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新项目的工作簿模板集

你好,

我的第一个帖子到这个论坛和一些新用户到Smartsheet。谁能建议下面是可能的,如果是,如何做到这一点或指出我帮助这个话题。万分感谢!

***

我想为我需要为每个项目创建的一套文档创建一个模板集。

我今天做的是使用一个有多个选项卡的Excel工作簿。Excel中的第一个工作表包含我为项目输入的信息,然后该数据链接到所有15个工作表,这些工作表将自动填充第一个选项卡中的信息。

这在Smartsheet中可能吗?

评论

  • 嗨,内政大臣Jacqui

    很抱歉让你失望了,但你不能在Smartsheet中做到这一点,除非寻求外部应用程序的帮助。

    也就是说,通过精心设计你的表格和工作流程,它仍然比Excel有很多好处,而且其中很多好处在Excel中是不具备的。

    Smartsheet可以做得很好,并且仍然使用Excel进行统计分析从Smartsheet导出的数据。

    如果你是Smartsheet的新手,我建议你探索所有简单的东西,这会给你带来一些快速的成功…然后,如果你仍然需要一些更具挑战性的东西,我们可以告诉你如何使用Appsheet, Azuqua, Zapier, SQL Server作为支持数据库和Power Bi来看到一个漂亮的仪表板。

    希望这对你有帮助?

    Richardr

  • 亚当Overton
    亚当Overton 员工
    编辑03/31/17

    创建一个名为Project Template的文件夹

    对于Excel中的每个选项卡,创建一个Smartsheet

    使用单元格之间的链接链接到摘要项目表。

    当您想要创建一个新项目时,您可以转到您的home选项卡,右键单击project Template文件夹,然后选择Save As new。

    默认情况下,所有工作表之间的链接都将更新为引用新文件夹中的链接。只要确保保持默认设置:

    另存为新fix links.png

  • Jacquie汉尼拔
    编辑03/31/17

    谢谢你,亚当!这是有效的-感谢你花时间分享你的专业知识!!

  • 亚当Overton
    亚当Overton 员工
    编辑03/31/17

    Jacquie,我建议你在文件夹上另存为新文件夹后,考虑重命名工作表,以包含你的项目名称或编号。我使用这种模式,我有像项目概述,行动项目,里程碑等表名,如果不重命名,你可能会在智能表中有五个行动项目标签,不知道哪个与哪个项目有关。

    我在模板中做的另一件事是为每个工作表创建一个报告,这样我就可以将它们合并到Sight中(也需要业务帐户)。景象就像仪表盘。我设置了Sight小部件,这样当你点击它们时,它就会直接导航到工作表,这样你就可以编辑了。我将这些报告和Sight保存在我的模板文件夹中,这样当我保存为新文件夹时,它们都会更新。

    好运!

这次讨论已经结束了。
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Try this:<\/p>

=IF([Date of Site Survey (Product)]@row <> \"//www.santa-greenland.com/community/discussion/7814/\", IF(TODAY() > [Date of Site Survey (Product)]@row, \"yes\", \"no\"))<\/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":[]},{"discussionID":106277,"type":"question","name":"Help creating formula to update inventory automatically","excerpt":"The following is our brochure requests sheet. Right now we manually update our inventory each time we receive a request. Here is a snapshot of the new inventory sheet. I'd like to create a formula that automatically subtracts 100 from Spanish Qty each time the Request Completed is checked, the Request Denied column is…","categoryID":322,"dateInserted":"2023-06-09T16:17:37+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T18:12:07+00:00","insertUserID":161705,"insertUser":{"userID":161705,"name":"Christina S.","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20S.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:07:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161705,"lastUser":{"userID":161705,"name":"Christina S.","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20S.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:07:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":36,"score":null,"hot":3372664184,"url":"https:\/\/community.smartsheet.com\/discussion\/106277\/help-creating-formula-to-update-inventory-automatically","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106277\/help-creating-formula-to-update-inventory-automatically","format":"Rich","tagIDs":[204,219,254],"lastPost":{"discussionID":106277,"commentID":379911,"name":"Re: Help creating formula to update inventory automatically","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379911#Comment_379911","dateInserted":"2023-06-09T18:12:07+00:00","insertUserID":161705,"insertUser":{"userID":161705,"name":"Christina S.","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20S.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:07:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/FMANSEYA9OS3\/mm-brochures-request-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"MM-Brochures-Request-Sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T18:11:32+00:00","dateAnswered":"2023-06-09T17:51:51+00:00","acceptedAnswers":[{"commentID":379899,"body":"

@Christina S.<\/a> <\/p>

Switch your formula to:<\/p>

=[Spanish Qty Baseline]# - (COUNTIFS({Brochure Requests Sheet Request Completed}, 1, {Brochure Requests Sheet Request Denied}, ISBLANK(@cell), {Brochure Requests Sheet Brochures Confirmation}, CONTAINS(\"Spanish Brochures\", @cell), {Brochure Requests Sheet Submission Date}, >DATE(2023, 6, 8)) * 100)<\/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":204,"urlcode":"Forms","name":"Forms"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106270,"type":"question","name":"Completely stumped on this formula","excerpt":"Hello, I'm trying to be able to identify when an upsell comes through for a specific function. But so far everything I've tried hasn't worked. The sheet I want the information to show up on isn't the sheet that has the data so I have to reference a separate sheet. But basically what I'm trying to do is: =IF(AND({Customer…","categoryID":322,"dateInserted":"2023-06-09T14:28:33+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T19:58:02+00:00","insertUserID":151459,"insertUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":151459,"lastUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":34,"score":null,"hot":3372663995,"url":"https:\/\/community.smartsheet.com\/discussion\/106270\/completely-stumped-on-this-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106270\/completely-stumped-on-this-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106270,"commentID":379927,"name":"Re: Completely stumped on this formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379927#Comment_379927","dateInserted":"2023-06-09T19:58:02+00:00","insertUserID":151459,"insertUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T19:58:20+00:00","dateAnswered":"2023-06-09T19:39:44+00:00","acceptedAnswers":[{"commentID":379924,"body":"

@Paige_Hamby<\/a> <\/p>

I will admit, I was \"Completely Stumped\" for a moment as well... but I believe this should work.<\/p>

=IF(COUNTIFS({Customer Name}, Customer@row, {Document Type}, \"Upsell\", {Item Purchase}, HAS(@cell, \"SummitIT Upsell\")) > 0, \"Upsell\", \"//www.santa-greenland.com/community/discussion/7814/\")<\/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"}]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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