Importing from Excel works one way, but not another?
Hi there,
I am trying to create a new sheet from Excel data. If I create the sheet and then go into the sheet and click File>Import>Import from Microsoft Excel, I can pull the data in, but when I leave the sheet, everything is gone. When I import the data, I follow all the usual import steps, but the Save option is grayed out.
However, in the workspace, if I click Create and then Import from Microsoft Excel, the process works just fine and the data saves.
Does this mean that the File>Import>Import from Microsoft Excel is only for adding data to a sheet that already has a structure (column headers, primary column set)?
Thank you!
Best Answer
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Genevieve P. Employee AdminTo clarify, when you import data from Excel directly within the App, it will always create anewsheet. That means if you'reina sheet when you click Import, it will bring in the data to an entirely new sheet.
If you then leave Smartsheet and come back to the original, blank sheet you were on when you selected "Import", it will still be blank because data isn't mapped into that sheet. Does that make sense?
See:Import Files to Create New Sheets
Look for a new sheet with the same name as your file and you should find your data there!
Cheers,
Genevieve
Answers
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Colleen Patterson ✭✭✭✭✭✭
I find that the sheet will pull in as expected, but I need to enter data into at least 1 cell, in order for things to save / be accessible later. As soon as you do it, you would find the sheet to be accessible / findable in the search.
If my answer helped you, please be sure to mark it as Accepted to help future learners locate the information.
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Andrée Starå ✭✭✭✭✭✭I hope you're well and safe!
Strange!
If you haven’t already, I recommend submitting a support ticket through the newSmartsheet Support Portal.
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅做我的帖子(s)帮助或回答你什么stion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Genevieve P. Employee Admin
To clarify, when you import data from Excel directly within the App, it will always create anewsheet. That means if you'reina sheet when you click Import, it will bring in the data to an entirely new sheet.
If you then leave Smartsheet and come back to the original, blank sheet you were on when you selected "Import", it will still be blank because data isn't mapped into that sheet. Does that make sense?
See:Import Files to Create New Sheets
Look for a new sheet with the same name as your file and you should find your data there!
Cheers,
Genevieve
Categories
This method does produce separate reports:<\/p>
The Project Plan report will include this filter: \"Sheet Type\" is one of \"Project Plan\" -- this filter will exclude rows coming from the RAID Log (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"Project Plan.\" <\/p>
The RAID Log report will include this filter: \"Sheet Type\" is one of \"RAID Log\" -- this filter will exclude rows coming from the Project Plan (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"RAID Log.\" <\/p>
Thus, each report will include a filter rule specifying that only rows with its own sheet type can be included.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":108417,"type":"question","name":"How do i set up a conditional format, when i want more than one person in the assigned to column","excerpt":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that particular assignment, how do i set up conditional formatting for that, or would that be a formula?","snippet":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that…","categoryID":321,"dateInserted":"2023-08-02T14:26:40+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159629,"lastUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3381977656,"url":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","format":"Rich","tagIDs":[245,254,334,437],"lastPost":{"discussionID":108417,"commentID":388509,"name":"Re: How do i set up a conditional format, when i want more than one person in the assigned to column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388509#Comment_388509","dateInserted":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9VLKF1G9AO1Q\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:17:11+00:00","dateAnswered":"2023-08-02T14:42:44+00:00","acceptedAnswers":[{"commentID":388483,"body":"
