Summary Reporting

Jbotham

Hi there,

I have a grid sheet broken out by location, Parent Month, and week (for tracking weekly and monthly sales by location).

I'd like to get a summary by week of the multiple locations (ex: Location 1 Week 1 + Location 2 Week 1, etc).

What's the best way to go about collecting this? Screenshot of sheet below (this repeats for all 9 locations Jan-December)

Thank you for any expertise or advice!

Genevieve P.

Hey @Jbotham

If you're on a Business or Enterprise plan, then the easiest way to do this would be to use a Row Report! You can Filter by "Week 1", then use the Summary function to find the SUM of the weeks together.

If you want a Report to show all week summaries, you could filter instead by if the row says "Week", then GROUP by the Time Period and apply the Summary.

I notice that you have the Month as a Parent row... to get the correct grouping/filtering, you may want to bring in that Parent name into the Child rows as well:

=PARENT([Time Period]@row) + ": " + [Time Period]@row

Then you could use this as your Grouping column in the Report. Here's a free webinar on these features: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve

Jbotham

Ohhhh, Genevieve, I LOVE YOU!

Thanks for this resource share, too, appreciate you!

Genevieve P.

Haha no problem! 🙂

Let me know if you run into any snags settings this up and I'd be happy to share screen captures.