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Smartsheet In Action: Functions and Formulas to Streamline Your Data

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Program Description:

Become proactive with your Smartsheet data. This session will introduce you to best practices for creating Smartsheet Formulas, along with such Functions as COUNT, COUNTIF(S), SUM, SUMIF(S), VLOOKUP, and INDEX MATCH.

Program Description

This course is crafted to equip participants with the proficiency to manage and analyze their Smartsheet data effectively. Attendees will enhance their spreadsheets using a range of powerful functions and formulas, focusing on the application of basic to advanced techniques for optimizing data manipulation and retrieval.

Learning Objectives

Given a Smartsheet with analytical data, learners will have the opportunity to update fields in a spreadsheet with the following functions:

  • COUNT
  • COUNTIF
  • COUNTIFS
  • SUM
  • SUMIF
  • SUMIFS
  • VLOOKUP
  • INDEX MATCH
Topic Outline
  • Create basic formulas
  • Basic functions such as SUM, AVG, and IF
  • Incorporate functions in the CHILDREN hierarchy
  • Pull data from another sheet using a sheet reference
  • Functionality of the COUNT and SUM functions
  • Best practices of the VLOOKUP and INDEX MATCH function, including pros and cons
Prerequisites

Participants should have attended the Smartsheet Basics class, or have equivalent experience.

Special Features

All participants who complete this session will receive a Stanford Technology Training Certificate of Completion.

The live-online format allows for engagement and interaction.

David Casuto

David Casuto is a 20-year veteran in the fields of software training, curriculum design, and training facilitation.

Credits

PDU: 3
CEU: 0.3
PDH: 3

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.