Summary Reporting

edited 03/21/23 in Formulas and Functions

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.
    Genevieve P. Employee Admin

    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



  • Ohhhh, Genevieve, I LOVE YOU!

    Thanks for this resource share, too, appreciate you!

  • Genevieve P.
    Genevieve P. Employee Admin

    Haha no problem! 🙂

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

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