Change the filter criteria
QUESTION
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?
Answer:
Use the workspace as the data source for the report
QUESTION
A user opened a report that you shared to them but cannot see any data.Which is a reason that
might occur?
Answer:
The user is not shared to any sheets that the report is pulling data from
QUESTION
Which describes the difference between a row report and a sheet summary report?
Answer:
Row reports show rows from the grid, sheet summary reports show fields from the sheet
summary
QUESTION
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?
Answer:
Group by Sales Rep and Summarize with Count
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<\/a>How is tagging a shared collaborator in a comment, via the use of @mention, an effective means of collaboration?<\/p>\n\n\n\n
It shares that collaborator a published view of the sheet so they can view the comment.
It instantly sends the @mentioned individual an alert with the comment.
It begins keeping track of the @mentioned individual within activity log.
It adds the @mentioned individual to your My Smartsheet Contacts
It instantly sends the @mentioned individual an alert with the comment.<\/p>\n\n\n\n
I have a handful of tasks that are falling behind schedule and I want to quickly view which items are marked “Red” in my project status column. To identify this information WITHOUT having to leave the sheet, I should:<\/p>\n\n\n\n
Turn on highlight changes
Write a formula
Create a filter
Send an update request to my collaborators
Create a filter<\/p>\n\n\n\n
Date based alerts help keep collaborators aware of key project dates. Date based alerts can be triggered on a specific date or based off a date in any date column. Which of the following is a possible use case for establishing a date based alert?<\/p>\n\n\n\n
Samuel wants to automatically inform his boss when the status of a task becomes at-risk
Samuel wants to notify all collaborators when a task is over budget
Samuel wants to be sent an email five days before the start of each task so he can check in with key collaborators
Samuel wants to automatically let external vendors know when a task is not complete
Samuel wants to be sent an email five days before the start of each task so he can check in with key collaborators<\/p>\n\n\n\n
Auto-fill is automatically applied by Smartsheet within every sheet. Which two of the following functions does auto-fill perform?<\/p>\n\n\n\n
Copy manual update requests to generate recurring updates
Continue patterns of formatting
Apply formulas and adjust cell references to adjacent rows
Generate a numeric value based on conditional formatting rules
Continue patterns of formatting
Apply formulas and adjust cell references to adjacent rows<\/p>\n\n\n\n
The _<\/strong><\/em><\/strong> widget uses a URL or embed code to surface interactive content on a dashboard.<\/p>\n\n\n\n Title In order to enable Card View, your sheet must have a least one of three specific column types. Two of those columns are dropdown list and symbol. What is the third column type?<\/p>\n\n\n\n Date column Changes in cell formatting can be used to capture the attention of a user. Which of the following features allows collaborators to see updates since they last viewed the sheet?<\/p>\n\n\n\n Conditional formatting What information is tracked in the Attachments Summary? (select the three that apply)<\/p>\n\n\n\n File name When entering formulas in Smartsheet, cell references use the syntax of column name and row number. What symbol must be placed around a column name when it includes a space, special character, or number?<\/p>\n\n\n\n { } Curly brackets When adding a new collaborator to a sheet or workspace, what should be customized to help the new collaborator understand why they are being added and how they should use the information?<\/p>\n\n\n\n Collaborators Which view must include two date columns in order to be displayed?<\/p>\n\n\n\n Card You are using Smartsheet to plan, track and manage a project. In creating your sheet, you are assigning tasks to collaborators. You need to make a decision on whether to use multiple single contact list columns or enable multiple contacts to be assigned within a single cell. You understand that it best to enable multiple contacts to be assigned within a single cell when multiple people are working on the same task. In what scenario is it best to use multiple contact list columns?<\/p>\n\n\n\n When you want to create a filter for each individual Jen has a project sheet that includes a dropdown list column. Her coworker needs to add additional options to the dropdown list column options in Jen’s sheet. What permission level would her coworker need for Jen’s sheet?<\/p>\n\n\n\n Editor- can’t share When creating a form, using a _<\/strong><\/em><\/strong> field, allows you to input a default value into a column on a sheet without requiring the form submitter to create it.<\/p>\n\n\n\n Branded Which function leverages sheet hierarchy to reference the range of rows that are indented below another row?<\/p>\n\n\n\n ANCESTORS() Juan is currently managing the development of a new product. He has a team of four individuals with whom he assigns various tasks. Juan wants to quickly see tasks assigned to each person and reassign tasks as needed. Which of the options below would be the most efficient way for Juan to accomplish this?<\/p>\n\n\n\n Juan needs to create and use a filter for each assignee and then return to the sheet to reassign tasks. The report widget allows you to display a report in which two of the following views:<\/p>\n\n\n\n Card You can share a collaborator to which two of the following?<\/p>\n\n\n\n Folder Which collaboration feature allows the recipient to make a one time change to your sheet without sharing them as a collaborator to the sheet?<\/p>\n\n\n\n Share a sheet Which column type would be best for tracking when a row was added to a sheet?<\/p>\n\n\n\n Date column You want to keep track of new attachments as they are added to a sheet. Which of the following is the best way to achieve this goal?<\/p>\n\n\n\n Create a conditional formatting rule to highlight rows with new attachments Which of the following file types can be imported as a new sheet in Smartsheet? (select the four that apply)<\/p>\n\n\n\n MS Project A sheet can be exported in which of the following formats? Select ALL that apply.<\/p>\n\n\n\n MS Project (XML) Which column type would be best for visually representing (via color) the status of a row item? This could also be automatically changed using a formula.<\/p>\n\n\n\n Symbol column Which three of the following items can be viewed without a Smartsheet account?<\/p>\n\n\n\n Form Which three of the following file types can be uploaded using the image widget?<\/p>\n\n\n\n PDF How can you add more fields to your report beyond what fields are used as criteria?<\/p>\n\n\n\n From the File menu select Add More Columns What is the name for the type of link that contains data linked from another sheet? (Note: This is designated with a blue arrow on the right side of the cell).<\/p>\n\n\n\n Destination Cell linking is done at which of the following levels?<\/p>\n\n\n\n Row Forms can be used to collect information from individuals inside or outside your organization. Which two of the following use cases could a form support?<\/p>\n\n\n\n Survey responses The Notification Center: (select the two options that apply)<\/p>\n\n\n\n Displays a red icon when new notifications arrive A snapshot of a sheet or report can be shared via email using the “Send as Attachment\u2026” action. The sheet can be sent once or on a recurring basis. Select the two file formats the attachment can be sent as.<\/p>\n\n\n\n Excel When viewing a sheet, you want to have certain rows grab your attention, if the task is at risk or past its due date. You can accomplish this by using which feature?<\/p>\n\n\n\n Highlight changes Which of the following can be inserted into a formula to automate the checking of a box, raising of a flag or filling in of a star?<\/p>\n\n\n\n 1 You’ve created a form to gather new customer information. When new submissions are made, you must go into the sheet and assign a member of your sales team as the lead, who will then follow-up with the customer.<\/p>\n\n\n\n Which of the following workflows best addresses your need to quickly take action after a form submission is made?<\/p>\n\n\n\n Use the “Send as Attachment” feature to send yourself a daily email with directions to assign a lead. The “Send\u2026” action, available from the row menu, allows you to provide a view-only version of one or more rows to anyone you specify. Which two of the following options can be customized?<\/p>\n\n\n\n File format of the rows (PDF or Excel) Which feature allows licensed collaborators [with at least Editor permissions] to audit changes made to the sheet?<\/p>\n\n\n\n Conditional formatting How can a user modify a report to get different results?<\/p>\n\n\n\n Add\/delete rows from the report What is a key benefit to embedding a form on a dashboard via the web content widget?<\/p>\n\n\n\n It provides increased efficiency as an individual can complete a form submission without leaving the dashboard itself. Which type of user has the ability to create new items in Smartsheet?<\/p>\n\n\n\n Free Collaborator When a task becomes at-risk, the project manager wants the individual assigned to the task to be immediately notified. How could the project manager achieve this goal?<\/p>\n\n\n\n Create a conditional formatting rule to notify individuals when a task is marked at-risk Which function will determine the total number of items in a specified range?<\/p>\n\n\n\n COUNT() When writing a formula, what symbol do you type to make either a column or row reference absolute?<\/p>\n\n\n\n $ dollar sign $ dollar sign<\/p>\n\n\n\n Formulas can trigger a cell value change when a specific value is entered elsewhere on a sheet. If instead of changing the value of a cell, you want to change the visual styling based on an identified trigger, which feature would you use?<\/p>\n\n\n\n Format painter A dashboard has been shared to me and I can click on a metric widget to open the source sheet. The ability to access a source sheet by clicking on a metric widget means the owner has changed the interaction of the widget. Which additional action has the owner taken?<\/p>\n\n\n\n Published the dashboard When viewing cell history, which three of the following actions are displayed?<\/p>\n\n\n\n What attachments were made to the row To print a sheet or report, you first create a PDF file. Which option would adjust the sheet to fit the width of a page?<\/p>\n\n\n\n Scaling A report can be published via which one of the following options?<\/p>\n\n\n\n Read Only HTML (light web link) Indenting rows will add hierarchy and create relationships between rows. The hierarchy is applied to the entire row, but will only be visible in what part of the sheet?<\/p>\n\n\n\n Leftmost column in grid view Joy is the director of a sales team that manages their pipeline in Smartsheet. Every time an opportunity status is marked as “Closed Lost”, reps should provide detail in a column called “Reason Won\/Lost”. What is an automated way for Joy to ask reps to fill out the “Reason Won\/Lost” column if they do not initially do so?<\/p>\n\n\n\n Set up an automated approval request any time “Reason Won\/Lost” column is left blank.
Report
Image
Web Content
Web Content<\/p>\n\n\n\n
Text\/Number column
System Generated column
Contact List column
Text\/Number column<\/p>\n\n\n\n
Format painter
Symbol column type
Highlight changes
Highlight changes<\/p>\n\n\n\n
Date attached
Name of the individual who attached the file
Number of downloads
File name
Date attached
Name of the individual who attached the file<\/p>\n\n\n\n
[ ] Square brackets
< > Angle brackets
( ) Parentheses
[ ] Square brackets<\/p>\n\n\n\n
Permissions
Personal message
Default View
Personal Message<\/p>\n\n\n\n
Gantt
Calendar
Grid
Gantt<\/p>\n\n\n\n
When some individuals are inside your team’s account and others are not
When you want to pull a report from a sheet
When the individuals have different roles related to a task
When the individuals have different roles related to a task<\/p>\n\n\n\n
Viewer
Admin
Editor- can share
Admin<\/p>\n\n\n\n
Hidden
Custom
Required
Hidden<\/p>\n\n\n\n
CHILDREN()
PARENT()
INDEX()
Children()<\/p>\n\n\n\n
Juan needs to publish the sheet to his team and allow them to email suggestions on task reassignment.
Juan needs to utilize card view to view by the assigned to contact column. He could then view and reassign accordingly.
Juan needs to build a report for each person on his team. From each of the reports, Juan would reassign tasks.`
Juan needs to utilize card view to view by the assigned to contact column. He could then view and reassign accordingly.<\/p>\n\n\n\n
Grid
Calendar
Gantt
Grid and Gantt<\/p>\n\n\n\n
Workspace
Resource View
Sheet
Workspace and Sheet<\/p>\n\n\n\n
An update request
Publish
Send a row
An update request<\/p>\n\n\n\n
Created by System column
Auto-Number column
Created (Date) System column
Auto-Number column<\/p>\n\n\n\n
Audit Activity Log daily
Create an alert to notify you when an attachment is added or changed
Instruct collaborators to @mention you in the comments after an attachment has been uploaded
Create an alert to notify you when an attachment is added or changed<\/p>\n\n\n\n
JIRA Project
Excel
Smartsheet Sheet
Trello
Google Sheets
MS Project, Excel, Trello, Google Sheets<\/p>\n\n\n\n
PDF
Google sheet
Excel
Gantt to image (PNG)
Trello
MS Project (XML), PDF, Google Sheet, Excel, Gantt to image (PNG)<\/p>\n\n\n\n
Dropdown List column
Text\/Number column
System Generated column
Symbol column<\/p>\n\n\n\n
Published dashboard
Report in a workspace shared to you
Update request
Form, Published dashboard, and Update request<\/p>\n\n\n\n
PNG
GIF
JPEG
PNG, GIF, JPEG<\/p>\n\n\n\n
In the Report Builder, click the Columns button and select additional columns
Add a column to a source sheet. This new column will automatically be displayed in the report.
In the toolbar, click the Report Tool and select additional criteria
In the Report Builder, click the Columns button and select additional columns<\/p>\n\n\n\n
Outbound
Inbound
Source
Inbound<\/p>\n\n\n\n
Column
Sheet
Cell
Cell<\/p>\n\n\n\n
Marketing requests
Update the status of a task
Resource hub
Survey responses and Marketing requests<\/p>\n\n\n\n
Allows a user to create new alerts
Allows a user to view and fulfill update requests
Allows a user to forward a notification to a different user
Displays a red icon when new notifications arrive and allos a user to view and fulfill update requests<\/p>\n\n\n\n
PDF
CSV
PNG
Excel and PDF<\/p>\n\n\n\n
Conditional formatting
Alerts
Format painter
Conditional formatting<\/p>\n\n\n\n
“Return”
100%
“Yes”
1<\/p>\n\n\n\n
Create an alert to notify you when anything on the sheet changes.
Send yourself the activity log, hourly, so you can adjust the assigned individual.
Create an alert to notify yourself when a new row has been added to the sheet.
Create an alert to notify yourself when a new row has been added to the sheet.<\/p>\n\n\n\n
Custom message to recipient
Delivery recurrence (once, every hour, every day, etc.)
Columns included
Custom message to recipient and columns included<\/p>\n\n\n\n
Activity log
View cell history
Highlight changes
Activity Log<\/p>\n\n\n\n
Apply conditional formatting to the report
Change the criteria in the Report Builder
Select Edit Report from the File menu
Change the criteria in the Report Builder<\/p>\n\n\n\n
Users no longer need to be shared to the form to complete a form submission.
It automatically captures who completed a form submission in the dashboard’s activity log.
Using an interaction setting, you can provide instant access to the underlying sheet.
It provides increased efficiency as an individual can complete a form submission without leaving the dashboard itself.<\/p>\n\n\n\n
Unlicensed User
Licensed User
System Administrator
Licensed User<\/p>\n\n\n\n
Send the activity log to all shared users of a sheet
Use the send row functionality to send a row when the task is marked as at-risk.
Create an alert to notify the assignee when a task is marked as at-risk. Send the alert to the assigned to (Contact List column) right away
Create an alert to notify the assignee when a task is marked as at-risk. Send the alert to the assigned to (Contact List column) right away<\/p>\n\n\n\n
SUM()
AVG()
CHILDREN()
Count()<\/p>\n\n\n\n
[ ] square brackets
( ) parenthesis<\/p>\n\n\n\npound sign<\/h1>\n\n\n\n
Function
Conditional formatting
Highlighting tool
Conditional formatting<\/p>\n\n\n\n
Granted admin permissions to the dashboard
Shared the source sheet
Organized the dashboard in a workspace
Shared the source sheet<\/p>\n\n\n\n
What information was entered in the cell
When the change was made
Who made a change
What information was entered in the cell, When the change was made, Who made a change<\/p>\n\n\n\n
Margins
Orientation
Date range
Scaling<\/p>\n\n\n\n
iCal (calendar)
Read Only Full (rich web link)
Edit by Anyone
iCal (calendar)<\/p>\n\n\n\n
Primary column
System column
Row action indicators column
Primary column<\/p>\n\n\n\n
Create a conditional formatting rule that sends a request when a task is marked as “Closed Lost”.
Automate the workflow via a formula.
Set up a workflow that sends an automated update request when status changes to “Closed Lost” and the “Reason Won\/Lost” column is blank.
Set up a workflow that sends an automated update request when status changes to “Closed Lost” and the “Reason Won\/Lost” column is blank.<\/p>\n\n\n\n