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Smartsheet data in Power BI Date fields - Remove Timestamp?
When I import my Smartsheet data to Power BI, the start and end date fields consistently pull with a timestamp that is nowhere in my sheet. I need these date columns to just have dates, timestamps removed entirely, so that I can tell Power BI the data type is "date" rather than "text." Is there a way to do this on the…
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I am new to Dynamic view. Can I create dynamic drop downs with it? If so how?
I have a huge list of employees with their associated manager. I want to create a drop down across all of my sheets for employee name and I want the list to shrink based on the state they are entering data for. Each state should only see it's own so I assume I have to create workspace for each state or does Dynamic View…
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Best way to connect Smartsheet with SharePoint?
At the minute i am pulling in data via Data Shuttle workflows from my one drive to connect sheets and excel reports. What is the best way to change now to connect my sheets to SharePoint sites to pull data in?
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Does Dynamic View Create a new row?
I have a sheet that contains nurse credentials. Each nurse has access to their row on the sheet via Dynamic view. So when their credentials expire, they can go into Dynamic view and update the information. But when they do this, it creates a new row on the sheet. While I love having the history, it is also a distraction.…
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Can Smartsheet send files as an automated workflow?
We are trying to create a client "welcome packet". We are envisioning our team members completing a Smartsheet form, and based on what they select (documents they need), Smartsheet will email them those specific files. I'm guessing that's not possible, but I wanted to be sure or see if there is an alternative solution.
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Data Shuttle - just want to add new rows
Hello! This is probably a silly question but for some reason I am really struggling with it. I want to just add new rows to an existing sheet.. pretty simple.. but for some reason the unique identifier requirement is throwing me off. What do I do in data shuttle to just add new rows from an excel file to an existing sheet?…
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Best Practice: Transferring Ownership of sheets interfaced with DocuSign templates
Good afternoon, I am about to leave my role and am working on a smooth transfer of Ownership plan. I have several sheets that automate the use of docusign for document generation and then esigning. I created the DS Templates that are being used as well as the mappings for all of them. I'd like to ask what the best practice…
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Create a form from Smartsheet data
Here is an odd idea that we want to determine if it will work with Smartsheet. Our associates should be able to fill out a form and send it back to our offices, where it will immediately update in Smartsheet according to the entered categories. We are hoping we can then pull this information by monthly update to present on…
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DATEONLY Function
Hi all, I want to extract only the date from below-mentioned Date & Time format & then use it for computing the duration of certain activity. 08/28/2023 02:45:17 AM PDT DATEONLY formula is not working with this Date-Time format. This date & time format is extracted from our ERP system reports & can not be changed. Can…
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Egnyte
I can't get the integration with Egnyte to work. Is it available for a Pro account? If it is, how do I set it up so I can attach files from Egnyte?
