Excel Sheets as the base content for Dashboards

Hi- I have team members that are very resistant to anything new. They want to continue to use Excel for their spreadsheets and wonder if the Dashboard and other sheets that folks use in Smartsheets can actively link to their Excel sheets instead of actually having a SmartSheet.

I know that Tableau does this - it links to Excel to run, but I am not sure if SmartSheets has that kind of functionality.

Does SmartSheet have an app or can it do this function?

Thanks,

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Andrée Starå

Hi @Girv

There are a couple of options.

Are you using Excel Online?

The third-party service, Zapier, could be an excellent option for this scenario.

Another solution that also could work for this use-case is the premium add-on, Data Uploader.

More info:

https://www.smartsheet.com/marketplace/premium-apps/data-uploader

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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