Smartsheet Workspace to excel using the connector

03/16/18 Edited 12/09/19

Before upgrading to the next tier (where the connector exists), I want to make sure what I want to do is possible.

Can the connector pass an entire workspace to Excel, rather than individual files.

There is a workspace that contains many gantt chart files and an easy to view row summary of each chart is wanted such that it updates itself. Each new project spawns a new gantt chart file so individual referencing is still too much work.

I know that this is only possible in Smartsheet using manual referencing of the desired column for each cell so I want to send the data to excel to be modified and viewed. 

Does the connector allow this behaviour?

Comments

  • Hello,

    The Live Data Connector (ODBC driver) will push data to excel on a cell-by-cell basis. 

    Since Excel doesn't have Gantt chart functionality, the Gantt portion of a sheet in Smartsheet can't be displayed in Excel—you'll want to use a different application that is compatible with the ODBC driver (such as MS Project).

    More on how the Live Data Connector works with Smartsheet is available here: https://www.smartsheet.com/apps/smartsheet-odbc

    You might also reach out to our Sales team for any questions on what the Live Data Connector can work with: https://www.smartsheet.com/contact?fts=contact-header-nav

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