Smartsheet to Excel automated exports (40+ reports)
Hi all,
i'm looking for a solution for automated export of reports from our 14 data sheets. Sheets are very big - 50 columns, ~100k - 300k cells. We need to generate specific 40 excel files filtered on 2 - 3 parameters (with a specific structure, i.e. First row of data starting on 8th row of excel file, specific heading colors, etc. ). And we need to do it automatically every month.
Before that, we had like 6 reports which we integrated Smartsheet - Excel Power Queries, which required manual loading of 6 sheets, however now we need 40! which is excessive manual work. Has anybody got a solution for these kind of exports or have any idea how to achieve them? Zapier is not a solution, because it would require lots of data editing (column switching, date format changes), and it would take ~20 steps to achieve one report.
Any ideas appreciated. Thank you.
Answers
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Hi @Colemont
I hope you're well and safe!
Have you explored using the Premium app, Data Shuttle?
Is that an option?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi, Andrée,
Yes, i've checked this option, however it seems it can only export data as a table without any advanced features, like a specific structure, i.e. First row of data starting on 8th row of excel file, specific heading colors, etc. I am looking at 3rd party options like Sheet Director - https://www.youtube.com/watch?v=rlNCm4GAbKM
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