Automations

Hi All,

We use a system called ECLIPS and I need to create a report from ECLIPS with programs and combine into a separate sheet tab with exported data from Smartsheet. This is all saved in Excel. It is to identify programs that are new, or program status has changed.

I then add a new tab with programs to exclude and would compare with the other two new exported pieces of data to see what is missing (if any).

To do all of this I use VLOOKUP.

I understand it would not be possible to automate ECLIPS with Smartsheet, but if I exported this data is there a way I can better automate the rest of the process. where I have everything preset and then Smartsheet auto exports the data on a date set by me and then somehow, I import ECLIPS data, and it has the VLOOKUP formulas preset and can calculate everything.

I am probably asking too much.

Thanks,

Cleopatra

Find more posts tagged with

Automations

Accepted answers

All comments

kowal

hi @cleopatra

Are you aware of Data Shuttle? I think the most optimal would be to create a connection between the excel generated by ECLIPS with smartsheet so the data would update itself automatically but for that you need DataShuttle.

Andrée Starå

https://community.smartsheet.com/discussion/141088/automations

Hi,

I hope you're well and safe!

How often is the data updated?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏

cleopatra

The report is done approx every 2 months. Unfortunately I am unable to do the Data Shuttle subscription. I was hoping there may be another easier way to do this. Thanks so much. Cleopatra

Antonie B

https://community.smartsheet.com/discussion/comment/490107#Comment_490107

Hi @cleopatra ,

In this case, I would argue that using DataShuttle as @kowal suggested is the best way to achieve this.

It mainly has to do with the fact that importing data will always create a new sheet where the connections are not set for a VLOOKUP formula (I would suggest using an Index Match formula, as this will not break when you change the sheet column order).

A more manual suggestion would be this:

1- Create a template set where you have all the connections set via formulas on what you want to check

2- Import the latest update as a new sheet

3- Select all these rows, and use the "Move rows to another sheet" to move the data into the sheet where you preset the formulas

4- The formulas will then pull the data from the other sheets

From there you would then be able to work with the data, use "Save as New" to create a working copy where you can delete the information on the Template sheet for the next entry in 2 months.

It will be more manual but based on the frequency, I think this will be workable? You can read more on moving rows to other sheets here: https://help.smartsheet.com/articles/504748-moving-rows-columns-cells

Andrée Starå

https://community.smartsheet.com/discussion/comment/490107#Comment_490107

Happy to help!

I recommend one of the following because Data Shuttle isn't an option.

1️⃣ - Use a helper sheet that would contain all the data, and copy/paste into it. (If possible)

2️⃣ - Same as above, but import the new information to a new sheet and then move it to the helper sheet.

3️⃣ - Use the fantastic add-on, which makes this possible (+ many other features). SSFeatures from the excellent Nathan.

More info.

Import Data Into an Existing Sheet
✅ Allows you to import data directly into your sheet
✅ Supports Excel, OpenDocument, CSV, and TXT files
✅ Provides different import options, such as merging, replacing, appending, and filters

✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏

cleopatra

Hi thank you very much. I just checked SSFeatures and unfortunately it is a paid subscription. Both Data Shuttle and SS Features look ideal, but the paid subscription is not so much :(. Thank you for your help. Cleopatra😀

Andrée Starå

https://community.smartsheet.com/discussion/comment/490265#Comment_490265

You're more than welcome!

Did you see the pricing for SSFeatures. It's very affordable. (IMHO) 😉

✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.