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Multiple Sheets - SUM Dollar Totals in Report
I did a quick search in the community and didn't see this answered exactly, but i think either an Excel export or a future release of Dashboards may provide a quicker/better solution.
So here's what I'm trying to solve. I've got 10 sheets that track Paid Claims. When the Claim is paid, a field titled "Date Payment Received is populated. I want to be able to get a TOTAL dollar amount of UNPAID claims from all 10 sheets.
Each sheet has a column that contains a dollar value titled "Claim Amount".
I've got a report titled UNPAID CLAIMS that filters by a BLANK "Date Payment Received" field and pulls that row into a report from ALL 10 sheets showing me ALL Unpaid Claims across all 10 sheets.
FYI.. I do not total the UNPAID amount in each of the sheets. I would have to have a formula that looks for a blank Date Payment received and sums the dollar amount. And I'm hesitant about putting TOO many formulas in SS because their are usually multiple people updating and thus keeping it updated.
To solve the problem quickly today, I just exported the Report into Excel and did a pivot table to get the total dollar by sheet and a total claim amount.
Ideas on doing this within Smartsheet or is Excel or the future Dashboard feature going to be the best way to solve?