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 report that will generally only have about 15 rows on it. I see in other threads that Smartsheet will automatically create enough blank rows to reach 50, or at least 10 blank rows always at the bottom. Even if I delete the blank rows from the Sheet (which has hundreds of data rows), they reappear the next time I…
I need to setup automations based on a contract date that will notify me on a monthly/quarterly/annual basis so I can process paperwork at the appropriate time. Ideally, I'd like to set it up to send an email 90 days before that date. I have columns for the initial contract date and the frequency (one for the word…
Hi everyone, Is there a way to set a dashboard as the default homepage for all users upon login? Ideally, we’d like users to land directly on a particular dashboard instead of the usual default page. Is this possible through configuration, or is there a plugin or workaround that can help us achieve this? Thanks in advance!
