Link Data in a Smartsheet on a Specific Day and Make Static
I have several 13 Smartsheets that make up a campaign of projects. At the top of each sheet I have some metrics, including the % complete for all the projects, combined, on the Smartsheet.
I want to create a new Smartsheet that links data from the %Complete metric on a given day, and make that data static in the new Smartsheet. The goal is to run the report every 2 weeks , comparing the last % Complete that was recorded, to the new % Complete.
I understand how to link cells between sheets, but the data is dynamic and changes with modifications to the linked cells, so I can't record the status of the %Complete on a specific day.
Thanks for your help!
Donna
Best Answer
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Excellent!
Happy to help!
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi Donna,
Would it work if you copied the row over to the other sheet automatically?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I was hoping to find an automated solution, otherwise I have to go in to 13 Smartsheets to copy the cell data.
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Ok.
You'd only need to setup the Workflows once and then it will work automatically.
Another option could be to cell-link to a so-called Master Metric Sheet and then copy the rows to get the values at a given date.
Would that work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks for your second response, Andre'e.
I will give using the a workflow to automatically copy the column I need. I'm still somewhat new to Smartsheet, so I haven't tried that yet (didn't know you could do that!).
For now I'm copying the column manually from a master metrics sheet where I have just the projects listed by line and their percent complete. It's not elegant, but it works.
Thanks,
Donna
-
Excellent!
Happy to help!
✅Remember! Did my post 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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