updating cells without loosing easy overview of historic data - how to?

Christine Rosenberg

We have a list of customers, where the invoice changes from month to month according to use of specific items. Example: Customer A will in

January pay for 2 item Y, 0 zero item X, and in

February pay for 3 item Y, 0 item X and in

March pay for 1 item X, 3 item Y.

Q1: Is it possible to have the customer update this information monthly? Via a form? Via a request?

Q2: Is it possible to have this kind of information in SmartSheet without overriding previous information? We are interested in having a historic view of the items paid for by the customer. 

I am looking for a smarter(automated) way of working than having this very manually process of adding additiona coulumns in xlxs 

Best regards

Andrée Starå

Hi Christine,

Yes, it’s possible. I’d recommend using update requests to ask for the information.

You can select which columns should be included.

More info: 

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Christine Rosenberg

Hi @Andrée Starå

I understand the request functionality. I am trying to find out how to work with more than 2D i SmartSheet like you do in excel , when you use the pivot table. AND using the automated workflows... :-) I am not sure its doable, but pretty sure.

I want that Klaus and Henrik every month is prompted automatically, to update their information on lab, office and diverse (without being able to edit previous months)

I want to have an internal overview of sum of office, labs and diverse as well as the distrubtion on users.

Further more, I want to calculate how much they should pay each month, and I want to see my income per lab and office.

Below are 2 pictures, one is raw data i excel and the other a pivot

Andrée Starå

@Christine Rosenberg

Please see my answers/comments below.

I want that Klaus and Henrik every month is prompted automatically, to update their information on lab, office and diverse (without being able to edit previous months)

A: Yes, it's possible. We would need a helper column to set a date from the month that would automatically send the update requests as needed. If needed we can lock the rows after the informations is added.

I want to have an internal overview of sum of office, labs and diverse as well as the distrubtion on users.

A: We'd either att those metrics together in the same sheet somewhere or in the Sheet Summary section or in a so-called Master Metric Sheet. The right choice depends.

Further more, I want to calculate how much they should pay each month, and I want to see my income per lab and office.

A: Same as previous question.

What do you think? Make sense?