Group by function in reports

ysuzuki

Does anyone know when Group-by in reports will be supported? If I remember correctly, it should be in this year (2018). Thanks for your advice!

 

Shaine Greenwood

Hi ysuzuki,

I'm not sure what you mean by a "Group-by" feature in reports. Can you elaborate on what you're wanting such a feature to do?

ysuzuki

Sorry for my late response. Say, we have a big category - sweets. In there, I have sub-categories, chocolate, cookie, candies. First, I sort by the big category, sweets. Then inside sweets, I sort by sub-categories, cookies, candies, chocolate. 

So we group by a big category first, then sort by next categories.

Hope this makes sense. I thought I saw this in improvement roadmap for reporting. 

 

Shaine Greenwood

Hi ysuzuki,

As long as the data in your sheets is labeled as such, with a dropdown column for "sweets" and another for the subcategory (chocolate, cookie, etc.) you can apply a multi-staged sort to a report in order to sort rows by "sweets" then their subcategory.

More information on sorting is available here: https://help.smartsheet.com/articles/504742-sorting-rows

If this isn't what you're referring to, can you further describe how this information would initially be organized in your sheets? How would line items be labeled as "sweets" and "cookie" for example if you're looking for a different way to categorize elements other than using columns in the source sheets?

martin_kemp

I see this request has been open for a while, and wonder if there's any progress on it. 

In my opinion Smartsheet reports would benefit greatly from the ability to apply a grouping by values in a specific column, per what Access can do: https://support.office.com/en-us/article/create-a-grouped-or-summary-report-f23301a1-3e0a-4243-9002-4a23ac0fdbf3

That way the grouped value can be shown as a heading for the sheet rows that have a matching value, rather than having to repeat that value in each row, which is a waste of space.

Take a simple example:

Item .     Month

Widget . January

Wodget . January

Wibble .  February

 

You can then report on that sheet, grouping by Month and the report would show:

 

Month: January

Widget

Wodget

Month: February

Wibble

 

As you can see, you now have a lot of room for other useful columns to be show, without the repetitive Month field.

I see that Smartsheet can sort by that, but I don't see a way to call out the grouping as a top label.

 

rk2019

While you are at it, please a row count for each Group By as well, so we can easily determine how many rows fall under each grouping.  This is really pretty basic reporting functionality.  I'm surprised it is no in there already.

 

Andrée Starå

Hi,

Please submit an Enhancement Request when you have a moment.

A New Way to Submit Your Feature Requests

To make your Enhancement / Feature Request count, send in the form above because there isn’t a guarantee, it will be registered otherwise.

Original Post: https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting