Advanced Smartsheet Formulas: Streamlining Data with Powerful Functions

In this hands-on advanced course, you will deepen your knowledge of Smartsheet by mastering complex formulas that are critical for managing data and automating tasks. You¿ll explore essential functions for working with dates, text, and arrays, while also learning best practices for error handling in your projects. Whether you are managing deadlines, manipulating text strings, or performing complex calculations across datasets, this course will equip you with the skills to streamline your workflows and improve data accuracy. By the end of this class, you¿ll be able to implement dynamic solutions to real-world scenarios and optimize your use of Smartsheet.

This class is for the experienced Smartsheet users who are comfortable with basic formulas but want to elevate their skills for more complex use cases. Through project-based exercises, participants will apply each formula to real-life business scenarios, making the learning experience practical and relevant.

Course Objectives:
1. Develop advanced formula skills using date and time functions to manage projects and deadlines effectively.
2. Apply text functions to extract, combine, and manipulate data strings for better data organization.
3. Utilize array and aggregation formulas to perform advanced calculations and summarize large datasets.
4. Implement robust error-handling techniques to ensure data integrity and minimize disruptions in your workflows.
5. Solve real-world business problems by integrating multiple Smartsheet functions into your projects.

Topics Covered Include:
- Date and Time Functions: Use DATE, TODAY, and NOW to track project timelines dynamically, and apply WORKDAY and NETWORKDAYS to calculate workdays, excluding weekends and holidays.

- Rank Functions: Use RANKEQ function to rank values within a dataset, ensuring you can easily identify top or bottom performers based on specific criteria.

- Text Functions: Master text extraction with LEFT, RIGHT, and MID; locate and manipulate text with FIND and SEARCH; combine and split text using JOIN and SPLIT; and clean data with LEN and TRIM.

- Array and Aggregation Functions: Use SUMPRODUCT to calculate complex totals, and ARRAYFORMULA to apply formulas across entire ranges for efficient data management.

- Error Handling: Learn to handle formula errors gracefully with IFERROR, and use ISERROR, ISBLANK, and ISNUMBER to check for and manage errors, blank cells, or non-numeric data.

Who Should Attend:
This course is ideal for intermediate to advanced Smartsheet users who work with large datasets, manage complex projects, or need to automate data processing and validation. If you regularly use Smartsheet to track project timelines, analyze data, or clean up text strings, this course will help you work smarter and more efficiently.