DataMesh overview

DataMesh automatically copies and pastes data to ensure consistency among one-to-many relationships.

Who can use this?

Plans:

  • Smartsheet Advance Package

DataMesh is a premium app that maps your Smartsheet data across multiple sheets and reports, eliminating typos, duplicative data entry, and unnecessary work. 

If you have DataMesh by Smartsheet on your plan, it appears in your Launcher after you first sign in at datamesh.smartsheet.com.

Learn more in the DataMesh course with click-through instructions in Smartsheet University. 

Overview

DataMesh allows you to:

  • Automatically keeps data up-to-date across sheets.

  • Create links between sheets based on lookup values that you specify.

  • Automatically populate empty cells in a sheet based on a known lookup value in another sheet. 

    • For example, if you have a source sheet that contains phone numbers for a list of people, you could use DataMesh to update a different sheet with those same phone numbers.

When to use DataMesh

  • Project Planning: Pull cost information from a rate table into your projects.
  • Property Management: Ensure all address and location-specific data is consistent.

  • Human Resources: Keep employee information current across multiple sheets.

     

To effectively use DataMesh, it's essential to understand the following terms:

  • Source: This is where the information is being mapped from, either a sheet or a report. For example, a master list of employee information with employee codes, roles, and bill rates.
  • Target: This is where the information is being mapped to. For example, if you have a project plan and need to access the bill rates, you could map contractor information to the tasks in your project plan.
  • Lookup Values: They are unique IDs that shouldn’t repeat within your source. For example, employees might identify by their Employee ID number, which shouldn’t be repeated in the selected Lookup Value Column. Other examples might be part numbers or student ID numbers.

To create a DataMesh, in the source, you need Viewer permissions or higher for a sheet, and Admin permissions or higher if using a report. Similarly, you need Admin permissions or higher in the target sheet.