Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
In Smartsheet, I generate a token under my personal account settings and paste it into Tableau > More > Other Databases (ODBC) > Driver:Smartsheet Live Data Connector > Connect > Use API token for SSO login. However, the token doesn't work and I am returned with the following error: Your Access Token is invalid". How can I…
Establishing a live data connection between Tableau and Smartsheet opens up exciting possibilities for enhanced functionality. By integrating web form capabilities directly within Tableau, we can present real-time data to users, enabling them to receive immediate feedback on the information they input. Given Tableau's…
Can we make a live connection between tableau and Smartsheet using smartsheet_ldc_setup_64bit_1.4.34.0_Signed ? I am able to do extracts but not Live connection.
Hi everyone, I am currently trying to connect Smartsheets to Tableau to create live dashboards using sheets from Smartsheet that I can share across my organization. I have explored the WDC method to set up this connection but with WDC 2.0 being deprecated in 2025 and with WDC 3.0 not being supported on Tableau public, I am…
In my organization there is focus to get tableau to provide data visualization in a similar manner as Smartsheet. There are teams of people that are working to set up what I have and I’ve been able to do what tableau is natively intended to do. I’m not trying to toot my horn but at the same time I feel that Smartsheet is…
Hello, We are trying to connect Smartsheet data in a Smartsheet DataTable to Tableau. We have too much data for a single Smartsheet sheet to hold all the data. Is there a way to pull data from a Smartsheet DataTable into Tableau? So far the methods considered are: Smartsheet ODBC connector Not seeing the DataTable as…
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