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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’m looking for some guidance on how to best structure an activity plan in Smartsheet. I need to track and display: Date ranges for each activity Activity month Monthly budget Key points such as promos/offers Major events happening during the same period (e.g., national holidays, International Women’s Day, etc.)…
I've just added six sheet summary fields to a sheet. But I have to add the same six fields to another eight sheets. I've been looking in the posts here, and I don't see anyone addressing whether there's any way to copy/paste the
I have given someone access as an Admin to allow them to create new sheets and edit existing and they keep being told they do not have access to edit. What could be causing this?
