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At Smarter Business Processes we offer a wide variety of Smartsheet training courses and packages.

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Our team of certified consultants provides training and remote support to clients around the globe, improving their Project Management, Workflow and Process Management.

Smarter Business Processes is Cyber Certified

Emma Stevens

Office Manager

Emma has 27 years of financial and customer experience and brings processes and order to our office.

Emma's customer service knowledge ensures all of our clients office enquiries are dealt with professionally, efficiently and quickly. She will leave no stone unturned to get to the bottom of a query!

When not at her desk Emma enjoys spending time with her husband and daughter as well running Brownies and Rainbows for Girlguiding UK in her local area.

Etienne Mermillod

Software Development Manager

Etienne is a seasoned ASP.NET Core Full Stack Developer. He takes great pride in building world-class applications while carefully considering the needs of its users and ease of use.

Originally from France, Etienne now calls Canada Home, where he is part of SBP Canada as a member of the API Solutions Development Team.

Etienne is a well-seasoned traveler and has visited many countries where he usually takes the path less traveled in order to backpack around and soak in the local cultures.

When not coding away, you may expect Etienne to be playing with his huge and fluffy dog Indianna or gaming away on League of Legends

David Bower

Smartsheet, Airtable and AppSheet Consultant

David is a hugely experienced Consultant, Customer Care Specialist and Client Account Manager.

In his spare time, David plays guitar, is learning to ride a motorcycle and, when it’s not too cold, can often be found tinkering in the garage. He also intends to learn to play the piano too - one day

Debbie Sawyer

Chief Smartsheet Solutions Officer (CSSO)

BSc (Hons) Computing, ITIL Foundation, Smartsheet Certified User, Aligned Sales Certified and Professional Services Certified.

Seasoned Smartsheet consultant and Training professional, Debbie’s creativity, attention to detail, willingness to deliver solutions to fully meet customer requirements and her personable manner earn her excellent client feedback.

When not working, Debbie likes to relax by spending quality time with her family. Living in the New Forest sees her taking many walks through the woods and down to the sea fronts at Lepe and Calshot. Debbie is also a keen hula hooper and has been hooping now for more than 7 years! She owns at least 10 hoops and enjoys a great workout helping her friend to run a hula hoop fitness class.

Dr James Harris

Chief Technology Officer

An experienced IT professional, James' prior work spans diverse environments from the white heat of launching information systems in one of the world's busiest airports, to industry leading tech startups. He also has extensive experience as a Finance Manager. James brings a keen insight and and flair for problem solving to every project.

Outside of work, James writes comedy, and has had many television credits over the past couple of decades on shows such as Horrible Histories and Russell Howard's Good News. He retains a burning ambition to be as funny as his wife and daughter.

Ph.D. Biochemical Physics, IT and Accounting professional.

Gwen Rymill

Communications Director

Co-founder of Smarter Business Processes, Gwen’s multi tasking roles include ensuring our clients receive the very best in customer care, while responsible for sales and marketing and partner liaison. Just don’t expect to get the cup of tea she promised you!

Away from work Gwen enjoys cycling, pilates, tap dancing and just loves baking.

Richard Rymill

CEO

Co-Founder and Lead Consultant, Richard set up SBP in response to worldwide demand from businesses wanting to implement their own Smarter Business Processes. His rapidly expanding team of experienced Smartsheet and AppSheet Consultants and Trainers share the company's values of achieving improved efficiencies and collaboration by putting people first and releasing them from unnecessary repetitive activities so they can enjoy their work again and focus on what matters to them.

When not at his desk, Richard can be found cycling, swimming and when the opportunity permits, sailing and flying.

Make Smartsheet More Powerful with Cross-Sheet Formulas

As work gets more complicated, and you’re capturing more data from different sources, working across multiple smart sheets becomes the norm. Yet connecting data across smart sheets can be a challenge, especially when dealing with large sets of data. Today, we’re excited to announce that we’ve added cross-sheet formulas to Smartsheet — including VLOOKUP, one of our top customer requests.

At Smarter Business Processes we offer you the following top tips to save you time and help improve workflow helping you with cross-sheet formulas and Smartsheet formulas.

Smartsheet formulas

Formulas and functions allow you to perform calculations and lookups within a single sheet or across multiple sheets. Smart sheet formulas also allow you to automate symbols and drop-down fields.

Both manually entered values and cell references can be used to build a smartsheet formula. You can add formulas to specified fields, or apply a uniform calculation to an entire column. You can also create formulas in the Sheet Summary to save space in your grid.

Formulas can include functions, such as SUM, AVG, and IF. There are also several unique functions exclusive to Smartsheet, including hierarchy functions like CHILDREN. Check out the Functions List to see all that are available.

Cross-sheet formulas

Cross-sheet formulas fundamentally change the way you can manipulate data in Smartsheet, giving you more flexibility and power to create connections across all of your team’s work and information, regardless of what sheet that data is in.

sheet formulas
Using cross-sheet formulas saves a great deal of time in any project

Create cell links for significant time savings

Instead of repeatedly entering the same data into multiple sheets, or manually searching through large sheets to copy and paste or create cell links, you can enter a formula once at the top of a column and copy it into the column’s other cells. The time saving is significant.

Save time with column formulas

Here’s how to apply column formulas to your Smartsheet.  The feature is designed to set the formula for the whole column including new rows. It removes the need to drag a formula down, saving you time and effort. 

Simply create the formula in one cell, then turn it into a column formula with a click of a button, and the entire column will fall into line. You have the assurance that your formula will always be present. It will remain locked in place, taking away the pain of editors changing it! 

This is a great way to protect formulae from accidental deletion or editing by collaborators, ensuring that every row receives that function.

Plus see how to use Column Formulas in sheets that use Row Hierarchy 

Powerful formulas

Additionally, when you add a new row, cells will be auto-filled with the appropriate smartsheet formulas. This is particularly powerful on a sheet being populated by a form, as the lookup formula information will be added to new submissions without the need to constantly monitor the sheet.

Top Tip for Smart sheet Formulas
  1. Who has the capability to edit the formulas?
  • Locked & unlocked fields: The sheet Owner and Admins can create and edit formulas in locked and unlocked fields.
  • Unlocked fields only: The Owner, Admins, and Editors can create and edit formulas in unlocked fields.
2. Tips for easier sheet formula creation
  • Use column formulas – When you need a formula applied consistently and uniformly to an entire column, column formulas are the perfect solution. Build your formula in a cell, and quickly convert it to apply to every cell in the column. Regardless of how new rows get inserted into the sheet, the column formula will automatically apply. Learn how to set formulas for all rows with column formulas.
  • Use the sum tool – If you’re not sure which function to use, you can click the down arrow on the right of the Sum button in the toolbar and select a function. The Sum button will attempt to provide you with a formula based on the field you have selected in the sheet and any hierarchical relationships with the selected field. For example, selecting the field of a parent row, then clicking the Sum icon will produce a =SUM(CHILDREN()) formula in the field. After you create a formula, you can modify it at any time by double-clicking in the selected field or by pressing F2 (fn + F2 on a Mac).

What is a Cross-Sheet Formula?

Cross-sheet formulas are reference data in a different sheet to perform calculations or look up information in a specific cell.

Lookup formulas commonly include VLOOKUP, INDEX, and MATCH. VLOOKUP is used to retrieve corresponding data from other sheets. For example, when using VLOOKUP you could use a customer ID to look up the primary account contact’s name and pull that info into a sheet. When used together, INDEX and MATCH offer an additional, more flexible way to look up information across sheets.

Moving forward VLOOKUP is replacing LOOKUP in Smartsheet, but all of your existing formulas created using LOOKUP will continue to work.

The Power of Connected Data

sheet formulass
The power of connected data lies in the fact that it allows you to make swift decisions based on automated updates

Now that you can connect data across multiple sheets, you can organize that data much more efficiently. With VLOOKUP and INDEX/MATCH in your toolkit, you’ll save time by using sheets as lookup tables to pull relevant information into another sheet as needed, and you’ll also cut down on the mistakes that can arise from copying and pasting or importing and exporting data.

Here’s an example of how an IT manager uses cross-sheet formulas VLOOKUP and COUNTIF to assign and track IT tickets.

Let our experienced consultants help you re-design your sheets and workflows to benefit from these valuable updates.  Contact us to arrange a free initial consultation call to discuss your needs. We’d love to hear from you!

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