Adding data from template into program rollup sheet

01/13/21
Answered - Pending Review

I am hoping this is an easy solution, but Id like to automatically add data from a "template" into my program rollup sheet. That is, when a user uses the "Project Budget" template, Id like to automatically copy portions of the data from that new budget and have it copied into another sheet (where my program roll-up data is housed). I cant figure out a way to do this automatically and am unsure if I bake those formulas into a template if it'll work as more templates are used).


When a new budget template is used, shown below, I want to copy that data to be shown in corresponding columns on my overall tracker.


Budget template:


Program Roll-Up:


Answers

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    Hi @mproudfit

    Have you considered a Sheet summary report and putting the data you want to roll up in the sheet summary fields?

    -J

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @mproudfit

    To add to Jeremiah's excellent advice/answer.

    You can set it up, so the template data is copied over automatically, but it will be static data and not linked or updated.

    Jeremiah's suggestion to use a sheet summary report would show the live data and could also be grouped/summarised in the report.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic day!

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Sign In or Register to comment.