Master File sending selected columns to new consolidated sheet

AClarke

Hello all,

I'm quite new to smartsheet and I'm trying to find advice on consolidating data. I have a sales report that comes out of my ERP that has info on orders for multiple customers, sales data, delivery dates and plus loads of extra data. I wanted to upload this master file once a week to smartsheet and then have another sheet pull selected (not all columns) columns over to a new report or sheet but only for an individual customer. Can anyone give me advice on how to start looking at doing this? My goal is to be able to share a clean file with my customer only for their orders but I'm really not sure how to get started.

Thank you

Aaron

Matthew_Lanterman

Hi @AClarke,

Depending on how large your initial file is, you can upload your source data into a sheet, and then use the sheet to build reports from. Reports can pull selected columns in from the 'source sheet', and you can add filters to show just one customer.

Once you have the report built as you want, you can do a 'save as new' on the report, and then change the filter for each new customer you want a report for.

Then, you can schedule the report(s) to be sent to the customer as a .pdf or Excel doc. (File -> Send as Attachment)

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Here is a link to a good help article on reports. Smartsheet University is a great resource if you are just starting out, but does have a cost associated. Your CSM can also help guide you to other resources on Smartsheet.

You may also want to look into Data Shuttle, which would help get information into Smartsheet.

Andrée Starå

Hi @AClarke

I hope you're well and safe!

To add to Matthew's excellent advice/answer.

• You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

Would that 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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AClarke

Hello Matthew & Andree,

Thank you so much for your feedback.

I have been looking at the ideas that you have presented and I seem to have been able to make something work.

I appreciate you taking the time to reply :)

Wish you both the best.

Andrée Starå

@AClarke

Excellent!

You're more than welcome!

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