使用数据穿梭导出报告

Sarah123
Sarah123 ✭✭✭
编辑10/17/22 添加插件和集成

我试图在Smartsheet中使用数据穿梭设置报告的导出(将其导出到Google Sheets,以便我可以将其与我的另一个报告相结合),当我在数据穿梭中键入报告的名称时,它会找到报告,但不会让我选择它。如果我点击报告的文件夹,我找不到任何列出的报告。使用Data Shuttle导出报表是否有限制?我想只有某些列拉入一个工作表(我有太多的列和行做一个链接到一个单元格,没有办法让我做一个DataMesh,因为我将不得不基本上重新创建我从拉表)。如果有另一种方法可以引用报告,那也会起作用(但到目前为止,我还没有看到这种可能性)。

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  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    @Sarah123

    正如您所发现的,目前Data Shuttle工作流只能使用工作表(而不是报表)构建。

    控件中从工作表中选择特定列映射选项卡,消除任何不必要的列。你也可以设置过滤器在工作流中模拟报表上的任何过滤器。看到的:设置筛选器以控制卸载哪些行

    欢呼,

    吉纳维芙

  • 你能链接到Smartsheet吗?例如,源是一张纸,目标也是一张纸?

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Cristian

    你可以使用一个卸载工作流将数据从一个工作表卸载到附加到另一个Smartsheet工作表的CSV文件中,然后使用一个单独的上传工作流将数据从新的CSV文件上载到第二个工作表。

    根据您想要做的事情,您可能需要检查Data相反,看到的:DataMesh

    欢呼,

    吉纳维芙

  • Sarah123
    Sarah123 ✭✭✭

    @Genevieve P。是否有任何方法可以设置自动导出报表,而不是手动进入要导出的报表?

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Sarah123

    您可以设置一个循环电子邮件,将报表导出到Excel文件或PDF,见这里

    欢呼,

    吉纳维芙

  • @Genevieve P。是否有任何见解,增加报告选择能力,以数据穿梭这将是如此有帮助!

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @mmccar29

    我看到你在这个产品反馈和想法线程上投票,在这里:ob欧宝娱乐app手机下载

    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":"2023-06-23T01:59:16+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

    如果有更新,状态将被更改,您将收到通知。

    欢呼,

    吉纳维芙

It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/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":106840,"type":"question","name":"Report not showing all rows that match the filter parameters","excerpt":"Hello! I have a sheet that has 3424 rows with a specific Due Date. When I look at that filter option in the report, I see that it sees 3424 for that field. However, when I add that parameter, only 2500 rows display. I can't find a row limit to reports that would cause this. Is there a row limit to reports that I'm unaware…","categoryID":321,"dateInserted":"2023-06-23T16:50:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T17:36:10+00:00","insertUserID":74136,"insertUser":{"userID":74136,"name":"asimcock","url":"https:\/\/community.smartsheet.com\/profile\/asimcock","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:45:49+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":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":33,"score":null,"hot":3375083206,"url":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":106840,"commentID":382043,"name":"Re: Report not showing all rows that match the filter parameters","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382043#Comment_382043","dateInserted":"2023-06-23T17:36:10+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":"2023-06-23T19:11:32+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:12+00:00","dateAnswered":"2023-06-23T17:02:03+00:00","acceptedAnswers":[{"commentID":382031,"body":"

See this article. There is a 2500 row limit for reports.<\/p>

https:\/\/help.smartsheet.com\/articles\/2482082-configure-grouping-to-organize-results-in-report-builder<\/a><\/p>"},{"commentID":382036,"body":"

That is only for grouping. If you are not grouping, there should be a small link if you scroll all the way to the bottom of the report to go to the next page.<\/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":106837,"type":"question","name":"All columns aren't showing up for Grouping in Reports","excerpt":"I'm pretty new to Smartsheet and can't figure out what I am doing wrong here. I am trying to Group by the \"PM\" column but it's not showing up in the list. It's formatted as a dropdown, but other columns that are appearing on the list are formatted the same way. What am I doing wrong? Thanks!","categoryID":321,"dateInserted":"2023-06-23T15:59:37+00:00","dateUpdated":"2023-06-23T16:10:12+00:00","dateLastComment":"2023-06-23T17:07:03+00:00","insertUserID":161580,"insertUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:47:34+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161580,"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":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":21,"score":null,"hot":3375076600,"url":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","format":"Rich","lastPost":{"discussionID":106837,"commentID":382035,"name":"Re: All columns aren't showing up for Grouping in Reports","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382035#Comment_382035","dateInserted":"2023-06-23T17:07:03+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":"2023-06-23T19:11:32+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\/2EJA60U6S04F\/pm-column-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"PM Column Issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:52+00:00","dateAnswered":"2023-06-23T17:07:03+00:00","acceptedAnswers":[{"commentID":382035,"body":"

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/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":5404,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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