Update Report with new drop-down options

This is a multi-step question.

I have a Client Data sheet. One of the columns is Household Name. I'd like to be able to report various metrics at the household level - as well as the individual person level of the Household. In the screenshot, you'll see the Household Name, the Owner First Name & Owner Last Name columns. Each row equals an account they have with us.

I was able to easily pull in basic metrics to a sheet:

But I'd like to find an easy way to have child rows to detail out the individuals of the household if there are multiple.

We can manually create the child rows due to sheer number of these data sheets (close to 50-60 different sheets at any given time) plus, new households might be added at any time and I don't want a delay in reporting on them by having to wait for a manual update.

Anyone have any great ideas?

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Accepted answers

Paul Newcome

If you create a column on the source sheet that has first and last name combined, you can create a row report and group it first by Household Name then second by Full Name. Using the Summarize feature in the report should get you your counts and totals.

All comments

Paul Newcome

ChristinaC

Paul,

Thank you! This was such a simple fix and worked perfectly. I really appreciate your help.

Paul Newcome

Happy to help. 👍️

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