Reports: Joining multiple sheets by column names

Jim Wilson

Let's see if I can ask this correctly.

I would like to have a report pull from 2 sheets.

Sheet A: Resource (Drop down of people in department), Department Name, Title

Sheet B: Project Plan (Possibly plans but lets stick to 1 sheet for now), with Assigned to , Status, etc

Assume I make the Resource and Assigned to the same column name.

I would like to pull the report to join these sheets so that I could have a nice summary of:

Resource, Department, Title, # of Tasks by Status

Every time I attempt this, the data for Department and Title have no information for Status, etc. The data for Status and etc have no information for Department and Title.

Still fairly new here, so maybe I am just missing something? Thanks in advance.

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SteyJ

Hello Jim,

It sounds like you have the gist of how pulling reports from multiple sheets works. All of the columns need to match column names. If they don't there will be rows with missing data. On top of having the same column name, they have to be the same column type

see here for more information:

https://help.smartsheet.com/articles/2482080-select-columns-to-display-for-report-builder

Jim Wilson

Thanks, that is helpful.

I do wish there was a different way. In some sheets the data I want to "join" with may be the Primary column, where in another sheet it is not. Also seems that if I really want to group without the empty rows, I need to have the same columns on both sheets. Unless I misunderstood this. Will be experimenting later today.

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