Data Meshing from a report to another sheet wipes out the data

我创建了一个报告I then exported that report into Excel and then uploaded that Excel into Smartsheets as it's own sheet.

I want to be able to data mesh from the report to the target sheet, but even though it's identical information when I data mesh it wipes out all of the information from my Assigned To column. This is my first attempting data meshing from a report, but I double checked my mesh and all of the columns are correctly matching.

Is there something different about using a report as the source sheet when data meshing?

Answers

  • Hello! Just curious if there is reason you're offloading the sheet to excel then just re uploading it?

    When you export data from Smartsheet to Excel, then bring excel data back in, you have to reconfigure drop downs and contact lists for data validation in Smartsheet. Try checking the source and target sheets to make sure they the same column type.https://help.smartsheet.com/articles/504553-import-files-to-create-new-sheets


    You can use a report as a source for data mesh, might just want to double check your unique identifier also didn't get mixed up in the data transfer.https://help.smartsheet.com/articles/2483040-create-data-mesh-config

    If that doesn't work, post some screenshots and we can attempt to fix it.

  • BethWork
    BethWork ✭✭✭✭

    @Tim C

    My thought process for doing it like this is because I need a method for playing around with project start and end dates using a Gantt view without actually changing the dates. I need the actual project dates to stay as they are, but essentially create a model of what it could look like if dates and resources were shifted. We're trying to show leadership where are resources are dedicated and aren't quite ready to just shift things around yet until we have a defined process. I need that information to data mesh as changes are made so it's not a manual process for that "projected" sheet. I'll also data mesh information from several other sheets to help with that.

    Yes, I double checked my unique identifiers and they are not mixed up which is what stumped me. It wipes out all the information in several columns. It wipes ou the information in the last four columns.

    I don't know if you need to know the column headers, too.

    image.png


  • Tim C
    Tim C
    edited 08/17/23

    Thank you for the context! DataMesh uses the API to write from one sheet to another. When dependencies are enabled, unfortunately it can't write to the end date because of the API limitation. Here is a great answer on this topic.https://community.smartsheet.com/discussion/56021/datamesh-gantt-charts

    If it's a different issue, then I'd submit a support ticket to get alsome eyes on it.

  • BethWork
    BethWork ✭✭✭✭

    @Tim CThank you! That makes sense. I didn't see this response back for some reason last week weirdly. I appreciate it.

Hi @Matthew Drake<\/a> <\/p>

There currently isn't a way to overlay an Outlook Calendar on top of a Smartsheet Calendar; you can do the reverse, publish dates from Smartsheet into Outlook.<\/a><\/p>

Please provide your feedback to the Product team through this form, here.<\/a><\/p>

Thanks,<\/p>

Genevieve<\/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":["discussion","question"]},"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":91824,"type":"question","name":"Dynamic View - Dropdown Lists","excerpt":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add in our own values if they don't exist in the dropdown. This has been extremely frustrating especially when trying to capture new values and…","snippet":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add…","categoryID":343,"dateInserted":"2022-06-06T17:24:20+00:00","dateUpdated":"2022-06-14T14:39:36+00:00","dateLastComment":"2023-08-25T19:03:11+00:00","insertUserID":113932,"insertUser":{"userID":113932,"name":"Emmy Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Emmy%20Anderson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jplUI_CI3bw!8o9VN1d3-no!6TkM7ozjpN6","dateLastActive":"2023-05-04T14:55:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":156788,"lastUser":{"userID":156788,"name":"Chris Broughton","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Broughton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p0HeqRqVoXw!8_nRN9ijwLw!lUie_n6pld_","dateLastActive":"2023-08-25T18:59:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":569,"score":null,"hot":3347530651,"url":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","format":"Rich","tagIDs":[319],"lastPost":{"discussionID":91824,"commentID":392652,"name":"Re: Dynamic View - Dropdown Lists","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392652#Comment_392652","dateInserted":"2023-08-25T19:03:11+00:00","insertUserID":156788,"insertUser":{"userID":156788,"name":"Chris Broughton","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Broughton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p0HeqRqVoXw!8_nRN9ijwLw!lUie_n6pld_","dateLastActive":"2023-08-25T18:59:04+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-06-08T12:36:40+00:00","dateAnswered":"2022-06-06T18:38:56+00:00","acceptedAnswers":[{"commentID":332119,"body":"

Hi @Emmy Anderson<\/a> <\/p>

You are not missing anything. This is how DV works with dropdowns unfortunately. My work around in the past is to create an other option in the drop down, user chooses save. Then have logic built for a text field that appears so the user can input the values not present in dropdown. <\/p>

Hope this helps<\/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":["discussion","question"]},"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":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":66594,"type":"question","name":"Is there a way to use OR in a Dynamic View filter condition?","excerpt":"In a View, I can create a custom filter that selects where the Project Lead is \"Mike\" but I want to also say \"OR Debbie.\" Is that possible? It looks like I can only choose AND.","snippet":"In a View, I can create a custom filter that selects where the Project Lead is \"Mike\" but I want to also say \"OR Debbie.\" Is that possible? It looks like I can only choose AND.","categoryID":343,"dateInserted":"2020-03-09T22:27:57+00:00","dateUpdated":"2022-06-14T14:36:49+00:00","dateLastComment":"2023-08-23T08:56:50+00:00","insertUserID":34501,"insertUser":{"userID":34501,"name":"MikeChambers","url":"https:\/\/community.smartsheet.com\/profile\/MikeChambers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/CT5AV825MQ3E\/nG12D47VYRO8A.jpg","dateLastActive":"2023-03-05T01:19:05+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":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":441,"score":null,"hot":3276579287,"url":"https:\/\/community.smartsheet.com\/discussion\/66594\/is-there-a-way-to-use-or-in-a-dynamic-view-filter-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/66594\/is-there-a-way-to-use-or-in-a-dynamic-view-filter-condition","format":"rich","lastPost":{"discussionID":66594,"commentID":392055,"name":"Re: Is there a way to use OR in a Dynamic View filter condition?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392055#Comment_392055","dateInserted":"2023-08-23T08:56:50+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":"2023-08-26T17:06:33+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/814\/KBHVAAPJ5RYA.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"OR.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2020-03-12T17:06:46+00:00","dateAnswered":"2020-03-12T13:01:18+00:00","acceptedAnswers":[{"commentID":242817,"body":"

You are more than welcome!<\/p>

Glad to hear that it worked for your present use-case. <\/p>

Remember! <\/strong>Did my post help or answer your question or solve your problem? Please help the Community by <\/em>marking it as the accepted answer\/helpful<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":["discussion","question"]},"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=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&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":643,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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