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Smartsheet in Powerpoint - Not Gantt Timeline
I want to either export or copy and paste my Smartsheet into a Powerpoint table once a week. The text has to be editable after I paste it. When I copy and paste, it loses all formatting. The transfer process is going to be used by my director, and I can't ask him to do a lot of transformations or steps to reach the outcome.
I'd really like to keep our collaborative tracking in Smartsheet, but without this key feature, I'm likely going to have to put everyone back in PowerPoint.
Comments
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Travis EmployeeHi Sarah! Getting grid data from a grid based program to Powerpoint will be difficult because they are two different formats (grid vs page with text boxes). If you want that data editable then it will be even more difficult. We do have a an integration with Office Timeline which can be used to easily add timelines and Gantt charts to your Powerpoint projects (see://www.santa-greenland.com/apps/officetimeline) but it sounds like you want to add grid data.
One option would be to have a link to a sheet in your Powerpoint. When you get to that slide, click the link to open the sheet where you can make your changes. This way, you won’t have to copy and paste any changes you make to the data in the Powerpoint back into Smartsheet and the data you are looking at will always be the most up to date information.
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One suggestion would be to allow a static url to a row in a Smartsheet to be added to powerpoint as a hyperlink. This would allow you to summarize a list of activities or topics in powerpoint with the hyperlink to the Smartsheet row. This would would eliminate the need to cut&paste updates from powerpoint and allow direct updates to the Smartsheet row.
Right now the "Send Update" function only sends dynamic url's and are unreliable for my suggested use above. Let me know if there is a better way to obtain the SS Row url.
Categories
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My suggestion (tedious but effective) is to adjust the trigger to be daily (date based with custom selection of every 1 day) and run at a specific hour with the same conditions.<\/p>
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Duplicate the workflow and adjust the hour to be the next hour. Duplicate again and adjust the hour. So on and so forth for each hour that you want to run the workflow on (this allows you to restrict it to only during business hours so someone isn't getting a ton of emails all about the same thing while they are sleeping).<\/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":[]},{"discussionID":109392,"type":"question","name":"COUNTIF using OR","excerpt":"Hi, I'm trying to count how many check boxes (out of a possible 4) are checked on a row (basically, countif w OR x OR y OR z is checked). I've tried many variations of the following formula: =COUNTIFS(OR[PNS]@row = \"1\", [EIP]@row = \"1\")) Thank you!","snippet":"Hi, I'm trying to count how many check boxes (out of a possible 4) are checked on a row (basically, countif w OR x OR y OR z is checked). I've tried many variations of the…","categoryID":322,"dateInserted":"2023-08-24T13:49:46+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T15:55:26+00:00","insertUserID":141331,"insertUser":{"userID":141331,"name":"deb_63_hydracor","url":"https:\/\/community.smartsheet.com\/profile\/deb_63_hydracor","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzYn23TqUOGU8A4PW0HalCwzLK5YNQsVxHwYcgL=s96-c","dateLastActive":"2023-08-24T15:43:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":141331,"lastUser":{"userID":141331,"name":"deb_63_hydracor","url":"https:\/\/community.smartsheet.com\/profile\/deb_63_hydracor","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzYn23TqUOGU8A4PW0HalCwzLK5YNQsVxHwYcgL=s96-c","dateLastActive":"2023-08-24T15:43:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":37,"score":null,"hot":3385781112,"url":"https:\/\/community.smartsheet.com\/discussion\/109392\/countif-using-or","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109392\/countif-using-or","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109392,"commentID":392374,"name":"Re: COUNTIF using OR","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392374#Comment_392374","dateInserted":"2023-08-24T15:55:26+00:00","insertUserID":141331,"insertUser":{"userID":141331,"name":"deb_63_hydracor","url":"https:\/\/community.smartsheet.com\/profile\/deb_63_hydracor","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzYn23TqUOGU8A4PW0HalCwzLK5YNQsVxHwYcgL=s96-c","dateLastActive":"2023-08-24T15:43:31+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T15:57:53+00:00","dateAnswered":"2023-08-24T14:47:28+00:00","acceptedAnswers":[{"commentID":392343,"body":"
If your column title contains a space, it must be surrounded with square brackets. This should fix it.<\/p>
=COUNTIFS(PNS@row, 1) + COUNTIFS(EIP@row, 1) + COUNTIFS(Facilities@row, 1) + COUNTIFS([Patient Care Experience]@row, 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109379,"type":"question","name":"Manage Workflows and Saved Workflows","excerpt":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an error I get when I try to save my workflow automation. All my conditions runs successfully but when I change action to alert someone. The send…","snippet":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an…","categoryID":321,"dateInserted":"2023-08-24T07:56:33+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:08:36+00:00","insertUserID":165593,"insertUser":{"userID":165593,"name":"Riana","title":"R","url":"https:\/\/community.smartsheet.com\/profile\/Riana","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9FLSSWC8RCEG\/nBVJ1OR1G1MKI.jpg","dateLastActive":"2023-08-24T13:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":80301,"lastUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":35,"score":null,"hot":3385753509,"url":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","format":"Rich","lastPost":{"discussionID":109379,"commentID":392316,"name":"Re: Manage Workflows and Saved Workflows","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392316#Comment_392316","dateInserted":"2023-08-24T14:08:36+00:00","insertUserID":80301,"insertUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T13:26:28+00:00","dateAnswered":"2023-08-24T12:46:28+00:00","acceptedAnswers":[{"commentID":392292,"body":"
Is your Site Name column called Site Name or Site Name:<\/p>"},{"commentID":392309,"body":"
Hi Debbie<\/p>
You are right on this one. The problem was my Site Name: it was as Site only on my sheet. I now resolved my issue. My workflow is saving successfully now. I Thank you so very much for your assistance. Please ignore the mail trail that I send you.<\/p>
You must have a wonderful day. I appreciate your assistance.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
