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New Smartsheet release! Change Column Names Without Breaking Reports 1 год назад


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New Smartsheet release! Change Column Names Without Breaking Reports

A long awaited feature in Smartsheet is here! 🎉 In their most recent product release, Smartsheet added a key function to the relationship between #sheets and #reports. Watch Kelly Pratt demonstrate how source sheet column changes are now captured by reports – making reports are more adaptable to change over time. Feeling ready to optimize your workflow in Smartsheet? Let's talk! Connect with us for a free 30 Minute Discovery call to see how we can help: https://www.echoprojectmanagement.com... In the latest release of Smartsheet, users can now change column names without breaking reports. This feature streamlines the process of updating column names while ensuring that existing reports and formulas remain intact. Here's how to use this feature: Navigate to the Column Properties: Open the sheet containing the column you want to rename in Smartsheet. Right-click on the column header or click on the dropdown arrow to access the column properties menu. Rename the Column: In the column properties menu, select the "Rename Column" option. Enter the new name for the column in the provided field. Update Column References in Formulas (If Necessary): If the renamed column is referenced in any formulas within the sheet, Smartsheet will automatically update the references to reflect the new column name. Review any formulas in the sheet to ensure that the references to the renamed column are updated correctly. Make manual adjustments if necessary. Verify Reports and Automated Workflows: Check any reports, dashboards, or automated workflows that reference the renamed column. Smartsheet automatically updates references to the renamed column in reports and dashboards, ensuring that they continue to display accurate data. Publish Changes: Once you have reviewed and verified that all references to the renamed column have been updated correctly, publish the changes to the sheet. With this new feature, users can easily update column names in Smartsheet without disrupting existing reports or formulas. This helps maintain data integrity and streamlines the process of managing column names across sheets and reports. About Our Smartsheet Solutions: https://www.echoprojectmanagement.com... Stay Connected: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com... Our LinkedIn -   / echo-consulting-pm   Subscribe Here: https://www.youtube.com/c/EchoConsult... Recommended Playlists: Project Management -    • Getting Started with a Project Manage...   Microsoft 365 Tips & Tricks -    • Microsoft Feature Highlight: Improved...   ClickUp Tips & Tricks -    • ClickUp Tip: Tasks & Subtasks in Mult...   Smartsheet Tips & Tricks -    • Smartsheet Tip: Proofing   Webinars -    • Webinar: Selfcare & Wellness   SEO TAG: smartsheet,smartsheet tutorial,how to change the primary column in smartsheet,smartsheet training,smartsheet report change primary column,how to change primary column in smartsheet,how to change a primary column in smartsheet,smartsheet how to,smartsheet project management,how to use smartsheet for project management,how to use smartsheet,how to use smartsheet youtube,smartsheet reports,smartsheet for beginners,how to build reports in smartsheet SEO HASHTAG: #New_Smartsheet, #release, #Change, #Column, #Names, #Without, #Breaking, #Reports,

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