How can I get the Summarize function in report to use a standard unit?
I am writing a report, and the base data gives % of a person's effort. For some reason, when I sum the totals for a category, some of the groups give a whole number, and others give a % value.
In fact, it would be great to sum to a whole number, like the row for Total and the row for Sponsored, since 100% indeed equals 1.0 person. But even if it insisted on staying in % value, like those circled in red below, I'd be okay if it was consistent. Mixing types of units the report shows will absolutely confuse everyone.
Does anyone know how to make these formats consistent across all the summaries in a given column?
Answers
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Usually it's because somewhere in your group you have a blank or a non-% number that forces Smartsheet to default back to numeric format. It doesn't look like that's the case here, but I'm thinking that the Summarize might actually be picking up values that are filtered out of the report? Strange. That's the only reason I can think of.
If you remove your filters, does that particular group (006693) have some blank/numeric values in that column?
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Unfortunately, deleting all the filters did not change it. Here is what it looks like now:
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The columns are all text/number type, and use the percentage format in the data sheet.
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Unfortunately - reports do not have a "percentage format" button like sheets do.
Thanks for the tips - I'll know a few things to try when I troubleshoot next time.
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Hmm that’s really weird, I don’t see any data point in that group to cause a numeric. Maybe surface it to Smartsheet as a possible bug. Sorry I don’t have other ideas as to why that particular group is showing a number in the summarize instead of a %.
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THANK YOU!
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