Reporting Roll Up

bryan.mcfaden21551

Reporting newbie and need guidance.   I have a standard sheet which has an Activity column where the drop down list is Active, Closed, Inactive, Requested, etc.)  Each item in the row is tied to a dollar figure.   Can Reports pull both columns, but roll up the Activity column by name into a total dollar figure?

i.e.  2 rows under Active are $100K each, 2 rows under Closed are $100K each.   Can Report Builder only show 1 row for Active and one for Closed, but show the total $200K value for each?

Shaine Greenwood

Hello,

Currently, calculations can't be created in reports directly—all calculations must be created in the source sheets and pulled into the report.

With that being said, you can create a summary row that contains a formula that calculates your total, then adjust your report criteria to bring that summary row in.

More information on formulas in Smartsheet can be found in our help center: https://help.smartsheet.com/functions