Understand, create and modify formulas and functions in Smartsheet.
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.
Is it for you ?
Anyone implementing tracking and collaboration tools in Smartsheet.
Prerequisite
None.
What You'll Walk Away With
- ✓ Build Smartsheet formulas by understanding function structure and arguments
- ✓ Automate calculations at scale using column formulas and @row references
- ✓ Create performance indicators by consolidating data across multiple sheets
- ✓ Use advanced functions (lookup, criteria) to analyze data effectively
- ✓ Generate and refine formulas with AI tools to save time and improve accuracy
Training 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.
1 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.
2 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.
3 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.
4 Use advanced formulas
- Use search formulas
- Evaluate criteria using the @cell function
5 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.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
