Importing data

EGBJ

I have a question. I have multiple sheets that feed into a report. The sheets have projects in them with actuals and remainder of year forecast. the data feeds into the report. At the end of the month that months actuals are loaded. Currently, the actuals are loaded on the report and pushed down to the individual sheets. We populate the actuals either by copy and paste or manually keying the amounts on the report. Are there any suggestions as to a way to import the actuals into the report? Just trying to eliminate a step in the process that can result in errors. It will take too long to open each sheet and load the actuals. Thanks in advance for any suggestions.

Ken Armstrong

Hey,

You should look into Data Shuttle The premium app add on. It can do all the things your looking for and be completely automated. I utilize data shuttle daily and all I do is attach our actuals excel sheet to the Smartsheet and its grabs the actuals and populates it in the correct cells based on our unique identifier (PO Number). You could use your project code. As long as the mapping is correct in the data shuttle it will eliminate human error. You might want to reach out to your account rep from Smartsheet and see if they can give you a free demo.

Ken Armstrong

Hey,

You should look into Data Shuttle The premium app add on. It can do all the things your looking for and be completely automated. I utilize data shuttle daily and all I do is attach our actuals excel sheet to the Smartsheet and its grabs the actuals and populates it in the correct cells based on our unique identifier (PO Number). You could use your project code. As long as the mapping is correct in the data shuttle it will eliminate human error. You might want to reach out to your account rep from Smartsheet and see if they can give you a free demo.

Andrée Starå

Hi @EGBJ

I hope you're well and safe!

To add to Ken's excellent advice/answer.

Here's more information.

https://www.smartsheet.com/marketplace/premium-apps/data-uploader

https://help.smartsheet.com/articles/2482755-dynamic-dropdowns-data-shuttle

Feel free to reach out if you need help getting pricing details.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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EGBJ

Good morning

Thanks Ken and Andree for the information. We will look into Data Shuttle. Have a great week!!

Ken Armstrong

@EGBJ Glad to help! Have a great week as well and if you need anything else please let me know and I will try and help as much as I can.

Andrée Starå

@EGBJ

Excellent!

You're more than welcome!

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