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Unable to lock smart sheet data in the excel once I export to Excel - I am loosing all the filters which I applied in the smart sheet. Need some help/advise.
Make a report. Use the report builder to populate your report with the records that you would see in the filtered sheet. Export the report records to excel.
I don't understand the issue with locking … can you explain further?
I'm on an enterprise license. I use the live data connector to link excel with smartsheet sheet(s) and report(s). It's has limitations (sharing/security) but it eliminates the need to constantly export data. A plus is that the excel sheet can be refreshed to reflect changes in smartsheet data.
Hi all - I have a report that includes a symbol column type. The report is displaying the column correctly (with the symbol). However when I create a Dynamic View from this report, instead of that column displaying symbols, it displays text. Is there a way to get symbols to display in Dynamic view?
Does Smartsheet have the capability to create business process flowcharts or process documents? Im looking for something similar to Vizio or lucid chart?
My manager has asked me to put a border around all of my metric widgets in my dashboard. I cannot figure a way to do this. I tried creating a jpg. of an unfilled rectangle and bring in as an image. But I could not get the widgets to stay on top of the reectangle. Any ideas?
