How do I create a report that sums totals from my sheet?

Christina RileyChristina Riley ✭✭✭✭
edited 12/09/19 in Using Smartsheet
05/09/19 Edited 12/09/19
Answered - Pending Review

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. 

 

 

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Y MY M ✭✭✭✭✭

    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

  • Bassam KhalilBassam Khalil ✭✭✭✭✭

    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


    PMP Certified

    [email protected]

    www.mobilproject.it

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