Is Smartsheet the right tool for this project?

StefanoG

Hello!

I'm running a process within my company where I have information in a spreadsheet for roughly 50 different offices. Each of these offices has a leader that needs to input a lot of information in this spreadsheet, however, they should be able to see just the information related to their own office.

So as of now, I have a "master" excel file with information from all 50 offices, with a lot of different sheets and information. Then, I need to run a macro to split this master spreadsheet into 50 different office specific spreadsheets. Then I need to e-mail all these spreadsheets individually to each of the 50 leaders, wait for them to fill out the requested information (hoping that they won't change any formulas or formatting) and then consolidate all that information back into the master spreadsheet so I can run reports that are firmwide.

As long as I have automated the process the most that I could, I still think that maybe Excel isn't the right tool for it, and was wondering if Smartsheet would be a good tool for that.

Thanks!

Andrée Starå

https://community.smartsheet.com/discussion/131729/is-smartsheet-the-right-tool-for-this-project

Hi,

I hope you're well and safe!

Smartsheet would be perfect for this, and there are muliple ways to structure it. (Depending on how the information is structured now)

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

https://community.smartsheet.com/discussion/131729/is-smartsheet-the-right-tool-for-this-project

I'd recommend one of the following solutions.

1. Linked Sheets
2. Premium App/Add-on, Dynamic View
3. Premium App/Add-on, WorkApps

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Matt Johnson

Hi @StefanoG

Smartsheet + Dynamic View is the perfect fit for this. Or even Smartsheet + WorkApps (if you can justify Enterprise Licenses). Both of those options will do what you are describing.

Or, at the core product level, you would create 1 sheet housing all the offices and 1 report with the filter being (has any of: current user). Then each leader would access the same report and it will autofilter to that user, showing only their information. Only drawback here is each leader would need access to the sheet but it wouldn't have to be front and center in their veiw in Smartsheet.

I hope that helps.

Matt

StefanoG

https://community.smartsheet.com/discussion/comment/456919#Comment_456919

That helps a lot! Although I don't know what Dynamic View or WorkApps are (I'll find it).

One thing that really help the leaders is that on their office specific spreadsheets, they have dashboards that they can see the summary of what they have just entered. So let's say they have 2 sheets in there, one where they enter all of the information requested, then they jump to the dashboard to look at the summary, see if it makes sense, and then they e-mail it back to me.

Matt Johnson

That could be built out too. Reach out to me on LinkedIn if you want to connect offline. The core product option could be set up very quickly…like this time tomorrow you could be test driving it on a trial license.

Andrée Starå

https://community.smartsheet.com/discussion/comment/456921#Comment_456921

Here's more info.

https://www.smartsheet.com/marketplace/premium-apps/dynamic-view

https://www.smartsheet.com/platform/workapps

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!