Unable to lock smart sheet filtered data in excel

edited 12/09/19 in Smartsheet Basics

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.


  • Mike L.
    Mike L. ✭✭✭

    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.