Smartsheet Pivot App (2024)

FAQs

What is the Smartsheet Pivot app? ›

Pivot tables slice and dice your data to create a meaningful summary sheet from data stored in a sheet or report, and they enable you to create charts in dashboards with report data. Smartsheet pivot tables update summary sheets as your data changes, helping you access and organize the data you need, quickly.

With the Pivot App, you can create a pivot table that allows you to: Create rollup summaries and surface key information across multiple sheets. Keep summary metrics up to date as new data is added. Quickly identify and adapt key segments as your data needs change.

The Smartsheet desktop app for Windows and Mac helps you easily access Smartsheet from your taskbar, organize your items in tabs, get notifications, and work without distractions. Visit this help article to learn more about Smartsheet for desktop.

The Smartsheet mobile app for iOS and Android allows you real-time access to your Smartsheet data, wherever you are. Whether you're in a meeting or on the go, you can easily update information in the editable grid, track real-time progress on dashboards, and fill out forms to collect data.

Use Smartsheet if you want to collaborate with your team and external parties (clients and customers) to solve project management and data pipeline tasks through GANTT charts, kanban boards, etc. Use Excel if you need to manipulate and run in-depth analyses of large datasets.

Smartsheet lets you plan, track, automate, and report on projects, with everything you need in one place. Everyone involved can see exactly what needs to be done to keep a project on track.

Open a Google Sheets spreadsheet. Select all of the cells with source data that you want to use (including column headers). Click Insert, and select Pivot table. In the Create pivot table panel that appears, choose if you want to insert your pivot table into a new sheet or an existing sheet.

Data Shuttle allows users to create Upload Workflows to bring data from CSV, XLSX files, or Google Sheets into Smartsheet and Offload Workflows to send data from Smartsheet sheets to CSV or XLSX files.

Google Sheets

One of the more simple Smartsheet alternatives is Google Sheets. It's a free spreadsheet tool by Google with various uses such as data management and even project management. Google Sheets was built with the same concept as Excel, but it's simpler and has a cleaner interface.

Despite not being a Microsoft product, Smartsheet collaborates closely with Microsoft's suite of tools to deliver comprehensive project management capabilities.

Is Microsoft Smartsheet free? ›

At the end of your trial, you can select a Free plan or one of our paid plans. If you choose the Free plan you will have limited access to your Smartsheet content.

Smartsheet is a software as a service (SaaS) offering for collaboration and work management, developed and marketed by Smartsheet Inc. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.

Some of the companies that use Smartsheet include The Walt Disney Company, Lucid Motors, Disney Parks, Experiences and Products, SpaceX, Sanofi, BDO, Centier Bank, Daniel J Edelman Holdings, Hogarth Worldwide, GE Vernova and many more.

The Smartsheet integration with Microsoft Teams harnesses the creativity and spontaneity of conversations and pairs them with your work to transform conversations into action. The integration allows you and your team to work easily and effectively across both platforms from wherever you're collaborating.

What is the use of a Pivot Table? A Pivot Table is used to summarise, sort, reorganise, group, count, total or average data stored in a table. It allows us to transform columns into rows and rows into columns.

With WorkApps, you can build easy-to-navigate apps in a few minutes using Smartsheet and external content like Tableau dashboards or Google Docs, all without writing a single line of code.

The GETPIVOTDATA Function[1] is categorized under Excel Lookup and Reference functions. The function helps to extract data from specified fields in an Excel Pivot Table.