Smartsheet Basics

Smartsheet Basics

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I have a question about creating a cumulative report at the top of a sheet.

edited 02/25/25 in Smartsheet Basics

Hi, there are several columns in my worksheet that I need to add the cumulative value of, but are not numbers.

Each month has several possible choices (New, Active, Transfer Out/In, Discharge). I need the cumulative value of each to be visible on the sheet at all times. The number of Active, Transfer In, etc. What is the best way create this action? I envision a table at the top of the spreadsheet that keeps a running total the number of instances of each category

. I am creating this spreadsheet (and form) for each team member to document their activities. Will the solution you request change the form in any way?

Thank you so much for your feedback!

Answers

  • Overachievers Alumni

    hi @SLJohnson,

    have you considered grouping by the value in the report and then summarise it as count?

    it will show you something like that: Site faviconSmartsheet

    Tomasz Kowalski

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    Tag my name: @kowal if you need quick response.

  • Hello Kowal,

    Thank you so much for your feedback. I really appreciate it. That was a great suggestion. For reporting purposes the actual number of each category per month needs to be visible (active, new, etc). Just as if there were numbers in the column. Since the value is text, how can the number of times that value is used be shown on the sheet? I am seeking a solution for that specific request. Thank you again.

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