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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.
I am attempted to export to excel. I have two different smartsheet documents to export. One of them exported to excel fine, but not the other. This happened a few weeks ago. I make sure all columns were the correct size & no cells were hidden. "We have found a problem with (file) Do you want us to try and recover as much…
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
