How To Export From Smartsheet To Excel

Exporting data from Smartsheet to Excel can streamline your workflow and ensure your datasets are portable and accessible. This process allows you to leverage Excel's extensive features for data analysis and presentation after transferring your work from Smartsheet.

In this guide, we'll provide step-by-step instructions to efficiently export your projects and sheets from Smartsheet to Excel. Additionally, we'll explore why Sourcetable may offer a more user-friendly experience for this task than Excel itself.

How to Export from Smartsheet to Excel

Exporting data from Smartsheet to Excel is straightforward with Smartsheet's built-in capabilities. Ensure your data is clean and well-organized before proceeding to maintain data integrity post-export.

Export Method 1: Through the Browse Panel

To export using the Browse panel, navigate to the left navigation pane and select 'Browse'. Choose the desired sheet or report, click 'Actions' at the top of the page, and select 'Export to Microsoft Excel'. This method quickly converts Smartsheet data into an Excel file.

Export Method 2: Using Right-Click

Alternatively, right-click on the sheet or report you wish to export and choose 'Export to Microsoft Excel' from the context menu. This method is a convenient shortcut for exporting data without navigating menus.

Export Method 3: File Menu Option

For a menu-driven approach, click 'File' in the upper menu, hover over 'Export', and then select 'Export to Microsoft Excel'. This method is part of the standard file handling processes within Smartsheet.

Note that Smartsheet formulas will not be preserved in the Excel export, and Excel does not support certain Smartsheet-specific column types or the Gantt chart format. For data types or structures not natively exportable, consider Smartsheet Marketplace plugins, ETL tools, or the Smartsheet REST API for advanced exporting needs.

Excel vs. Sourcetable: A Comprehensive Comparison

In the realm of data management, Excel has been a longstanding pillar, known for its robust functionality in data analysis and manipulation. However, Sourcetable emerges as a contemporary challenger, offering a unique blend of spreadsheet familiarity and advanced data integration features. This comparison sheds light on the distinct capabilities of each platform.

Excel's prowess lies in its extensive toolkit for data processing, familiar to professionals across industries. Its wide adoption has made it a default choice for many spreadsheet-related tasks. In contrast, Sourcetable's innovative approach allows users to amalgamate data from various sources into a single, accessible location, streamlining data consolidation.

Where Excel relies on user proficiency for formula creation and template design, Sourcetable introduces an AI copilot. This feature simplifies complex tasks, providing intuitive assistance in generating formulas and templates through a conversational interface, potentially reducing the learning curve and increasing productivity.

The choice between Excel and Sourcetable may hinge on the specific needs of users. Excel offers a traditional, time-tested solution, while Sourcetable caters to those seeking a modern, integrated data management experience with AI-driven support.