Connect Smartsheet to MS Excel for Insightful Visualizations

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What is Smartsheet?

Smartsheet is a versatile and user-friendly work management platform that enables organizations to streamline their projects, processes, and workflows. It offers powerful tools for collaboration, real-time visibility, and automation, helping enterprise companies improve productivity, make data-driven decisions, and achieve better results. Smartsheet can be easily integrated with other tools to create a cohesive ecosystem for project management and data analysis.

What is MS Excel?

MS Excel is a widely-used spreadsheet program that provides an extensive range of data manipulation and analysis features. Companies across various industries rely on this powerful tool for organizing, analyzing, and visualizing data, as well as for creating reports and dashboards. MS Excel can handle large volumes of data and supports numerous built-in functions, making it an indispensable tool for data-driven decision-making in enterprise organizations.

Connecting Smartsheet to MS Excel

There are several ways to connect Smartsheet to MS Excel, including:

  • Using Smartsheet's native export feature to save data as an Excel file, which can then be opened and analyzed in MS Excel. This method is suitable for one-time data transfers or ad-hoc analysis but may not be ideal for ongoing data synchronization.
  • Utilizing Smartsheet's ODBC driver to establish a direct connection between Smartsheet and MS Excel, allowing for real-time data access and analysis. This method requires some technical expertise and may involve additional licensing costs.
  • Employing third-party integration tools or add-ins to synchronize data between Smartsheet and MS Excel. These solutions can automate data transfer and eliminate manual processes, but their effectiveness may vary depending on the tool's capabilities and compatibility with both platforms.
  • Opting for a comprehensive data integration platform like Improvado, which offers a seamless and scalable way to extract and load data from Smartsheet to MS Excel, ensuring accurate and up-to-date information for analysis and reporting. This approach simplifies the data connection process and provides a robust solution for ongoing data synchronization.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
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Connecting Smartsheet to MS Excel with Improvado

Improvado is the best solution for connecting Smartsheet to MS Excel due to its ability to automate data extraction, transformation, and loading, eliminating the need for manual processes and reducing the likelihood of errors. With Improvado, you can easily access and visualize Smartsheet data in MS Excel, including all relevant metrics and dimensions that can be automatically extracted from the data source. The platform supports data normalization and customization, ensuring that your data is consistent and tailored to your unique reporting needs.

Moreover, Improvado is designed to handle large volumes of data, making it a perfect fit for enterprise organizations with complex data requirements. Its scalable architecture ensures that your data pipeline remains efficient and reliable, even as your business grows and your data needs evolve. Additionally, Improvado offers exceptional customer support, helping you address any challenges and make the most of your marketing and sales data.

Summary of connection Smartsheet to MS Excel

In summary, connecting Smartsheet and MS Excel is essential for organizations that want to leverage their data for better decision-making and performance tracking. While there are several methods available, using Improvado as a data connector is the most efficient and scalable option. Improvado offers numerous benefits, including customization, high-quality customer support, the ability to process large volumes of data, and the centralization of marketing and sales data. To learn more about how Improvado can help your organization achieve better data integration and analysis, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
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Activision relies fully on Improvado for its marketing dashboard.

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