can we create an automation or other method of removing columns

BillyBossier
BillyBossier ✭✭✭✭
edited 07/22/24 in Smartsheet Basics

So I've been trying to figure out a way use have an automation transfer lines to a new sheet but then remove the extra columns. I'm ok using a helper column and then transfer it to a 3rd sheet but I cannot figure out a way to do it.

Basically I have several sheets I want to create where a long sheet gets transferred to another sheet with only a few columns really needed but there are new columns needed for this new sheet. I know I can "hide" extra columns and they won't become visible if new sheets are transferred but it would just be handier and cleaner if I could automatically remove the extra columns and then transfer to the new "smaller sheet"

Answers

  • jmyzk_cloudsmart_jp
    jmyzk_cloudsmart_jp ✭✭✭✭✭✭

    Hi @BillyBossier

    An easy way is to use the "Save as New" and remove unnecessary columns.

    If you want to maintain data consistency with the original sheet, you can use the INDEX & MATCH function to reference it.

    To do that, add an index column like Row ID to the original sheet. Then, on the referencing sheet, create a similar index column with enough IDs.

    The demo reference sheet below refers only to the Task Name, Start, and Finish columns from the original sheet to make a smaller sheet.

    The referencing sheet

    https://app.smartsheet.com/b/publish?EQBCT=368b0e4f771e40c385006bf33671c225

    The original sheet

    https://app.smartsheet.com/b/publish?EQBCT=490e15de072f416aad0a54d956377251