Knowledge of working with sheets, including sheet creation and column types

Features Covered:
• How to write and read formula syntax in Smartsheet  
• Formulas based on Hierarchy  
• Formulas using other sheets 
• Using the Formula Template 
• Using the Function List from the Learning Center
• Using the Community as a resource to lean about formulas  

Questions? 

Contact training@smartsheet.com

Live events

Register/Launch Live Training

Event Date Spaces left
Formula Basics 49
Formula Basics 49
Formula Basics 48
Formula Basics 50
Formula Basics 50
Formula Basics 50
Formula Basics 50
Formula Basics 50

Live Sessions

  • Register/Launch Live Training
  • Pre-Class Material
  • Video: Formula Basics (2:45m)
  • Video: Cross-sheet Formulas (1:58m)
  • In-Class Material
  • Download assets for the class
  • Content and Activities
  • Content and Activities (PDF Version)
  • Next Steps
  • Share your Feedback!
  • Video: Taking formulas to the next level (41:04m)
  • Course PDU Information