Consolidate information from multiple modular sheets to a summary

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Hello,

I have a similar challenge to the post https://community.smartsheet.com/discussion/65698/how-to-link-multiple-cells-on-multiple-projects-with-ease

I manage multiple similar projects on individual smartsheets. Each project

sheet is modular and the PM populates each project sheet according to the

project time line.

I need to consolidate the same cells/milestones from each sheet by linking to one

summary sheet. I have around 60 active projects with 10 milestones each so

this will be manually intensive.

Does anyone know of an efficient method/tool to achieve the above?

 

I appreciate any advice

thanks

 

Tim

Best Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    Hi @Tim Dowden

    I hope you're well and safe!

    You could either use the cell-linking feature and structure a specific part of the Project Sheet with all the needed information, so it's as easy as possible to collect the information, or another option would be the Premium App, Control Center.

    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

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • Tim Dowden
    Tim Dowden ✭✭
    Answer ✓
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    Thanks again for your help to resolve the issue Andree,

    Just sharing the solution for anyone who may read this post.

    Solution: The reason my paste special was greyed out was because I was not opening the destination sheet from the same tab. (Note that opening from the same tab closes the sheet that contains the cell(s) just copied)

    Note: I found copying by using the mouse (right click - copy) was not reliable (sometimes failed to copy.) Cont-C worked every time

    This was the correct method

    1. Copy the desired data from source file
    2. In the same browser tab, click on the Browse (folder icon) button at the left side of the screen.
    3. Navigate to the destination file .
    4. Paste Special ("links to copied cells") the data in the desired cell(s).
    5. The "links to copied cells" will be available.


    Thanks again for your patience and help Andree

    cheers

    Tim

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    @Tim Dowden

    You're more than welcome!

    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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Tim Dowden

    I hope you're well and safe!

    You could either use the cell-linking feature and structure a specific part of the Project Sheet with all the needed information, so it's as easy as possible to collect the information, or another option would be the Premium App, Control Center.

    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

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • Tim Dowden
    Options

    Thanks for your prompt reply Andree,


    My family are all safe thanks! That is a great idea thanks!. I copied/consolidated the cells I want to link in one row for convenient copy and paste special to paste multiple links in one operation

    Unfortunately past "links to copied cells" is greyed out out - (both sheets are in the same tab in the browser) .

    😕

    Do you know of any work arounds?


    kinds regards


    Tim

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @Tim Dowden

    Happy to help and glad to hear that your family is safe!

    Strange!

    I'd be happy to take a quick look.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    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.

  • Tim Dowden
    Tim Dowden ✭✭
    Answer ✓
    Options

    Thanks again for your help to resolve the issue Andree,

    Just sharing the solution for anyone who may read this post.

    Solution: The reason my paste special was greyed out was because I was not opening the destination sheet from the same tab. (Note that opening from the same tab closes the sheet that contains the cell(s) just copied)

    Note: I found copying by using the mouse (right click - copy) was not reliable (sometimes failed to copy.) Cont-C worked every time

    This was the correct method

    1. Copy the desired data from source file
    2. In the same browser tab, click on the Browse (folder icon) button at the left side of the screen.
    3. Navigate to the destination file .
    4. Paste Special ("links to copied cells") the data in the desired cell(s).
    5. The "links to copied cells" will be available.


    Thanks again for your patience and help Andree

    cheers

    Tim

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    @Tim Dowden

    You're more than welcome!

    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.