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Smartsheet: Creating Forms, Reports, and Dashboards

Class Sessions

Date Location Cost
  • Wed Apr 1, 1:00 pm to 4:00 pm
Birch Hall 105 (Birch Lab A) $280

Class Code

ITS-2051

Class Description

This class explores the ways to use Smartsheet for receiving data, and making data viewable for stakeholders. You will be introduced to creating forms for incoming data, and creating reports and dashboards to maximize how data is presented or shared.

The class also serves as a refresher for the Smartsheet Basics class, with a focus on formulas, automated workflows, sharing, and publishing sheets.

 

Pre-requisites:

Learners should have a basic knowledge of creating and editing Smartsheets, or have taken the Smartsheet Basics class. 

 

Topics covered include:

- Automation/Workflow

- Automation menu

- Automatic alerts, reminders, and update requests

- Alerts (triggers, conditions, actions)

 

Formulas and Cell Linking -- Summarize/count key data

- Basic functions (i.e. SUM(), COUNT(), @row, etc.)

- CHILDREN()

- Cell Linking (Budget sheet)

 

Advanced Formulas -- Automate values with logic formulas

- Automation formulas (changing cell values)

- Nested IF()

 

Forms -- Build forms to manage intake/requests

- Create Form

- Customize

- Distribute

 

Working with Reports -- Modifying and creating

- What is a report?

- Report Builder

- Sort report

- Share/Send reports

 

Dashboards/Portals

- Creating Dashboards

- Widget types

- Share


 



University IT Technology Training classes are only available to Stanford University staff, faculty, or students. A valid SUNet ID is needed in order to enroll in a class.