Aggregating Data (9 sheets for 40 different clients)
Hello, I have 9 identical sheets (obviously data within them differs) for 40 clients that I'd like to aggregate. The clients fall under 3 verticals and those 3 verticals roll up to one division. I have trying to aggregate the data through cross references but somehow have maxed that out (maybe I am approaching wrong?). Ultimately I would like to have aggregated data for reports/dashboard for each vertical and then the cumulative data from the 3 verticals rolls up into the division report
As an example, I have one sheet titled "Sample Compensation Transactions" (see attached). I would have one of these for each of the 40 clients. I would like to aggregate the count of total transactions; number of request types (overload vs equity adjustment), employee type and maybe status. I tried to do this using cross references but quickly hit the max (maybe I am approaching wrong?). Does anyone have suggestions on how to approach?
Thank you in advance!
Answers
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I hope you're well and safe!
Have you explored using reports and the grouping/summary feature?
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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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
If I create reports I seem to be unable to pull them into a dashboard in the way I need but maybe I am missing something.
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Can you elaborate on how you want to show/use the information?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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