Data Shuttle - all rows get deleted?
Hi all,
I've got several excel files that I am trying to consolidate within Smartsheets. Unfortunately, the excel files change from month to month and I thought it would be good to delete line items from the target Smartsheet that are no longer in the source sheets.
However, if I select all three options as below, what happens is that it deletes the entire data entry from the target sheet, and does not update only the entries for this sheet. I've tried with no filter criteria, with filter criteria, but it still deletes entries from other source sheets in the target sheet.
Any advice? I'd like to avoid having data in the target sheet that is no longer present in the source sheet.
At this point I am leaving the last option (Delete...) unticked and everything works fine. The only issue is that the target sheet will contain data that is no longer needed there.
Answers
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Do you have multiple Data Shuttles pulling from multiple Excel files into the same Smartsheet?
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@Paul Newcome Yes. That's correct. Each of these sheets belong to different team member.
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There's where the problem is going to be then. "Excel A" is going to have different lines than "Excel B", so when the Data Shuttle to upload "Excel B" runs, it isn't going to find those same rows and will delete them. You would need to find a way to merge the Excel docs so that only a single Data Shuttle is pulling in all of the data at the same time.
The other option would be to use the individual Data Shuttles pulling from the individual Excels but have them populate their own individual Smartsheets. You can then use a report to pull all of them into a single item.
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@Paul Newcome thank you. Those were my exact thoughts already, just wanted to make sure I'm not making a mistake anywhere. I'm just trying to avoid having individual sheets as this will increase the amount of setups of different sheets/rules/offloads for each new hire. Thank you for your help.
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My suggestion would be to try to find a way to get it all into a single excel tab. Instead of having separate Excel workbooks, have a single workbook and give each person their own tab. Then in Excel you can combine the multiple tabs into one using various references and whatnot and then have Data Shuttle bring this one tab in.
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I have the same issue and only pulls from one tab on one sheet.
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