Can I get a total of the filtered rows?

david.mclean

Hi Community,

I've seen posts like this before, but cannot see if anything has changed in the past 4 years so hoping someone might be able to help!

I'm rebuilding my team's yearly budget which contains a number of fields that would need to have filtering capabilities. With the previous program we used, we were able to get a total budgeted amount that adjusted based on the filtered criteria, and I'm hoping that there might be something that can be done in Smartsheet that might enable the same functionality.

I have looked into using summary fields and Dynamic View but can't seem to figure out a suitable solution, so any assistance here would be greatly appreciated!

kowal

hi @david.mclean,

By filtering capabilities. you mean that if one column is dropdown list if you choose any proper value the dropdown list from another column will be dynamically changed?

If this is what you want to achieve the only feature that will do it in smartsheet is Bridge.

david.mclean

Hi @kowal,

Basically I need to be able to filter the grid by multiple criteria from multiple dropdown columns, and have a total amount cell changed dynamically based on the filtered criteria.

For example, I might need the budget filtered by a particular supplier, in a particular location, and only budget line items that the cost has been allocated as 'ordered', and have the total amount (either in grid or in a summary field) show me what the cost according to these criteria is.

kowal

hi @david.mclean,

In that case you can very easily set it up in the Filters. You just need to setup a Filter (you can also share this filter with others so if they open the sheet they can use your filter, or you can send fitered things to others as shared filter creates it's on URL in the browser). You can setup filter to show parent tasks etc. etc.

Here you can read more on filters.

Hope it helps.