Build an Event Worksheet

You can collect supplier data, such as line item pricing, using event worksheets. You can also use event worksheets to compare and analyze supplier bid submissions at the conclusion of your event.

Select

Navigate

Events

Access your event.

In the

Build Your Response Sheet

section of your event, click

Add Worksheet

Select a

Worksheet Template

Add a Blank Standard Worksheet

When you select multiple worksheet templates, you create a worksheet for each template selected.

Click the worksheet name to open and edit the worksheet.

(Optional) To edit the worksheet title and add notes for the supplier, click

Edit Worksheet Details

(Optional) Add new columns to the default event worksheet on the

Add Column

tab.

In the

Column Names

section, copy and paste column headers from a spreadsheet or enter them manually. Use a single-line break to separate column headers.

Edit a column to define the type.

Column types set to Text
accept any combination of characters and numbers. Columns set to Number
or Currency
only accept numeric values. Columns set to Formula
calculate numeric values based on the formula you input.

To calculate the sum of columns with numeric values, select

Calculate Total

when editing the column.

Define the supplier visibility. As you complete this step, consider:

Option	Description
Show to Supplier	Suppliers can view the column but can't modify the information.
Supplier Fills	Supplier inputs the information.
Hide From Supplier	Supplier can't view the column. This visibility type can be used to include data for internal reference. Example: past pricing information.

(Optional) Click and drag column headers to reorder columns.

(Optional) To delete columns, select the drop-down menu next to the column title.

From the filter view, click the menu icon.

Select

Delete Column

(Optional) To add sections to your worksheet, click

Add Section

when viewing the worksheet.

Strategic Sourcing duplicates your column setup, but you can populate the cells with new information. You can use sections to collect bid amounts that might vary between supplier regions.

Copy and paste in data from a spreadsheet, or enter data manually.

Configure your

Worksheet Supplier Visibility

for each worksheet and its sections that you create to enable suppliers to view only the items relevant to them.