I have an excel sheet with at least 4 tabs, and i want to transition that over to Smartsheets

qqqCan anyone assist me in how i can do this, i know smartsheets doesnt include tabs. Below i will give an example.

How can i make this reflect in Smartsheets, and as i get new associates, I would need to match them up to a shift?

I hope that make sense. any assistance would help, thansk in advance.

Answers

  • Matt Johnson
    Matt Johnson ✭✭✭✭✭✭

    Hi Genesia,

    I do this for clients often. I import each tab into its own sheet and then we talk through the workflow. Usually this discussion leads to new ideas with the Automation Tools within Smartsheet and it almost always leads to a Dashboard to visualize the data. Sometimes 1 or more of the tabs in the excel file are set up like mini dashboards or a series of pivot tables. Once we recreate those with a separate metric sheet/dashboard then we delete the newly imported sheets since they are no longer needed. Maybe give it a shot on your own and if you need assistance, reach back out.

    Thanks!

    Matt

    Matt Johnson

    Sevan Technology

    Smartsheet PLATINUM Partner