Export Report Using Data Shuttle

Sarah123
Sarah123 ✭✭✭
edited 10/17/22 inAdd Ons and Integrations

I'm trying to setup an export of a report using Data Shuttle in Smartsheet (to export it to Google Sheets so that I can combine it with another of my reports) and when I type in the name of the report in Data Shuttle it finds the report but won't let me select it. If I click through the folders for the report I can't find any reports listed. Is there a limitation on using Data Shuttle to export a report? I want to have only certain columns pull into a sheet (I have too many columns and rows to do a link to a cell and there is no way for me to do a DataMesh as I would have to essentially recreate the sheet I'm pulling from). If there's another way to be able to refer to a report that would work too (but I'm not seeing that as a possibility from my searches so far).

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  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Sarah123

    Currently Data Shuttle workflows can only be built with Sheets (not Reports), as you've found.

    You can select specific columns from the sheet in theMappingtab of the Workflow, eliminating any unnecessary columns. You can also setFiltersin the workflow to mimic any filters you had on the Report as well. See:Set filters to control which rows are offloaded

    Cheers,

    Genevieve

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  • Cristian
    Cristian ✭✭

    Can you link to Smartsheet? e.g. the source is a sheet and the target is also a sheet?

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Cristian

    You canuse anoffloadworkflow to offload data from one sheet into a CSV file that attaches to a different Smartsheet sheet, then use a separateuploadworkflow to upload data from that new CSV file into your second sheet.

    Depending on what you're looking to do, you may want to check out DataMeshinstead, see:DataMesh

    Cheers,

    Genevieve

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  • Sarah123
    Sarah123 ✭✭✭

    @Genevieve P.is there any way to setup an automated export of a report instead of manually going into the report to export?

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Sarah123

    You can set up a recurring email that exports a Report into anExcel file or PDF, see here!

    Cheers,

    Genevieve

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  • mmccar29
    mmccar29 ✭

    @Genevieve P.is there any insight on adding report selection capability to data shuttle this would be so helpful!

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@mmccar29

    I see you Voted on this Product Feedback & Idea thread, here:

    Hi,<\/p>

    I have a Dynamic report that gathers information from the same sheet across a number of projects and displays the lines that meet a certain filter criteria. Currently I have to export this to an excel file and add it as an attachment to the sheet that I want updated by the Data shuttle workflow. It would be good to point Data Shuttle to the report and design and offload workflow to do the first manual step.<\/p>

    Cheers,<\/p>

    Ed<\/p>","bodyRaw":"[{\"insert\":\"Hi,\\nI have a Dynamic report that gathers information from the same sheet across a number of projects and displays the lines that meet a certain filter criteria. Currently I have to export this to an excel file and add it as an attachment to the sheet that I want updated by the Data shuttle workflow. It would be good to point Data Shuttle to the report and design and offload workflow to do the first manual step.\\nCheers,\\nEd\\n\"}]","format":"rich","dateInserted":"2022-12-06T04:31:56+00:00","insertUser":{"userID":148119,"name":"Edward Sheaf","url":"https:\/\/community.smartsheet.com\/profile\/Edward%20Sheaf","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T05:48:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/98441\/allow-data-shuttle-to-use-reports-to-offload-data","embedType":"quote","name":"Allow Data Shuttle to use reports to offload data"}"> https://community.smartsheet.com/discussion/98441/allow-data-shuttle-to-use-reports-to-offload-data

    If there are updates in this are the Status will be changed and you'll receive a notification.

    Cheers,

    Genevieve

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Categories

@Pamela Wagner<\/a> - Hello<\/p>

The column mapping you setup in the DataMesh configuration is used to determine what information needs to link or copy and where it needs to go. The Execution Frequency<\/strong> is what tells the system when to run the DataMesh workflow.<\/p>

Execution Frequency: Scheduled execution frequency to update DataMesh values.<\/p>

The Update Immediately<\/em> execution frequency isn't supported when using a report as your source. If using a report this could be why you are not seeing updates immediately.<\/p>

As far as what triggers a workflow to run when \"Update Immediately\" is selected, DataMesh looks for matching cell values and these could come from manual entries, formulas, or cell links. When there is a successful mesh you can see the CONFIG LOGS by clicking the paper icon.<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

After clicking the paper icon a CONFIG LOGS window will pop up showing a history of all the successful and errors.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If it is unsuccessful the paper icon will be red or in the CONFIG LOGS it will show the error.<\/p>


<\/p>

If further investigation is needed I recommend to click here<\/a> to open a Smartsheet support ticket. If you do make sure you include any screenshots without personal or confidential information displayed.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":106986,"type":"question","name":"Orderable Charts","excerpt":"Good morning, I've done several searches here but now I'm going in circles. I have a sheet with records of usage of certain scripts we have. Each row has the user name, the script they used and the time they saved by using each script. My goal is to create a dashboard with two bar charts: user name vs total time savings…","snippet":"Good morning, I've done several searches here but now I'm going in circles. I have a sheet with records of usage of certain scripts we have. Each row has the user name, the script…","categoryID":321,"dateInserted":"2023-06-27T22:49:55+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T10:12:46+00:00","insertUserID":162870,"insertUser":{"userID":162870,"name":"Floretti","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Floretti","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtepzFRISfVceGRfv0bCcNLArPYeXU7TR7XoUKYU-Q=s96-c","dateLastActive":"2023-06-28T11:26:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-28T17:36:50+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":34,"score":null,"hot":3375858161,"url":"https:\/\/community.smartsheet.com\/discussion\/106986\/orderable-charts","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106986\/orderable-charts","format":"Rich","lastPost":{"discussionID":106986,"commentID":382777,"name":"Re: Orderable Charts","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382777#Comment_382777","dateInserted":"2023-06-28T10:12:46+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-28T17:36:50+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/ZTQTKTUZ3MCG\/2023-06-28-08-45-55-smartsheet-com.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-06-28 08_45_55-Smartsheet.com.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T04:11:53+00:00","dateAnswered":"2023-06-28T03:42:08+00:00","acceptedAnswers":[{"commentID":382742,"body":"

I understand. Unfortunately, there is no other option that I see. One thing to make it easier for you to add the name is to have a helper column in the source sheet with a formula to identify duplicates. If there is a record with no duplicate (i.e., a new name added), you can get notified through a workflow and use that to add the name to your metric sheet.<\/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":106962,"type":"question","name":"Issue with cross-sheet =INDEX(MATCH()) formulas","excerpt":"I am consistently coming across an error where my cross-sheet referenced =INDEX(MATCH()) formulas are pulling the incorrect information. I am fairly certain my syntax is correct and that this is a bug. This is happening across multiple sheets I have. I have included one example, but note that I have found this to happen…","snippet":"I am consistently coming across an error where my cross-sheet referenced =INDEX(MATCH()) formulas are pulling the incorrect information. I am fairly certain my syntax is correct…","categoryID":321,"dateInserted":"2023-06-27T15:24:54+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T16:36:47+00:00","insertUserID":162821,"insertUser":{"userID":162821,"name":"egardner","title":"IT Project Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/egardner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4VRPFNVQ0MWG\/n8WTXSBZQZI0N.JPG","dateLastActive":"2023-06-28T13:32:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-28T17:08:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":61,"score":null,"hot":3375853301,"url":"https:\/\/community.smartsheet.com\/discussion\/106962\/issue-with-cross-sheet-index-match-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106962\/issue-with-cross-sheet-index-match-formulas","format":"Rich","lastPost":{"discussionID":106962,"commentID":382887,"name":"Re: Issue with cross-sheet =INDEX(MATCH()) formulas","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382887#Comment_382887","dateInserted":"2023-06-28T16:36:47+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-28T17:08:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/I4UKI5HYCYIO\/formula-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Formula.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T13:34:39+00:00","dateAnswered":"2023-06-28T13:01:09+00:00","acceptedAnswers":[{"commentID":382813,"body":"

The problem is with a misplaced parenthesis. That zero at the end is technically part of the INDEX function, but you want it as part of the MATCH function to denote an exact match.<\/p>


<\/p>

You have:<\/p>

INDEX(.........MATCH(...........), 0)<\/strong><\/p>


<\/p>

You want:<\/p>

INDEX(.........MATCH(..........., 0))<\/strong><\/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&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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":5422,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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