Summary Report Issues

JeffV

I am trying to create a dashboard from an existing sheet. To get the summary data of the sheet, I am creating a Summary Report but it is only allowing to select system columns (created by, create date, last updated, etc.) not the columns in the actual sheet I want to summarize. Any suggestions?

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Matt Johnson

Hi @JeffV

For Sheet Summary reports you have to have fields in the Sheet Summary section off to the right of the sheet. This is an area to summarize data within the sheet with formulas but it can also have free text fields for values like Project Name or Project Description, Weekly Update, etc.

I hope that helps. -Matt

Paul Newcome

Try a ROW report instead of a summary report.

JeffV

Thank you both. I think the issue is I have a sheet that is a project tracking sheet for many projects but 1 line per project with columns for specific data: PM, status, project health, % complete, start date, end date, etc. How would I be able to capture the data in a dashboard format for say these areas:

Project Health: # of projects green, # of projects yellow, # of project red

# of projects by Project Manager

etc.

I'm trying to summarize the data then build a dashboard but not having much luck.

Paul Newcome

You can create a row report from the summary sheet and use grouping and summary features within the report itself.

JeffV

Thank you Paul. I will try that.

Paul Newcome

Happy to help. 👍️