Export selected rows only to excel
Hello, is it possible to export only the filtered rows to excel? When doing the export, it will hide the rows that were filtered, but they will still be in the excel so if I try to copy and paste or create a mailmerge, the excel will also pick up the hidden rows.
Alternatively, is it possible to do a mailmerge via word directly from smartsheets?
Thank you
Comments
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Andrée Starå ✭✭✭✭✭✭
Hi,
Would it work to use a report instead?
I hope that helps!
有一个很好的一天!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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I have the same issue. I need to report externally via an excel and only want to pass along relevant rows based on a filter.
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Paul Newcome ✭✭✭✭✭✭
You could pull a report that mimics your filter then export that report.
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Mark Salamon ✭✭
The reason a report doesn't work is that filters may be ad hoc. Maybe you want to run a quick search and export just those results.
Also, if you are using dynamic view, you cannot base a report on a dynamic view, but the filters/export relationship work the same way in dynamic view.
SmartSheet, this should be an easy and obvious fix.
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Paul Newcome ✭✭✭✭✭✭
@Mark SalamonIf you create the report and just leave it there, adjusting the report criteria is pretty similar to adjusting sheet filter criteria. Just keep the report, and you can do a quick adjust on that, and you don't have to worry about the sheet itself being saved with the wrong filter or anything.
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Mark Salamon ✭✭
It looks like this feature has been added?
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If they are licensed on another account, they would need to either be first removed from that account (can cause some logistical headaches) or added as an unlicensed user on your account.<\/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":543,"urlcode":"licensed-users","name":"licensed users"}]},{"discussionID":108737,"type":"question","name":"Visibility on Form Submission","excerpt":"Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.","snippet":"Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see…","categoryID":321,"dateInserted":"2023-08-09T15:23:45+00:00","dateUpdated":"2023-08-09T15:24:46+00:00","dateLastComment":"2023-08-09T18:04:13+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T17:57:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-12T01:26:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":50,"score":null,"hot":3383201878,"url":"https:\/\/community.smartsheet.com\/discussion\/108737\/visibility-on-form-submission","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108737\/visibility-on-form-submission","format":"Rich","tagIDs":[204,324,334,440,448],"lastPost":{"discussionID":108737,"commentID":389865,"name":"Re: Visibility on Form Submission","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389865#Comment_389865","dateInserted":"2023-08-09T18:04:13+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-12T01:26:49+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":"2023-08-09T17:57:54+00:00","dateAnswered":"2023-08-09T15:59:17+00:00","acceptedAnswers":[{"commentID":389837,"body":"