Smarter SheetManager

Carry out complex sheet changes against multiple sheets in one go and run configs once or repeat on a schedule.

Save hours of admin time and prevent data inconsistencies.

  • Create & edit columns and sheet summary fields

  • Show & hide, lock & unlock columns

  • Set column descriptions, background and font colours

  • Set column formulas and Create sheet references

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Core benefits

Time saved

Automatically push complex updates to multiple sheets. No need for manual updates.

Scalability

Set your scope to individual sheets, named sheets, all sheets in a folder or even an entire workspace to keep sheet structures aligned across your enterprise.

Consistency

Maintains data uniformity by ensuring all your sheets comply with structural standards and naming conventions.

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Example use cases

You have over 200 project sheets and need to add a new Column to all sheets

You won’t want to do this one manually! Use the Add Column command to automatically create the required column across the selected sheets. You can even set the position of the column too.

You want to set a Column Formula across every sheet in a folder.

Use the Set Column Formula command to push the required formula to the specified column across the selected sheets.

You need to create a Cross Sheet Reference in hundreds of sheets

Use the Set Sheet Reference command to create the required cross sheet reference across the selected sheets. Set the name of the reference, the destination sheet ID and required range.

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Smarter SheetManager Commands List

Smarter SheetManager includes a number of “Commands” enabling you to make complex changes to multiple Smartsheet sheets in one run, saving you valuable time and protecting data integrity.

Smarter SheetManager works by selecting a Command then adding either one parameter {X} or two parameters {X} and {Y} as required.

Example 1 – for Command “Add Column {X}”, use the {X} parameter to enter the new column name.

Example 2 – for Command “Add Column {X} before column {Y}”, use the {X} parameter to enter the new column name and the {Y} parameter to name the existing column to the left of which the new column would be added.

Command Types

There are five types of command:

  1. Column Commands

  2. Sheet Summary Commands

  3. Column Formula Commands

  4. Column Formatting Commands

  5. Cross Sheet Reference Command

1. Column Commands

A selection of commands to configure the structure of your columns.

  • Add a new column named X

    {X} = name of the new column 

  • Add a new column named X before existing column Y
    {X} = name of new column, {Y} = existing column name. New column will be inserted to the LEFT of the existing column

  • Add a new column named X after existing column Y
    {X} = name of new column, {Y} = existing column name. New column will be inserted to the RIGHT of the existing column

  • Add a new column named X at location Y
    {X} = name of new column, {Y} = number (integer) of the required location where 0 is the far left of the sheet

  • Move column X to the LEFT of column Y
    {X} = name of column to be moved, {Y} = name of column to the LEFT of which column {X} will be moved

  • Move column X to the RIGHT of column Y
    {X} = name of column to be moved, {Y} = name of column to the RIGHT of which column {X} will be moved

  • Move column X to the LEFT of column Y
    {X} = name of column to be moved, {Y} = number (integer) of the required location where 0 is the far left of the sheet

  • Add a column description Y to column X
    {X} = target column name, {Y} = the required column description text

  • Change the type of column X to Text/Number
    {X} = name of column to change

  • Change the type of column X to Date
    {X} = name of column to change

  • Change the type of column X to Checkbox
    {X} = name of column to change

  • Change the type of column X to Single Picklist (single select Dropdown List)
    {X} = name of column to change

  • Change the type of column X to Multi Picklist (multiple select Dropdown List)
    {X} = name of column to change

  • Change the type of column X to Single Contact List
    {X} = name of column to change

  • Change the type of column X to Multi Contact List
    {X} = name of column to change

  • Rename the column named X to Y
    {X} = name of column to change, {Y} = new column name

  • Hide the Column named X
    {X} = name of column to hide

  • Unhide the Column named X
    {X} = name of column to unhide

  • Lock the Column named X
    {X} = name of column to lock

  • Unlock the Column named X
    {X} = name of column to unlock

  • Delete the Column named X
    {X} = name of column to delete

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2. Sheet Summary Commands

A selection of commands to configure the structure of your Sheet Summary fields.

  • Add a new Sheet Summary field named X
    {X} = name of new Sheet Summary field

  • Add a new Sheet Summary field named X ABOVE Summary field Y
    {X} = name of new Sheet Summary field, {Y} = Existing Sheet Summary field ABOVE which the new field will be inserted

  • Add a new Sheet Summary field named X BELOW Summary field Y
    {X} = name of new Sheet Summary field, {Y} = Existing Sheet Summary field BELOW which the new field will be inserted

  • Change the type of Sheet Summary field X to Text/Number
    {X} = name of Sheet Summary field to change

  • Change the type of Sheet Summary field X to Contact List
    {X} = name of Sheet Summary field to change

  • Change the type of Sheet Summary field X to Date
    {X} = name of Sheet Summary field to change

  • Change the type of Sheet Summary field X to Dropdown (Single Select)
    {X} = name of Sheet Summary field to change

  • Change the type of Sheet Summary field X to Checkbox
    {X} = name of Sheet Summary field to change

  • Change the type of Sheet Summary field X to Symbol (Flag)
    {X} = name of Sheet Summary field to change

  • Change the type of Sheet Summary field X to Symbol (Star)
    {X} = name of Sheet Summary field to change

  • Delete Sheet Summary field X
    {X} = name of Sheet Summary field to delete

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3. Column Formula Commands

A selection of commands to configure Column Formulas.

  • Add a column formula Y to column X
    {X} = target column name, {Y} = the required column formula

  • Convert all cells in the sheet calculated by a Column Formula to their current values and remove all Column Formulas

  • Convert all cells in the column named X calculated by Column Formulas to their current values and remove the Column Formula from the column named X
    {X} = name of column to convert

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4. Column Formatting Commands

A selection of commands to configure Column Formulas.

  • Change the background of column X to the colour specified in Y
    {X} = name of target column, {Y} = required colour specified as a HEX value, eg #FF0000

  • Change the text of column X to the colour specified in Y
    {X} = name of target column, {Y} = required colour specified as a HEX value, eg #FF0000

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5. Cross Sheet Reference Command

A powerful command to create cross sheet references across multiple sheets.

  • Create a new Cross Sheet Reference in each Sheet to the specified range within the specified sheet ID. This requires a special format where a formula is entered into column {X} as follows:

    {“Name”:”xxx”,”SourceSheetId”:xxx,”StartColumnName”:”xxx”,”EndColumnName”:”xxx”}

    • Name = Name of the new Cross Sheet Reference

    • SourceSheetID = Sheet ID of the referenced sheetStart

    • ColumnName = Name of column that STARTS the range

    • EndColumnName = Name of column that ENDS the range

    NOTE
    Where a SINGLE column is required as the range, specify this column for both StartColumnName and EndColumnName.

    EXAMPLE
    To set up a new sheet reference called ‘Clients’ to the ‘Client Name’ column in the sheet with ID ‘123456789’:

    {“Name”:”Clients”,”SourceSheetId”:123456789,”StartColumnName”:”Client”,”EndColumnName”:”Name”}

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