SmartSheet Practice

John wants to have his health column display a red symbol if a task is past its due date. Which formula can he use?

" =IF([Due Date]@row < TODAY(), "Red") "

Yoko created a report to show collaborators on her project their assigned tasks. They have told her that many tasks from different areas of the project plan look the same in the report. To solve the problem, she wants to add the parent name to the row in the report." Which formula should she use?

" =JOIN(ANCESTORS()) "

Which formula can Jennifer copy and paste into each row to correctly calculate her team's commissions?

" =SUM([Opportunity Value]@row * [Commission Rate]$1) "

Which formula should Kai use to add sales opportunities for the Western region?

" =SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) "

How do you reference the red ball in a symbol column in a formula?

"Red"

Which file type can you insert in a cell?

.gif

Guillermo owns a project tracking sheet. His sheet uses a hierarchy with all tasks being children of a phase. He created a filter to help his team see only their tasks. They are reporting that it is difficult to understand the phase as there are tasks with the same name in multiple phases. To help them understand the phase, he has added a column titled "Phase." What function can he combine with JOIN() to show this information?

ANCESTORS()

Jean is building a workflow to remind collaborators to update their project status each week. They want to change the message if a project is past due. What is the most efficient way for them to do this?

Add a conditional path with a second action

What is the lowest permission needed to modify the criteria of a report?

Admin

What is the lowest permission you need to create a form?

Admin

What permission is required to hide and unhide columns?

Admin

Sergei has a sheet with a form to collect requests for his IT team. He wants every new submission to be assigned a Status of Not Started. What is the recommended way for him to accomplish this?

Assign a default value of Not Started and hide the Status field

Which can you customize with a color of your choice?

Background

How can Pierre send his project teams a weekly email that shows them their tasks and reminds them to make updates if needed?

Build a task list report and schedule it to send as an attachment weekly

Which formatting option is possible?

Change the background color of a row

How can a user modify a report to get different results?

Change the filter criteria

How can she reduce the number of notifications sent for a workflow without changing the triggers?

Change the frequency by editing the Run workflow setting

Which are the 3 column types that can enable Card View?

Contact List, Dropdown (Single Select), Symbol

Marcos wrote a formula to check the box in a Complete checkbox column when the % Complete is 100%. What is the recommended way to apply his formula to the rest of the column?

Convert it to a column formula

Which workflow action could she use to keep a record of the original request?

Copy row

Alex is building a sheet to keep track of her tasks on a website project. She must perform the same set of tasks for each webpage. She listed each webpage on her sheet and has written out the tasks for the first one. What is the fastest way for her to add the tasks to the remaining webpages?

Copy the rows with tasks, then paste them under each webpage

How can Sheila give them one place to see their tasks?

Create a report and use the project sheets as the source

Bobbi has 3 sheets that she uses to manage different categories of purchase requests for her procurement team. The procurement director needs to see the combined value of approved requests across all categories. How can Bobbi display this value?

Create a report to combine approved requests, then summarize the values using SUM

Faisal is managing a project in a sheet. He has a symbol column to track tasks that are at risk. When a task becomes at risk, he wants to immediately notify the person assigned to the task. How could he do this?

Create an alert to notify the assignee when a task is marked at risk

How could she remove the completed tasks from view?

Create and share a filter

Which column records when a form was submitted?

Created (Date)

Which column type tracks when a row was added to a sheet?

Created (Date) column

What is the recommended way to stop the notifications for the next week?

Disable the workflow

What can you customize when you insert a hyperlink in a cell?

Display text

What is the most efficient way to change the order that fields are displayed on a form?

Drag-and-drop the fields on the form builder

Which column type can be displayed on a form as radio buttons?

Dropdown (Single Select)

You are building a sheet to keep track of opportunities for your sales team. You want a column to show which of the 4 regions each opportunity is assigned to. Which column type would be best?

Dropdown (Single Select)

What is the most efficient way for Sandra to start the new workflow?

Duplicate the existing workflow

What is the lowest permission you need to edit data in a report?

Editor

How can you provide access to a form?

Email the form directly from Smartsheet

Which program files can you import into Smartsheet to create a new sheet?

Excel

Tyrone created a project plan sheet and is adding tasks. He added the first task, then moved to the next row to add his second task. What will automatically be copied down to the new row?

Formatting

Which view must include 2 date columns in order to be displayed?

Gantt

Sergei manages a sales team. He has a report to see opportunities in his pipeline. He wants to know how many opportunities are assigned to each salesperson. What 2 steps does he need to take to change his report so he can see this information?

Group by Sales Rep and Summarize with Count

Tricia has a task sheet where she is tracking both % Complete and Status. Which function can she use to change the symbol in the Status column based on the value in the % Complete column?

IF()

Which type of user can create or own a sheet in Smartsheet?

Licensed

How can she ensure that each request will contain the cost center?

Make the field required

What level of hierarchy should the CHILDREN() function be placed on?

Parent row

Where can you see the hierarchy in a row?

Primary column

What is the best approach to providing a collaborator Viewer access to only a subset of data that is tracked on a sheet?

Publish a report and give them the link

Which action allows you to add additional actions after it within the same workflow?

Request an approval

Naomi has a sheet that she is using to manage a project. If a task is not marked complete on the due date, she wants to remind her collaborators to update their task status without navigating to the sheet. Which workflow action should she use?

Request an update

Which setting must you enable to automatically track who makes form submissions?

Require people to log in to Smartsheet

Which describes the difference between a row report and a sheet summary report?

Row reports show rows from the grid, sheet summary reports show fields from the sheet summary

Which function can you use to add up numerical values?

SUM()

Andy created a report for a member of his team, Bill, to see his tasks in one place. He now needs to create a similar report for another team member, Candace. What should Andy's first step be?

Save Bill's report as a new report

What is a likely reason the external collaborator would not receive an automated notification?

The Automation Permissions is not set to Unrestricted, so external collaborators can not receive the notification

What is a reason to create a current user report?

The Current User filter allows collaborators to see only the tasks they are assigned to

Which takes priority when a sheet has 2 conditional formatting rules?

The rule on the top

A user opened a report that you shared to them but cannot see any data. Which is a reason that might occur?

The user is not shared to any sheets that the report is pulling data from

" =IF(([Estimated Completion Date]1 - [Date Need By]1) = 0, On Time, ([Estimated Completion Date]1 - [Date Need By]1)) Which section of the formula does Reginald need to correct? "

The value if true

What can she do to avoid having to manually add each new sheet as a source for the report?

Use the workspace as the data source for the report

Kevin owns a workspace with sheets and reports that he is using to manage a project. He shared the workspace with his project team and gave them Editor - cannot share permission. How can Kevin's team interact with a report in the workspace?

View and edit all information in the report

Vivian uses a sheet to track the status of a project that she is managing. Several cells are cell-linked to a sheet that the IT director uses to track all IT projects. Vivian updates her sheet. When do the linked cells on the director's sheet update?

When Vivian's sheet is saved

Which option serves as a trigger for an automated workflow?

When a date is reached

Which statement about modifying reports is correct?

You can modify the name of the primary column

What symbols must you place around a column name in a formula if the name includes a space, special characters, or numbers?

[ ] Square brackets

Olga added a field called "Budget Total" in their sheet summary. What is the syntax to reference the "Budget Total" field in a formula?

[Budget Total]#

What symbols must you use when referencing another sheet?

{ } Braces