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

Christina Riley

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. 

 

 

SSFeatures

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!

Andrée 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

Y 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 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

Laura Robbins

@Bassam Khalil Is there a way to add the Summarization to a dashboard?

SSFeatures

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!