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 have a dashboard that has a report widget and I was wondering, can that widget also show the documents attached to a row so you can click on them or is that only in the sheet?
Is there a way to prevent a shared user from seeing the data in the "View Detail" option? I'm trying to make sure that when a user is given access to view a report, they can only view the columns present in that report. The view might only show certain columns but the user can then click on the record as shown below and…
I have a project sheet with a Gantt chart where the timescale headings are not aligning with my project’s fiscal year and start/end dates. Configuration: - Primary heading: Quarters (displaying as Q4 2026) - Secondary heading: Months (MMM format) - Fiscal year start: February 2 - Week start: Sunday - Project start date:…
