How to replace the data with the latest Excel sheet in a file stored on One Drive?

Kathryn Bleakney

One of our vendors sends out an Excel sheet 3x a week. We have created reports and a Dashboard that breaks down this file into schedulers and sites. Each time the newest Excel sheet is sent out, I have been manually copying and pasting the newest data into the sheet that the reports pull from, replacing the data that had been there. I also upload the same Excel file into a "Historical" folder in the workspace so we have a way to see all of the original sheets.

How can I set this up to run automatically? I don't know if there is a way to tell Smartsheet to pull the newest file from an external folder and use that data to replace the data currently on a sheet.

Andrée Starå

Hi @Kathryn Bleakney

I hope you're well and safe!

A solution that would be perfect for this use-case is the premium add-on, Data Uploader.

More info: 

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

Another solution could be a "what I call" an Import sheet where you paste the information easily each time.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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