Getting a sheet to refresh data

CRL Planning

I have a number of sheets that are fed data via forms. The sheets are setup to deal with this incoming data automatically and they feed selected information to Dashboards via reports and formulas that run within the sheets.

The problem I have is that since there is no need to access these sheets, the data is not getting refreshed by user access and is not presenting the correct results on the dashboard.

As an example I have a formula that counts the number of entries that have been made during the day on the individual sheets [=COUNTIF([Date of Check]:[Date of Check], =TODAY())] , this works fine and presents on the dashboard as a metric but it only updates after the sheets are accessed.

My question is, is there a way to force these sheets to refresh automatically either when new data arrives via the forms or on a timer (say every 10 minutes the same as the dashboards)

This issue is not a showstopper as I just have to access the contributing sheets regularly to get the data to update but I like things to happen without user intervention.

Any ideas on this welcome

Murray

Andrée Starå

Hi Murray,

There are a few ways to make it work.

The third-party service, Zapier, is an excellent option for this scenario. Is that an option for you?

I prefer to use Zapier in my client solutions. For some processes, we use daily, and for others, we use hourly.

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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CRL Planning

Andrée 

I would rather just deal with this within Smartsheet but I wll have a look at Zapier as you suggest.

Thanks for your suggestion.

Regards

Murray

Andrée Starå

@CRL Planning Happy to help!

Let me know how it goes!

Nicholas Aspey

Has anyone tried making a dedicated row to be refreshed by the DataMesh app? I'm thinking that would trigger a datasheet update.

Amy Mizzi

Andree,

Thank you for the helpful Zapier suggestion. It is a pain to have to use a workaround like this - but I am thankful you provided it. Now my dashboards will have updated information even if I haven't worked on the underlying sheets and reports.

I am off to make an enhancement request to Smartsheet. :)

-Amy

Andrée Starå

Hi @Amy Mizzi,

Glad to hear that it was helpful for you!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or 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!