Auto Group data

david.saunders · 11/04/24

All information on this form comes from Forms. I want the data to all be grouped together for the same PC (Profit Center) as it comes in without having to hit sort button each time. How do we do that?

Example as data comes in i want all data from a certain PC to be grouped together so I can see all data inputted from that PC as it comes in.

Michelle Choate 2 · 11/04/24

Unfortunately there is no way natively in Smartsheet for this to happen, however @SSFeatures has a great browser extension that does this.

david.saunders · 11/04/24

So there is not an Auto Sort or anything that can be put in place as data comes in? Right now all info is added in chronological order and then user has to select sort by PC to make it sort. Is there not a way to have it added and auto sorted by a category?

SSFeatures · 11/04/24

Thanks for the notification @Michelle Choate 2!

Hi @david.saunders, I created a browser extension to solve this problem:

https://ssfeatures.com

It adds a "Sort Automatically" checkbox that you can click, and it will automatically sort the rows whenever the data changes.

The extension also has some other features that you might find useful!

Best!

david.saunders · 11/04/24

That was perfect. Can you help me brainstorm a way to maybe add a space in between those different catagories so they dont run together? For example: Separating the PC #'s automatically after we sort them? Or have some type of header to show where the info for PC 425 begins/Ends and PC427 begins?

Want this to happen automatically so i dont have to manually separate each time i send out an update on this daily? This is a BIG report for my company that goes to a lot of people. Would like to have it set up to be automatic and clean looking if at all possible. Please help me brainstorm.

Thanks

david.saunders · 11/04/24

Also… on the sorting. I see where i can sort via your screen shot above, but i do not see that Sort Automatically button. Is that SSFeature a seperate software or download i need to do to be able to do that? i dont see how to set it up automatically? Please advise what i need to do so we will be able to do that automatically.

thanks.

Paul Newcome · 11/05/24

@david.saunders Have you looked into creating a row report? It does automatically sort, and you can use the grouping feature to create those separators / headers you also mentioned.

SSFeatures · 11/05/24

https://community.smartsheet.com/discussion/comment/460851#Comment_460851

Yes, this is a separate browser extension that you download and then it will automatically add the button into SmartSheet for you.

All you need to do is go to https://ssfeatures.com and then click the download button, and then reload SmartSheet, and you will see the "Sort Automatically" checkbox.

Julie Fortney · 11/06/24

I second @Paul Newcome 's suggestion of the row report. If it has to be sorted on the sheet itself, this can be done using Smartsheet Bridge. It's a premium app, but you might check to see if your org already has it as part of your licensing package. Sorting is just one of many things you can do with Bridge.

david.saunders · 11/06/24

I think Sunbelt Rentals has the Premium package with ya'll. How can I check to see if i have Bridge?

FYI: I got the SSFeathure working with the auto sort. Now i am just trying to put in a more of a report type visual so they are grouped by PC (Profit Center Column). I think that Bridge would work great.. just need to know how to check that. Please advise.

Paul Newcome · 11/06/24

You would need to contact your account rep. You can also use the API to do this, but Bridge is a little more user friendly once you get the hang of it.

Julie Fortney · 11/06/24

You could check with your account rep to confirm. If you have Smartsheet Advance you should have Bridge, but it will be a separate url specifically spun up for your org. Your account rep should be able to help you find it.

I haven't used SSFeature's extension, but I did note that there's a monthly cost once you complete the trial. Perhaps it's the way to go if this is the only advanced feature you plan to use, but if you already have Bridge or are interested in its additional capabilities, it's also worth considering. And if you can use the report as Paul suggested, that's even better, as it's free and takes seconds to set up.

Paul Newcome · 11/06/24

The following is not specifically directed at SSFeatures. As of this post, I have not looked into the program or used it at all. But I have seen other companies advertising add-ons that eventually dropped the ball, and Smartsheet is unable to assist in those cases.

Please keep in mind that not all integrations with Smartsheet are approved by Smartsheet, so make sure you do your due diligence on securities and whatnot before linking any outside program to your Smartsheet account.

.

@Julie Fortney Bridge is only included on Advanced Gold and Platinum. Advanced Silver unfortunately doesn't include Bridge.

Vivien Chong · 11/07/24

I think the best way to see the data grouped by the PC is to use a row report, instead of viewing the data from the sheet.

david.saunders · 11/07/24

We do not have Premium or Gold membership. We were looking at the difference in pricing and all that but i dont even see those names as a option… It just shows Pro, Business and Enterprise. We have the Enterprise package… is that the same as Gold or Premium?

Julie Fortney · 11/07/24

Enterprise is your plan level for core Smartsheet. Advance Gold and Premium are packages on top of that that include the premium apps such as Bridge.

Auto Group data

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