Creating a report with grouping and summarizing from 2 different sheets

Hannahsamd

I have attached a screen shot of an excel template that I am trying to recreate in Smartsheet in a report. There are 2 sheets where this information is coming from. The first is just the names of the Supervisors and the Region they are managers of. The second spreadsheet has all of the information for everything else. I am not sure how to summarize or group these to make it look like the templates. Any help would be appreciated.

I also have attached the first sheet for more look into how that is set up. I need to figure our how to connect the 2 sheets as well through the Region column to match the region to the supervisor/manager

screenshot.png

(the second sheet with the rest of the information does not have the supervisors name)

screen.png

Andrée Starå

Hi @Hannahsamd

I hope you're well and safe!

You'd have to combine them first together in one sheet, and then you can report on the data.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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