Making a Summary Table

Ahogg42

I need some help making a summary table. I am currently testing out moving our form completion tracking out of excel and into smartsheet. In excel, we track the type of document we are doing and the % complete on each category like below:

So I set up my sheet to have categories in the same way and I know how many documents I have by category and I know when something is Approved it is complete but I cant figure out how to get it into a clean report/dashboard view. I can get the values in a summary report but that doesnt seem to give me the clean answer im looking for.

For reference here is a snapshot of the sheet I have set up now (Im still developing the sheet before we launch so ignore several being called "Test"):

Ahogg42

Just wanted to update here in case anyone else has a similar issue. The fix I came up with was creating a "Data Sheet" and a row report from that sheet. Essentially the data sheet referenced the main sheet but did it in the exact format as the excel sheet. Then I just made a report that pulled in every column from the sheet so I can display it on a dashboard. Here is a screenshot of the results.

Hope this helps someone!

Paul Newcome

What exactly did you have in mind when you mention a "clean" report / dashboard view? Are you referring to something along the lines of the first screenshot, or are you wanting to do something different with the data?

Ahogg42

I am not opposed to something different is what I am saying. We are used to the way we have it but if we can convey a similar message thats easy to understand that will work too

Ahogg42

Just wanted to update here in case anyone else has a similar issue. The fix I came up with was creating a "Data Sheet" and a row report from that sheet. Essentially the data sheet referenced the main sheet but did it in the exact format as the excel sheet. Then I just made a report that pulled in every column from the sheet so I can display it on a dashboard. Here is a screenshot of the results.

Hope this helps someone!