Control Center: Summary Data on a Different Sheet

Topher Barnett

In a Control Center blueprint, is it possible to send summary data to only one metadata sheet, then reference that data in column formulas (i.e. JOIN) from the project sheet? The need to have the summary data at the top of my template sheet is really screwing up my workflow. I have sheets that I want users to access via Card View to update, but the summary data shows up, which is confusing. The fact that the summary list can only be in the primary column makes things even worse.

Separately, why does summary data not go into the Sheet Summary where it would be nicely tucked away?

Topher Barnett

Figured it out:

1. Open the blueprint and go to the “Customize Profile Data” step
2. Remove all of the default fields
3. Click “Add Template Specific Profile Data” and select the Metadata sheet
4. Click “Show Advanced” and add a new field under the Metadata sheet for each summary line required.
5. In the main project sheet, use INDEX/MATCH to pull in data.
   1. Smartsheet is smart enough to keep the association between the new sheets once they’re generated from Control Center.

Topher Barnett

Figured it out:

1. Open the blueprint and go to the “Customize Profile Data” step
2. Remove all of the default fields
3. Click “Add Template Specific Profile Data” and select the Metadata sheet
4. Click “Show Advanced” and add a new field under the Metadata sheet for each summary line required.
5. In the main project sheet, use INDEX/MATCH to pull in data.
   1. Smartsheet is smart enough to keep the association between the new sheets once they’re generated from Control Center.

Meg Y

@Topher Barnett We use a seperate metadata sheet for each project. It collects the information needed for overall summary sheet. It also collects different metrics, mostly counts, that helped reduce the number of sheets/reports needed when creating a project.