Bulk Updating Sheet using Data Shuttle?

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Trying to build a solution for data updates on a mass scale.

I use Data Shuttle UPLOAD to pull in & update rows of data that need attention from one person (list is 900 rows right now). From there, I use Data Shuttle OFFLOAD to send a file of any rows that have not received input to a shared folder. The next step is for the user to record action (OK, REJECTED) in a column of the offloaded sheet, and then use Data Shuttle UPLOAD of that file to edit the data in the sheet. It doesn't seem to work though!? I've tested edits in the offloaded doc, and when it uploads, nothing 'merges' with the sheet.

I do not want to replace all the data because we need to record what has already received updates.

Am I missing something? Or is this not a capability?

Answers

  • Amit Wadhwani
    Amit Wadhwani ✭✭✭✭✭✭
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    Hi @Adam N

    Sorry if I misunderstood, but I am curious to know why you would use this complicated process of going to Data Shuttle. Here is what I am recommending:

    1. There is one primary sheet that contains all the data, which has several columns including "Action". The Action column is empty.
    2. Another sheet is created which is an exact copy of the first sheet.
    3. An automation is created that would move any new row from first sheet to the second sheet.
    4. First sheet will take reference from the second sheet only for the "Action" column. Therefore, any changes made to the "Action" column for a row will be automatically updated in the first sheet.

    I hope this helps. Feel free to reach out if this does not answer your question.

    Best Regards

    Amit Wadhwani, Smartsheet CoE, Ignatiuz Software, Exton, PA

    https://www.linkedin.com/in/amitinddr/

    Best Regards

    Amit Wadhwani, Smartsheet Community Champion

    Smartsheet CoE, Ignatiuz Software, Exton, PA

    https://www.linkedin.com/in/amitinddr/


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  • Adam N
    Adam N ✭✭
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    Thanks @Amit Wadhwani - Apologies that my post was unclear. The main challenge I am trying to overcome is- my colleague will have to take action on 100s of rows of data at a time. For example- they will have to approve 136 lines of price changes sent for their review.

    • Rather than go one by one to select 'approved' from the dropdown, my approach above is looking to allow them to batch approve in excel / another file to then update the source sheet.

    Hope this clarifies the ask at hand.

  • Amit Wadhwani
    Amit Wadhwani ✭✭✭✭✭✭
    edited 09/05/22
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    Hi Adam

    I guess they can still do it. They can just copy the status "Approved" from a cell and paste it at all the places. If these rows are in sequence, that is event better. They can just select all the cells and paste it in one go. Alternatively, you can also have a checkbox for them so they can just check a row and an automation will mark it as approved.

    Will be happy to discuss this in person. This sounds like an interesting use case.

    Best Regards

    Amit Wadhwani, Smartsheet CoE, Ignatiuz Software, Exton, PA

    https://www.linkedin.com/in/amitinddr/


    Best Regards

    Amit Wadhwani, Smartsheet Community Champion

    Smartsheet CoE, Ignatiuz Software, Exton, PA

    https://www.linkedin.com/in/amitinddr/


    Did this answer help you? Show some love by marking this answer as "Insightful 💡" or "Awesome ❤️" and "Vote Up ⬆️"