How do I Export a Smartsheet to edit and add items and then Import it back into Smartsheet without creating a new Smartsheet?
This is a very basic low tech workaround. But it works for my needs (see notes below). I hope someone else can suggest something better for you.
1) export (Sheet1) to excel
2) make changes then import edited excel file into smartsheet (Sheet2)
3) Open the original file (Sheet1) and delete all rows (save a copy first)
4) Copy all rows from Sheet2 into Sheet1.
5) delete Sheet2
I assume you have references elsewhere to the original (Sheet1). This will only work if your (Sheet1) doesn't have formulas, attachments, comments or any other cell history that you wish to preserve. I only do this to refresh a "pivot table". I have to generate the pivot table in excel each month then replace the contents of the original sheet that is referenced by many reports.
Other options might be finding a third party solution. I'm pretty sure this exists but is not free.
Would it be possible to work directly in smartsheet (cross sheet formulas maybe?) so you can avoid this entirely? What is the process to update the exported data? What are the changes?
Hope this helps!
I have a Pro plan but I cannot create ANY reports. The system does not allow me to choose a folder, and consequently a sheet to create a row report and suggests an upgrade to Business or Enterprise. I'm quite new to Smartsheet and feel a bit disappointed with this limitation, or maybe I'm just doing something wrong. Alberto
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…