Dynamic SmartSheets an Option?

Jen Burnett

First-time poster and amateur SmartSheet user here.

I have an existing Excel spreadsheet for our association's Marketing Schedule.

Each month has a row and each marketing medium (newsletter, magazine, social media, online ad, etc.) has a column where I list all of the programs and services that will be featured in that medium in any given month).

Most of these mediums also have their own dedicated SmartSheets. (I have SmartSheets for each issue of our magazine, SmartSheets for each issue of our monthly newsletters, etc.)

I'd like to ditch the Excel spreadsheet since it's double-entry and be able to generate a dynamic SmartSheet. 

No projects would be manually added to this Smartsheet, it would simply pull in information from all the various "medium" SmartSheets to create one master Marketing Schedule SmartSheet.

And anytime I make a change to one of these medium SmartSheets, the change would also be reflected in the Marking Schedule SmartSheet.

Does the ability to do this exist within this software?

Thanks

 

Andrée Starå

Hi Jen,

Welcome to the Community and the wonderful world of Smartsheet!

Yes, It sounds like it would work!

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)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Nicole Tellez

Jen, it sounds like you can create a report pulling all this data in from each sheet into one report.  Another option would be to create the mast sheet and then build a report for each medium to replace to the sheets you have.  Then users can update the reports that will flow back into the master.  But if you can share a sample of your Excel file, I can definitely offer further suggestions for your solution. 

Jen Burnett

Thanks guys! So glad there are some potential options here. Attaching a snapshot of the sheet I can't upload the excel format.

Just looking for a way to "reproduce" this format or something that conveys information this way so people can see all of our marketing efforts by month and medium on one page "on demand"

Andrée Starå

Happy to help!

The best method depends on how your information is structured in the individual sheets.

Can you share some screenshots of those as well?

Jen Burnett

This would be a typical template for the sheets I'd want to pull from:

 

Andrée Starå

Can you upload it again because I can't see anything?

Jen Burnett

Sorry about that - here you go.

Andrée Starå

Thanks!

Can you maybe share the sheet(s) or copies of them? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)