Creating a "form" or summary page....
This is an example of what we currently have in Excel. I am trying to recreate it using SmartSheets. Is there anyway to layout a summary report like this? I have all the data in the Sheets, but leaders want a summary snapshot like this.
TIA!
Best Answer
-
There are a couple of options.
- Format a sheet to look similar to the Excel
- Format a sheet or Sheet Summary to include all the information as the Excel
- Use a 3rd party integration/service and the same layout and then get the data over to Smartsheet
What do you think?
Which option would be your preferred one?
I hope that helps!
Be safe and have a fantastic week!
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!
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
-
There are a couple of options.
- Format a sheet to look similar to the Excel
- Format a sheet or Sheet Summary to include all the information as the Excel
- Use a 3rd party integration/service and the same layout and then get the data over to Smartsheet
What do you think?
Which option would be your preferred one?
I hope that helps!
Be safe and have a fantastic week!
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!
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.
-
thank you! I will continue to dig and try to figure it out.
-
Excellent!
You're more than welcome!
✅Remember! 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!
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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