Merge data from one sheet into same document

Richard

Hi

Is it possible to merge data (individual rows/cells) in the one sheet into the same Google Docs or Word document? Ie, get a list in a sheet (multiple rows of one column) to show in a document. Everything i have found so far, starts a new sheet for each row.

Thanks

Cheers

Richard

Andrée Starå

Hi Richard,

How is it structured?

Is it only the list that should come from Smartsheet in the document?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Richard

Hi Andrée

It's not that complicated Just want to merge a column to one part of a document and another column to another part of a document, or a particular cell to a particular part of a document, etc. So could be a quote sheet with all the info held in a single sheet, that then merged into a presentable format in a document.

Thanks

Andrée Starå

Ok.

I'd recommend either to have a row in the sheet where everything is collected or cell-link to a different sheet and use that to create the document.

How often do you need to create the document? I've created a solution for a client where we ended up exporting to Google Sheets and then saving it as a pdf after a few settings were changed (no lines and more). It works great for their need.

Would that work?

Best,

Andrée

Richard

Hi Andrée

I'm thinking that I might use Column 1 for the title of information i want entered into the respective Col2 cell.

Like here - https://www.screencast.com/t/Ux2OCzeWuO

Then I would want to merge the data from cells in Column 2 into one document.

So 'to merge one sheet into one document', not 'merge data from each row on one sheet into multiple documents'

Thanks

Cheers

Richard

Andrée Starå

Happy to help!

If you want to use the Smartsheet Merge Google Doc integration, you would have to cell-link the information, so that is collected in one row.

Would that work?

Best,

Andrée

 

Dominique Rose Winther

Hey @Richard , did you manage to find any options for this or did you use the Google Doc integration? I need this same function for the same purpose you did - to create a cost estimate paper from a sheet - and would love to know if you found a solution. Especially if it isn't Google Doc since that isn't an authorized platform for us.

Best,

Dominique

Andrée Starå

Hi @Dominique WINTHER

At this year's Engage conference, Smartsheet just announced what maybe could be perfect for this use-case, Document Builder.

More info: 

https://www.smartsheet.com/content-center/product-news/product-releases/create-documents-faster-smartsheet

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Dominique Rose Winther

Thanks Andree - I'd seen that also and gotten excited, but unfortunately, what I need wouldn't work in PDF. Each cost estimate will vary in length, so it could be that we need to put in 5 rows and sometimes 50, which I don't believe a PDF allows for - I believe the form field must be locked to a specific size.

I'm thinking that if I'm able to build it in Word, then when the data is put in, the teams could delete the empty lines to get to a final.

Dominique Rose Winther

I just had a call with Smartsheet's @Michael Loughrey and he had an interesting solution that I'm going to try out here. I want to post it in case useful for others.

You can select which PDF document you merge data with, so you can actually have options that fit 5 rows and 10 rows, and 15 rows, and etc all the way up to 50 rows. People would select which option works for the document they are using.

Seems like a workaround that might work - I'll try it!

Andrée Starå

@Dominique WINTHER

Excellent!

Thanks for sharing!