Smartsheet Core Product Certification Exam (New 2023/ 2024 Update) Questions and Verified Answers| 100% Correct| Graded A

Smartsheet Core Product Certification Exam (New 2023/ 2024 Update) Questions and Verified Answers| 100% Correct| Graded A

Smartsheet Core Product Certification Exam
(New 2023/ 2024 Update) Questions and
Verified Answers| 100% Correct| Graded A
QUESTION
John wants to have his health column display a red symbol if a task is past its due date. Which
formula can he use?
Answer:
=IF([Due Date]@row < TODAY(), “Red”)
QUESTION
What level of hierarchy should the CHILDREN() function be placed on?
Answer:
Parent row
QUESTION
Jennifer is building a sheet to calculate commissions for her sales team. They earn a fixed
percentage of each sale they make. She has entered the commission rate in a cell on her sheet.
Which formula can Jennifer copy and paste into each row to correctly calculate her team’s
commissions?
Answer:
=SUM([Opportunity Value]@row * [Commission Rate]$1)
QUESTION
Which field type is available in a sheet summary?
Answer:
Contact List

QUESTION
Olga added a field called “Budget Total” in their sheet summary. What is the syntax to reference
the “Budget Total” field in a formula?
Answer:
[Budget Total]#
QUESTION
What symbols must you use when referencing another sheet?
Answer:
{ } Braces
QUESTION
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?
Answer:
Convert it to a column formula
QUESTION
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?
Answer:
=JOIN(ANCESTORS())

QUESTION
What symbols must you place around a column name in a formula if the name includes a space,
special characters, or numbers?
Answer:
[ ] Square brackets
QUESTION
How do you reference the red ball in a symbol column in a formula?
Answer:
“Red”
QUESTION
Kai is building a sheet to track opportunities for his sales team. For each opportunity, the
salesperson enters their Region and the Opportunity Value. Kai wants to know the total value of
all opportunities in the Western region. Which formula should Kai use to add sales opportunities
for the Western region?
Answer:
=SUMIF(Region:Region, “Western”, [Opportunity Value]:[Opportunity Value])
QUESTION
Sandra has an alert workflow that notifies a sales manager when an opportunity in their region is
Closed-Won. A manager for a different region learned of this and wants one for their
region.What is the most efficient way for Sandra to start the new workflow?
Answer:
Duplicate the existing workflow
QUESTION
Valentino created an alert to notify a contact in the Assigned To column if their task is past due
and incomplete. He realized that one of his external contractors did not receive the notification
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What can you customize when you insert a hyperlink in a cell?
Display text

Which takes priority when a sheet has 2 conditional formatting rules?
The rule on the top

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

What permission is required to hide and unhide columns?
Admin

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 column type tracks when a row was added to a sheet?
Created (Date) column

Which are the 3 column types that can enable Card View?
Contact List, Dropdown (Single Select), Symbol

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

Which file type can you insert in a cell?
.gif

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

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

Where can you see the hierarchy in a row?
Primary Column

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 minimum permission you need to add or edit the options in the column properties of a dropdown list column?
Admin

Sanjay is using a sheet to collect requests for his IT team. He has shared the sheet, giving them Editor permissions so they can update the status of tickets they are assigned to. When a ticket is marked as “Complete,” he doesn’t want them to be able to edit the ticket.
How can Sanjay do this?
Lock the rows

Your manager wants to check on the status of each task in a project that you are managing periodically throughout the day. They do not use Smartsheet.
Which action should you take to allow this?
Publish the sheet

Jason is managing a new project and created a sheet to track its status. The project charter was just approved by his stakeholders. It is a PDF document.
What is the recommended way to include it in Smartsheet?
Attach the file to the sheet

How can you make sure that a specific collaborator receives a notification about a comment that you make?
Mention them with the @ symbol in the comment

Shawn is managing a project that includes a subcontractor. His sheet contains sensitive budget data that he does not want the subcontractor to view.
How can Shawn have the subcontractor make updates to his project sheet?
Send an update request

Maria manages requests for a marketing shared services team. She has separate sheets to track new requests, projects that are in progress, and archived requests.
What is the recommended way to share these assets with her team?
Put them in a workspace

You created a workspace to organize a program you manage. Inez told you that she has a few sheets to add to the workspace.
What permission does she need for her to be able to move these sheets into your workspace?
Admin

After returning from a week of vacation, you want to see what changes have been made to your sheet.
How can you see all of the cells that have changed?
Highlight Changes

You shared a sheet with Javier and gave him Admin permission. You then moved the sheet into a workspace that Javier has Viewer permission to.
What permission level does Javier have on the sheet?
Admin

Your project team is having a dispute about when a task was marked as complete.
How can you solve the dispute?
Check the Cell History

The sponsor of a project that you are managing wants an emailed update on the status of the project before their weekly meeting.
How can you ensure they have an up-to-date view of the project sheet in their inbox each week?
Schedule the sheet to send weekly as an attachment

How can you provide access to a form?
Email the form directly from Smartsheet

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

Which can you customize with a color of your choice?
Background

Pamela is creating a form to collect requests for her marketing creative services team. In order to complete any request, she needs to know which cost center to bill for the work. How can she ensure that each request will contain the cost center?
Make the field required

Which column records when a form was submitted?
Created (Date)

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 setting must you enable to automatically track who makes form submissions?
Require people to log in to Smartsheet

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 column type can be displayed on a form as radio buttons?
Dropdown (Single Select)

Reginald is managing requests for his IT team using a sheet with a form. Employees can request the completion date in the “Date Need By” column. The team member assigned to the work enters a date in the “Estimated Completion Date” column.He wrote a formula to show if requests are on track. The formula will display On Time or the number of days late. The formula displays an error, #UNPARSEABLE.
Reginald’s formula:=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

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 function can you use to add up numerical values?
SUM()

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()

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”)

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

Jennifer is building a sheet to calculate commissions for her sales team. They earn a fixed percentage of each sale they make. She has entered the commission rate in a cell on her sheet. 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 field type is available in a sheet summary?
Contact List

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

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

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())

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

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

Kai is building a sheet to track opportunities for his sales team. For each opportunity, the salesperson enters their Region and the Opportunity Value. Kai wants to know the total value of all opportunities in the Western region. Which formula should Kai use to add sales opportunities for the Western region?
=SUMIF(Region:Region, “Western”, [Opportunity Value]:[Opportunity Value])

Sandra has an alert workflow that notifies a sales manager when an opportunity in their region is Closed-Won. A manager for a different region learned of this and wants one for their region.What is the most efficient way for Sandra to start the new workflow?
Duplicate the existing workflow

Valentino created an alert to notify a contact in the Assigned To column if their task is past due and incomplete. He realized that one of his external contractors did not receive the notification when this occurred. 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

Your project sheet includes a workflow that sends your manager a notification of changes each day. Your manager is off for the next week and doesn’t want to receive notifications until they return. What is the recommended way to stop the notifications for the next week?
Disable the workflow

Tiffany manages a request sheet for her organization’s procurement team. Her team’s process requires that she keep a record of the original request, but the team needs to update the request with new information as they work on it.
Which workflow action could she use to keep a record of the original request?
Copy row

Which option serves as a trigger for an automated workflow?
When a date is reached

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

Shauna, a sheet-level Admin, is receiving too many notifications from an established workflow. She still wants to receive notifications from this workflow, but not as often. 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

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

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

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

Which statement about modifying reports is correct?
You can modify the name of the primary column

Pierre is managing projects using Smartsheet for the first time. His project teams communicate with email. He is struggling to get them to review their tasks and update task status each week. 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 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

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

Mariela has a sheet that she is using to track the status of a project. She has shared it to her stakeholders with Viewer permission. She has received feedback that the sheet is cluttered with completed tasks. How could she remove the completed tasks from view?
Create and share a filter

How can a user modify a report to get different results?
Change the filter criteria

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

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

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

Fatima manages several projects for her IT group. Each project has a sheet that she keeps in separate folders in a workspace that she owns. She built a summary report to communicate project status metrics to her leadership team. 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

Sheila is managing several projects and many of her collaborators work on multiple projects. Some have expressed frustration with viewing several sheets to see all their assigned tasks. How can Sheila give them one place to see their tasks?
Create a report and use the project sheets as the source

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

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

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

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

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

How is embedding a form on a dashboard via the web content widget effective?
It allows an individual to complete a form submission without leaving the dashboard

Which dashboard widget type would be best to show the live, updating budget number of a project?
Metric

Sofia manages a sales team. She built a dashboard to show how the team is progressing to their monthly, quarterly, and yearly goals. She wants to display this dashboard on a screen in her office. What should she do to maximize the area of the screen?
Put the dashboard in Presentation Mode

What is the default label for the data in a metric widget?
Column name

Jorge owns a dashboard that serves as a resource for his whole company. He was recently promoted and is handing off management of the dashboard to one of his team members. They will need to be able to add new widgets and reorganize the layout of the widgets.
What permission should he give this team member?
Admin

Zane manages a team of tech support representatives. He built a dashboard to provide his team with the resources they need to learn the products they support. He is bringing on a vendor to help through a busy season. The vendor will only support some of the products that his team supports. How can he quickly provide the vendor with the resources they need?
Use Save as New to make a copy of the dashboard, then remove the widgets that do not apply

Which widget behavior will allow the user to open the sheet or report the data is sourced from?
Open the data source

Which file type cannot be uploaded using the image widget?
PDF

Adriana is managing a consulting project. She is using Smartsheet to manage this project, but her client does not use Smartsheet. How can Adriana provide the client access to the live data in her project status dashboard?
Publish the dashboard and send the link

Which option allows someone to view a report if they are not shared to the underlying sheet(s)?
Add the report to a dashboard using the Report widget

Mallory is planning a dashboard to show information about a project. She wants to show external stakeholders metrics such as completion and budget status. She also wants the project team to see items such as tasks that are at risk and provide them resources. How can she build a solution that works for both external stakeholders and the project team?
Create 2 separate dashboards to satisfy her different audiences

sources;
https://www.gcu.edu/
https://yaveni.com/
https://www.rasmussen.edu/
https://www.chamberlain.edu/