Column Name

Hello,

I'm creating a dashboard from data in excel that is extracted from other systems. I want the input grid in Smartsheet to be exactly the same as the excel i retrieved. The first row has the date headers, and I want these to be the column names, so that i can create the graph directly from the input grid.

Is there a way to make the first row as headers? Or a way around this?


Thank you

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Jose Vale

    Yes you are correct, if you have a new Excel file you would either need to import this as a new sheet each month, or you could copy/paste the information into an existing sheet (see: Tips for Using Copy and Paste). If you copy/paste, you would need to manually adjust the column names, unless you configured them to be generic for each month (such as "Day 1").

    You could potentially look into using the Premium Application Data Uploader (see here) to sync your data, however this also wouldn't update your column names.

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Jose Vale

    When you import an Excel sheet into Smartsheet, you'll have an option to click on the row that contains your column headers.

    Once you've selected this row, it will populate the preview in the bottom and you can adjust the names if needed.

    You can learn more about importing files in this Help Center article: Import Files to Create New Sheets

    Cheers!

    Genevieve

  • Jose Vale
    Jose Vale ✭✭✭

    The problem is that I want to extract this sheet from the system every month, and I have created a dashboard with it. This way I would have to create a new file every month.

    Columns are added for every date.

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Jose Vale

    Yes you are correct, if you have a new Excel file you would either need to import this as a new sheet each month, or you could copy/paste the information into an existing sheet (see: Tips for Using Copy and Paste). If you copy/paste, you would need to manually adjust the column names, unless you configured them to be generic for each month (such as "Day 1").

    You could potentially look into using the Premium Application Data Uploader (see here) to sync your data, however this also wouldn't update your column names.

    Genevieve

  • Two features I use all the time in Power Query are "remove blank rows" and "Use first Row as Headers". I'd also love if SmartSheet had the Choose Column, Go to Column functionality to navigate large sheets.


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