Best Of

I am in meetings all day today but would be happy to meet tomorrow if you are free between 10 - 11 AM CST or Friday between 9 -10 AM CST. If not, inputting a Smartsheet Pro Desk call is your best option (and one I like to use) and they can walk you step by step or provide more options.

Understood. Have you tried using the Summary feature:

Use the "Summary" function. Select the field you want to summarize (e.g., donation amount) and choose "Top" from the summary options. Enter 10 as the number of items you want to display. This will create a new field that displays a summary of the top 10 donations/organizations (based on the Summary criteria you use.) Note: You may need a helper column if you want to count how many approved donations a company has and use the COUNTIF function there.

Without seeing an example of your sheet, wanted to ask if you have tried using something as simple as a report that pulls from your main sheet, filters to show only approved items, grouped by focus area (your drop down list), uses the summary function to count and show how many approvals there are for each focus area, and then sort the report by approval amounts to show top ones?

Hey @Carly Chaput

Yes, you can determine what Level in the hierarchy a row falls using the Ancestor function. Using the COUNT/Ancestor function will default your top level to zero. If you want it to begin at 1, add a +1 at the end of the formula.

Typically I put this in a helper column that I have very cleverly named "Level" 😀

=COUNT(ANCESTOR())

or if you like it to begin at 1

=COUNT(ANCESTOR())+1

Is this what you were looking for?

Kelly