One tab, multiple reports?

Jacob Tolman

Smart Sheet has proven to be an amazing tool. In using it, I have built several reports that are starting to take up too much space on my display. Some of these reports are very similar (Quarterly reports, for example, are taking up four tabs per year) and I want to consolidate them into one tab. How do I create multiple reports on one tab?

Richard Rymill SBP

I would suggest you use cell linking from each of your sheets to create a Portfolio view that shows the Key Performance Indicators of that sheet in a single row. From that sheet you can jump straight into the source sheet from a double click. 

OR you could use a report to pull in the main (KPI) rows from all the Sheets so you have a similar Global View, then if you wish to interrgate the source sheet just double click the live link. 

I am not aware of any way to stack reports on top of each other in one tab as requested but the above should get you what you seek? 

Hope that helps.RichardR

Jacob Tolman

Thanks, Richard. I started to do what you first recommended (linking my sheets one cell at a time), but that got to be very manual seeing as I could not drag the cells and have the formulas/linkes follow along. 

Pulling in the aggregated KPIs might work... I'll try that out. My initial concern is that the formulas available to me are limited (compared to Excel). I'll play around with it and see what I can come up with.