Creating Summary on the Fly

claytonrlewis

This may be a dumb question but I have a sheet Orders that is auto-updated every morning via the Data Uploader. So the list of items changes on a daily basis... sometimes the same items are listed and sometimes new items are listed as well. 

Is there a way I can create a summary sheet or grouping of duplicate items and their total quantities on the fly so that a person can look at a sheet and say... on it looks like we're gonna need to ship 100 of these items over the next two months.

Basically my sheets consists of Order #, Item#, Qty, Due Date

The order # is my primary column. 

I hope this makes sense

 

Thanks

 

Clay

Shaine Greenwood

Hi Clay,

Take a look at our reporting feature. You can create reports and sort them to group duplicates together: https://help.smartsheet.com/articles/522214-creating-reports

This might take a little extra work, but you could consider building a master sheet and using formulas with COUNT or SUM to collect and total data. More on cross-sheet references here: https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets