Add Ons and Integrations

Add Ons and Integrations

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Mapping Data Mesh Sums from a Report to a Sheet

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edited 01/15/25 in Add Ons and Integrations

Hello, I've done a bit of preliminary research but haven't seen a similar issue discussed. While I know Data Mesh can bring data from a report to a sheet, is it possible to use it to bring over sums from a report into a sheet?

I have a report which includes line-level financial data and have grouped that data by cost centers and accounts. I then have a summary which sums the transaction amounts by each grouping. I would like to be able to use Data Mesh to copy the sums at the account level to another sheet.

Is this possible? Looking at Data Mesh it only has the various column headers to select and seemingly no way to bring over a summary.

Best Answer

  • Community Champion
    Answer ✓

    Report sums, counts, etc. don't exist in your data, but are a "window" to help you digest how the data can be viewed. They're similar to data formatting like font colors and the like, that do not impact the content of your data, but just how people might consume that data.

    You'll need to create a KPI sheet to do a lookup to your underlying sheets to get subtotals for your sum column. Alternately, you can use the Pivot app to create a sheet with your sums. You can then make the Data Mesh trigger when that KPI sheet or Pivot destination sheet updates, to pull the account-level sums over to your other sheet.

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

Answers

  • Community Champion
    Answer ✓

    Report sums, counts, etc. don't exist in your data, but are a "window" to help you digest how the data can be viewed. They're similar to data formatting like font colors and the like, that do not impact the content of your data, but just how people might consume that data.

    You'll need to create a KPI sheet to do a lookup to your underlying sheets to get subtotals for your sum column. Alternately, you can use the Pivot app to create a sheet with your sums. You can then make the Data Mesh trigger when that KPI sheet or Pivot destination sheet updates, to pull the account-level sums over to your other sheet.

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

  • Thank you, this is good to know!

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