Looking to automate your processes and save time managing your projects? The “Smartsheet: automate project management with formulas and functions” training course helps you master essential formulas and functions. You'll discover how to automate calculations, automatically update statuses, and extract key data easily, to improve the tracking of your budgets, schedules and resources. By configuring formulas and automations optimally, you'll be able to anticipate problems, better prioritize your tasks and improve collaboration within your teams.
Objectives
By the end of the course, participants will be able to use formulas and functions in Smartsheet to automate data processing and calculate key process indicators.
Is it for you ?
Anyone implementing tracking and collaboration tools in Smartsheet.
Your benefits
Content
In this course, you'll learn how to use a wide variety of functions to automate calculations and synthesize key information from your processes and projects.
Understand the structure of a function in Smartsheet
- Understand the similarities and differences with Microsoft Excel.
- Browse the list of Smartsheet functions.
- Use context-sensitive and online help to implement functions.
Implement functions in Smarsheet
- Understand function arguments.
- Mastering column formulas Using the @row reference to automate calculations across an entire sheet.
- Understand and debug errors.
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Set up performance indicators by grouping information
- Set up formulas on several sheets using references efficiently.
- Use formulas in sheet summaries. Set up automated performance indicators.
Use advanced formulas
- Use search formulas
- Evaluate criteria using the @cell function
Use artificial intelligence (AI) to generate formulas
- Use Smartsheet's function generation tool (Enterprise version).
- Use ChatGPT (or another tool) to generate functions in Smartsheet.
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Trainers
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
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