How do I create a report that sums totals from my sheet?
Hi, I need to create a report that sums up the totals of each quarter on a report. How do I do this? I would normally use a pivot table in Excel for this, but I'm not sure how to recreate that same functionality in Smartsheet.
Best Answer
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Hi @Laura Robbins, you can add the grouped rows and summary data to a Report widget in a dashboard.
This feature became available in 2021. See these Product Release Notes.
Hope this helps!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.
Answers
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Hi,
You can't calculate on a report, so you have to do the calculations on the sheet or another sheet with the help of cell-linking or cross-sheet formulas.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I am also trying to figure this out... I have inbound leads entered in a form to a spreadsheet and I want to total out per month by type of industry and total inbound leads entered to start with...
1.) How would I do this on this same spreadsheet?
2.) And how can I incorporate this as a "trend/insight" on a chart via a Sales Dashboard?
Thanks in advance! @Andrée Starå
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Hi @Christina Riley & @Y M
Hope you are fine, you can create a report of your sheets and use the group and summary tab on the report design to group and sum by any category you need, the following screenshot for one of my report show what am talking about.
Sum
bassam.khalil2009@gmail.com
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@Bassam Khalil Is there a way to add the Summarization to a dashboard?
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Hi @Laura Robbins, you can add the grouped rows and summary data to a Report widget in a dashboard.
This feature became available in 2021. See these Product Release Notes.
Hope this helps!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.