Consolidating Finanical data from Projects to 1 report / Sheet

Leo_Catt
Leo_Catt ✭✭
edited 02/22/24 in Smartsheet Basics

Hi Everyone, hope someone can help.

I have a requirement to pull financial data out of each project that has a separate folder - there are about 100 of them. But I wonder if there is a way to automate this so I don't have to keep going in folder by folder to bring in new projects.

The end goal is to put it all into PowerBI as the amount of data is growing and will get start to make problems if we don't deal with it.

Anybody have this issue before? Any direction would be appreciated.

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Are all of the project folders in the same workspace and have similar naming conventions for the sheets within? If so, you can reference the entire workspace with a report and create a filter based on the sheet name to only pull rows from sheets that contain (for example) "Financial Data".

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