Linking Smartsheets

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Hi, first timer here... So I'm using Smartsheets to track issues that are identified on a particular system so that I can maintain a count of those issues using a single sheets. All well and good. Now, I need to (I'm thinking in a Separate sheet) track the MONTHLY issues. For example, April I tracked 10 issues, and in May I tracked 35 issues and so on. The hard part is that I have several platforms with several HUNDRED issues that I'm tracking - so I'm looking at collecting all of that data into a single sheet so I can report on it without having to spend hours in the data.

Any ideas?

Thanks!

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Bob Lang

    I hope you're well and safe!

    Do you have access to Data Shuttle that can be used to collect all the data together? Then, you could use a Report to show it in the way you need.

    Would that work/help?

    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.

  • Bob Lang
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    Thanks Andrée Starå for your input but unfortunately, I don't have access to Data Shuttle.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Bob Lang

    Happy to help!

    Is it something you could add?

    If not, you could add so-called helper sheets (one per source) and then use cross-sheet formulas to collect everything together in one Metrics sheet. (you'd have to add the data manually by copying/pasting or importing and then move the data to the correct sheet)

    Would that work/help?

    Remember! 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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