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Smartsheet as a Data Connector

Emile Ramsingh

I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.

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Forms

Dashboards

functionality

Automations

Project Management

Comments

Lindsay Whitbread

Hi,

It's pretty rare for Tableau and Smartsheet to be used that way - but it makes so much sense!

Something else related to those two products that I love is you can embed Smartsheet forms into Tableau dashboards, so that if there is some kind of insight found in the data, you can record any actions immediately into Smartsheet.

I was working with a brewer in the past who would look at their brew data using Tableau, and if there was something they wanted to follow up on, they'd fill in a Smartsheet form which was embedded into the dashboard, so that they never forgot to chase down any issues.

Cheers,
Lindsay

Emile Ramsingh

Adding forms to the dashboards I think is an avenue I am intrigued in implementing thank you for providing that testimonial!

Lindsay Whitbread

You'll want to use URL actions. Prepare to be excited! https://help.tableau.com/current/pro/desktop/en-us/actions_url.htm

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