To much Dynamic data

Nathan Slatton

I have 12 grids (One for each month) that have dynamic (Column 1)offices, (Column 2) Appt Types. (Column 3) Amounts for those appt types, I need to combine them into 1 report but the report starts over each month stacking. So i though i would combine all 12 months into 1 grid but then i end up with duplicates(Offices and appt types). Im at a loss on how to fix any of this. Figured id come to the community before i just call SmartSheet and ask for help.

Adam Murphy

@Nathan Slatton if you use a standard report and add all 12 grids to it you should be able to achieve what you want by grouping the results (by month?) and maybe also by summarizing the data if needed. Have you tried using reports?

Hope this helps!

Nathan Slatton

Yes i did but the grids end up stacking instead of being side by side.

Adam Murphy

Oh, so you want Column 3 to not "stack", is that it? You could give it a different name in each sheet, then in the report add all 12 columns and order them as you wish. Would that work?

Nathan Slatton

So all 4 columns are the same on all 12 grids except they have different months attached to the 3 visits types(Jan Bumped Visits Ect.). I am trying not to have any duplicates and side by side like on the second Pic

I dont know if this is possible but I am trying.

Adam Murphy

Ok so I think my last answer would work. Keep the PHO Acknowledged column named the same in all sheets, that is your unifying value. Then rename the other 3 columns as desired in all 12 sheets so that each is unique. Once they are unique you can add them into your report. Does that make sense?

Nathan Slatton

@Adam Murphy You are right that would work but the issue is I need the Acknowledged/No Show/Bumped Visits (3 Seperate reports all the same way) column to show for 12 months and the PHO/Appt type to be the unifier. It currently looks like this on a report. (Filtered for simplicity)

Adam Murphy

Does the PHO/Appointment Type column contain unique values within each sheet or are they repeated on multiple rows (i.e are there repeats within that column?)?

Nathan Slatton

No Unique values

Adam Murphy

If they are unique values then could you create a "master" sheet that has all those unique values in the PHO/Appt Type column, then add all the columns you need for each month and use simple INDEX/MATCH or INDEX/COLLECT formulas to retrieve the corresponding values from each of the 12 sheets. Then use this master sheet for reports on dashboard. Would that work?