Smartsheet Merge and Transpose
Hello,
I have two sheets.
One sheet is a list of items to be offered at a charity auction with a different row for each item and columns with specific (Item number, donor, minimum bid, winning bidder number, cost etc).
The 2nd sheet is a list of the bidders with a sum of the total that they have bid (bidder number, count of items purchased, total cost etc).
I need to be able to produce a summary for each bidder that includes a each item that they have purchased and the price, as well as the sum of all of their purchases. The number of items that an individual purchases can very.
I would like to use the Google Mail Merge to add all of this to a Google Doc to automatically generate receipts that could be emailed and/or printed. The Smartsheet Mail merge only allows data from one row to put on a separate document, so I need to have all of this data in one row on a single sheet or report.
Does anyone have any ideas about how to proceed. I am kind of stuck.
Thank you,
Tim J
Comments
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Hi Tim,
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Tim,
How did it go? Did you get something set up?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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