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Which is used when writing a formula to automate a checking a box, raising a flag, or filling in of a star? a. 1 b. 100% c. Return d. Yes - ANSWER-a. 1 (stats - either 1 or 0) When viewing a sheet, you want to have certain rows grab your attention, visually, if the task is at risk or past its due date. You can accomplish this by using which feature? a. Alerts b. Format painter c. Highlight changes
d. Conditional formatting - ANSWER-d. conditional formatting (can set condition that IF x is past due/at risk, THEN set y format to row) Which view must include two date columns in order to be displayed? a. Card b. Gantt c. Calendar d. Grid - ANSWER-b. Gantt (Gantt needs the start and finish columns to display the full timeline between those two dates) When adding a cell link to a sheet, which can be the source of the data? a. Cell(s) in a report b. Cell(s) in a sheet c. Metric widget on a dashboard d. Column names - ANSWER-b. Cell(s) in a sheet (only item in selection that holds active data that can be linked; reports and widgets are generated from sheets so cannot link, column names do not contain the data, only its label) What level of hierarchy should the CHILDREN() function be placed on? a. First child row b. Last child row c. All child rows d. Parent row - ANSWER-d. Parent row
(Indents are displayed only in a sheet's Primary Column; however, the relationship is applied to the entire row) Which column type would be best for visually representing the status of a row item? a. Symbol column b. Dropdown List column c. Text/Number column d. System Generated column - ANSWER-a. Symbol column (dropdown list and text/number only provides values for a status, not determining the status itself) Scenario: Juan is currently managing the development of a new product. He has a team of four individuals with whom he assigned various tasks. Juan wants to quickly see tasks assigned to each person and reassign tasks as needed. Question: Which one of the options below would be the most efficient way for Juan to accomplish this? a. Juan needs to utilize Card View to view tasks by the "assigned to" contact column. He could then reassign tasks accordingly. b. Juan needs to build a report for each person on his team. From each of the reports, Juan would reassign tasks c. Juan needs to create and use a filter for each assignee and then return to the sheet to reassign tasks d. Juan needs to publish the sheet to his team and allow them to email ideas on how tasks should be reassigned. - ANSWER-a. utilize Card View (every other option involved multiple steps to update any information/reassign tasks; Card View developed to see assignees at a glance and to move data accordingly).
Which is one of the three column types that are required to enable Card View? a. Contact List column b. Text/Number column c. Date column d. System Generated column - ANSWER-a. Contact List column (Card View is driven by the drop-down list, symbol, and contact list column types that offer multiple selections. These different selection options create the lanes in which to drop your cards) What symbols must be placed around a column name in a formula if the name includes a space, special characters, or numbers? a. () Parenthesis b. [] Square brackets c. <> Angle brackets d. {} Curly brackets - ANSWER-b. [] Square brackets (helps formula recognize full column name with spaces/special characters/numbers as one full name to keep formula parseable) Which column type would be best for assigning tasks to individual team members? a. Created by System column b. Dropdown List column c. Contact List column d. Text/Number column - ANSWER-c. Contact List column (Contact List enables Resource Views to also capture the tasks assigned using this column type)
Which formula would you use to add up sales opportunities for the Western region? a. =COUNTIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) b. =COUNTIF([Opportunity Value]:[Opportunity Value], Region:Region, "Western") c. =SUMIF([Opportunity Value]:[Opportunity Value], Region:Region, "Western") d. =SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) - ANSWER-d. =SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) (use =SUMIF for adding, determine the Region:Region range only counts for "Western" criteria, then add the opportunity value range within the region range for Western) What can be added to a dashboard to help users understand the data on a dashboard? - ANSWER-Text labels Which option would allow someone to view a report if they are not shared to the underlying sheet(s)? - ANSWER-Add the report to a dashboard by using the Report Widget Which file type cannot be uploaded using the image widget? - ANSWER-PDF Which two views of a row report can be displayed on a dashboard using the report widget? - ANSWER- Grid, Gantt What is the default label for the data in a metric widget? - ANSWER-Column name Which dashboard widget type would be best to show a live updating budget number of a project? - ANSWER-Metric
How is embedding a form on a dashboard via the web content widget effective? - ANSWER-It allows an individual to complete a form submission without leaving the dashboard Which widget behavior will allow the user to open the underlying sheet or report? - ANSWER-Open the data source What symbol notes the beginning of a formula? - ANSWER-= Which formula is the most scalable way to count the indented rows under "Carl Jackson", knowing that you will be adding additional rows within this hierarchy? - ANSWER-=COUNT(CHILDREN()) I am adding a field called "Budget Total" in the Sheet summary of a sheet. What is the syntax to reference the "Budget Total" field in a formula? - ANSWER-[Budget Total]# When adding a cell link to a sheet, which can be the source of the data? - ANSWER-Cell(s) in a sheet When viewing a sheet, you want to have certain rows grab your attention, visually, if the task is at risk or past its due date. You can accomplish this by using which feature? - ANSWER-Conditional formatting Which is used when writing a formula to automate checking a box, raising a flag, or filling in of a star? - ANSWER- 1 Which column type would be best for assigning tasks to individual team members? - ANSWER-Contact List column What symbols must be placed around a column name in a formula if the name includes a space, special characters, or numbers? - ANSWER-[ ] Square brackets Which view must include two date columns in order to be displayed? - ANSWER-Gantt What level of hierarchy should the CHILDREN() function should be placed on? - ANSWER-Parent row
Which Form Submission option allows form users to submit multiple entries one after the other? - ANSWER-Reload the same form for another entry What is the lowest permission level you need to edit data from a report? - ANSWER-Editor What will happen to the column headers on the sheet when form fields are removed from the form? - ANSWER-The column headers will remain on the sheet Forms can be used to collect information from individuals inside or outside your organization. Which two use cases could a form support? - ANSWER-Survey Responses & Marketing Requests Which two options enable you to add more columns to your report? - ANSWER-1) In the toolbar, click "Columns", then add additional columns 2) Right-click on any column header in the report and select "Add Column" What is the lowest permission level you need to create a form? - ANSWER-Admin Which form field option allows you to input a default value so that the form can input sheet data without requiring the form submitter to create it or see the field? - ANSWER-Hidden What Forms feature lets you reveal specific fields in a form based on the answers to other questions? - ANSWER-Conditional Logic What is the best approach to providing a collaborator viewer access to only a subset of data that is tracked on a sheet? - ANSWER-Publish a report and give them the link What is the reason to create a current user report? - ANSWER-The Current User filter allows collaborators to see only the tasks they are assigned to Which of the following is a way to provide access to a form? - ANSWER-Email the form directly from Smartsheet
Which feature in a sheet allows you to set criteria to only show certain rows while hiding all others? - ANSWER-Filters How can a user modify a report to get different results? - ANSWER-Change the filter criteria A user has opened a report that you shared to them but does not see any data. Which is a reason why that might occur? - ANSWER-The user is not shared to any sheets that the report is pulling data from Which allows you to quickly identify and review the changes that have been made to a sheet? - ANSWER-Highlight changes Which is helpful when you need to share a number of items with the same group of people? - ANSWER- Workspace The "Send..." 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 options can be customized? - ANSWER-Columns included & custom message to recipient What information is tracked for each attachment? - ANSWER-Date attached, File Name, Name of the individual who attached the file 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? - ANSWER-Personal message When viewing cell history, which three actions are displayed? - ANSWER-When the change was made, What information was entered in the cell, Who made a change What is the minimum permission level you need to add or edit the options available in the Column Properties section of a dropdown list column? - ANSWER-Admin Which type of user can create or own a sheet in Smartsheet? - ANSWER-Licensed user
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? - ANSWER-Create an alert to notify the assignee when a task is marked as at-risk Scenario: Joy is the director of a sales team that manages its pipeline in Smartsheet. Every time an opportunity status is marked as "Closed Lost", reps should provide detail in a column called "Reason Won/Lost". Question: 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? - ANSWER-Set up a workflow that sends an automated Update Request when the opportunity status changes to "Closed Lost" and the "Reason Won/Lost" column is blank Scenario: You've created a form to gather new customer interest information. When new submissions are made, you need to assign a member of your sales team as the lead, who will follow-up with the customer. Which one of the following workflows would be the most efficient way to quickly take action after a form submission is made? - ANSWER-Create an automated update request to notify you of any new form submissions and lets you assign a lead immediately Which options describe the Notification Center? - ANSWER-Displays a red icon when new notifications arrive, Allows a user to view and fulfill update requests How is tagging a shared collaborator in a comment, via the use of @mention, an effective means of collaboration? 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 - ANSWER-It instantly sends the @mentioned individual an alert with the comment.
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: Turn on highlight changes Write a formula Create a filter Send an update request to my collaborators - ANSWER-Create a filter 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? 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 - ANSWER-Samuel wants to be sent an email five days before the start of each task so he can check in with key collaborators Auto-fill is automatically applied by Smartsheet within every sheet. Which two of the following functions does auto-fill perform? 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 - ANSWER-Continue patterns of formatting Apply formulas and adjust cell references to adjacent rows The ___________ widget uses a URL or embed code to surface interactive content on a dashboard.
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? { } Curly brackets [ ] Square brackets < > Angle brackets ( ) Parentheses - ANSWER-[ ] Square 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? Collaborators Permissions Personal message Default View - ANSWER-Personal Message Which view must include two date columns in order to be displayed? Card Gantt Calendar Grid - ANSWER-Gantt 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?
When you want to create a filter for each individual 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 - ANSWER-When the individuals have different roles related to a task 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? Editor- can't share Viewer Admin Editor- can share - ANSWER-Admin When creating a form, using a ___________ field, allows you to input a default value into a column on a sheet without requiring the form submitter to create it. Branded Hidden Custom Required - ANSWER-Hidden Which function leverages sheet hierarchy to reference the range of rows that are indented below another row? ANCESTORS() CHILDREN() PARENT() INDEX() - ANSWER-Children()
Share a sheet An update request Publish Send a row - ANSWER-An update request Which column type would be best for tracking when a row was added to a sheet? Date column Created by System column Auto-Number column Created (Date) System column - ANSWER-Auto-Number 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? Create a conditional formatting rule to highlight rows with new attachments 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 - ANSWER-Create an alert to notify you when an attachment is added or changed Which of the following file types can be imported as a new sheet in Smartsheet? (select the four that apply) MS Project JIRA Project Excel Smartsheet Sheet Trello Google Sheets - ANSWER-MS Project, Excel, Trello, Google Sheets
A sheet can be exported in which of the following formats? Select ALL that apply. MS Project (XML) PDF Google sheet Excel Gantt to image (PNG) Trello - ANSWER-MS Project (XML), PDF, Google Sheet, Excel, Gantt to image (PNG) 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. Symbol column Dropdown List column Text/Number column System Generated column - ANSWER-Symbol column Which three of the following items can be viewed without a Smartsheet account? Form Published dashboard Report in a workspace shared to you Update request - ANSWER-Form, Published dashboard, and Update request Which three of the following file types can be uploaded using the image widget? PDF PNG
