Consolidating Data from Multiple Sheets

Dajah

Hello, I'm hoping there's an easy way to do this.

I have three sheets, they all are filled in using forms. All three sheets are used for tracking things to be billed to the same list of clients. This client list is identical between all three sheets, if it matters. 

I'd like a single sheet I can look at each month that will pull that month's data from all three sources. What I don't want to do is open each sheet every month, copy only that month's data, then paste it into a new sheet. 

Is there a report I can run that will give me a list of all entries in all sheets for a certain input period? 

 

Thanks!~

 

Edit: SOLVED. Thank you!

Andrée Starå

Hi Dajah,

You can create a report for that, and that would be my suggestion.

Do you need help to create the report?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Mike Wilday

Here are some basic helps for creating a report in Smartsheet. 

• https://help.smartsheet.com/articles/522214-creating-reports
• https://help.smartsheet.com/videos/smartsheet-reports (video link)
• https://www.dummies.com/education/internet-basics/how-to-run-a-report-in-smartsheet/

Marc Shecter

Although a report does enable the consolidation, the problem a report (at least for me), is that reports don't have any notifications. So, in my case, I want to consolidate 10 sheets into one view, and I want that one view to send out notifications of changes or new rows. 

 

Andrée Starå

Hi Marc,

How many rows/columns would it approximately be in total in the report?

We could maybe collect everything together in a sheet with the help of cross-sheet formulas.

Would that work?

Best,

Andrée

Marc Shecter

In our case, it's about 15 sheets, each with 10 columns and hundreds of rows. 

I was able to figure out how to do this using Zapier and the Smartsheet API. Here's a screen capture of the output. It meets our needs. 

For reference here's the API endpoint I used: https://smartsheet-platform.github.io/api-docs/#send-report-via-email

 

Andrée Starå

Excellent!

Thanks for sharing!