Class 2 knowledge or 6+ months of experience using Smartsheet

Customizing a Task List

  • Revisiting Custom Fields
  • Revisiting Assigning Tasks
  • Revisiting Alerts and Requests

Creating and Combining Reports from Task Lists

  • Row/Sheet Summary
  • Filter Criteria
  • Group
  • Summarize
  • Sort


  • Build a dashboard with widgets to communicate data to stakeholders
  • Metric
  • Chart
  • Shortcut
  • Rich Text
  • Report
  • Image
  • Title
  • Web Content
  • Share and publish dashboards to make data available to stakeholders

More on Permissions and Sharing

  • Create permissions at the workspace and sheet level
  • Assign permissions for a workspace and a sheet within that workspace to ensure that collaborators have appropriate access.

More on Forms that point to Sheets

  • Customizing
  • Conditional Logic

Revisiting Automation

Smartsheet Integrations (optional class content)

  • Microsoft

Supplemental Content

  • Project Management Tutorial
  • Cross-sheet formulas
  • Advanced Cross-sheet Formulas
  • Work Breakdown Structure
  • Create levels of hierarchy within a sheet to organize data
  • Gantt Chart with Dependencies
  • Top Project Management Excel Template
  • Project Management (PM) Artifacts
  • Legacy Resource Management
  • Critical, Summary, and Driving Paths

Smartsheet Special Features

  • Document Builder
  • Work Insights
  • WorkApps

What People Are Saying About Us

Vanessa Boston

Really good progression on Excel Levels 1-3. Was able to take a decent survey of the capability of Excel and work on target areas like V-LookUp which were of special importance to me. You can save the Manuals Work Books for reviewing and recreating lessons as practice

Ashley Lackey

Carolyn did a great job at teaching the class and making all of the information feel manageable and easy to understand. Although the class was small and quiet she stayed engaging and thorough the entire time. I would definitely recommend this class to others!

Marissa Hogan

Carolyn was a phenomenal teacher! I learned many new things from the Excel 3 course that I took; I can’t wait to take other courses that Data Creative offers.

Mariya Petrovska

I absolutely loved the trainings I have taken with Data Creative. The instructors are very professional, easy to follow, knowledgeable and friendly. The groups are relatively small, so you get personal attention. I highly recommend them for everyone that wants to learn new skills or improve their performance.

Tony Wilson

Awesome training at a very good pace. Trainers were very open to example scenarios and unique questions. Highly recommend!

John Andrew Kenyon

Today I was took the excel level 2 class with Data Creative. The instructor was very professional and knowledgeable. He presented everything available to the lesson and more. I will definitely be taking the 3rd lesson through Data Creative.

Alejandra Cabrera

I completed the level 1 and level 2 PowerPoint training with Damian and I learned so much! I’ve been using PowerPoint for a while and had no idea that there was so much you could do with it. Damian was very easy to follow, friendly, and willing to answer any and all questions. I would definitely recommend this course for anyone looking to fine tune their skills in PowerPoint.

Antoinette Medina

Excellent communication and class setup. Classes are well structured, not too fast-paced. Nice materials, easy to review and follow even if you do not have two screens!

Robert Chalmers

Trish was an excellent facilitator and very personable. The class, Excel Level 4, was easy to follow and she encourage us all day to ask questions! She supplied us with a lot of useful information and “extras”. I learned what I was hoping to learn and had fun doing it.

Jody Old

I took the Excel Level 1, 2, 3, and the Power Point class. I have worked with Excel for over 20 years and I am blown away on how much I thought I knew, but really didn’t know. I would recommend Data Creative to anyone who would want to learn more about what different programs can do. I will be looking forward to any other class my place of employment will want me to take through this company