Combining Two Sheets into a Report
I have two task lists with slightly different columns, but there are some overlap - like status, completion date, & targeted completion date. I would like to run a report or some how combine all the tasks into one report/view/sheet - while continuing to maintain the two task list as separate sheets. I tried to create a report with two sources, but it didn't work (when I create a report for each sheet separately, it works). I assume that it isn't working because the columns aren't exactly the same - but then what is the point of a report?
Comments
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Hi,
You can add all the needed columns from both sheets.
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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When creating the Report, in the Where section, you can select multiple sheets. Or if in a Workspace, you can select the entire Workspace and it will pull from all Sheets within that Workspace. As an example, I have a standard sheet per product (~20 of them), and from that, I create an Exec Summary Report to pull common columns from all 20 sheets into a single Report.
Hope that helps.
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I have the same question. Example:
Sheet 1 has personnel info of who is assigned to a project
Sheet 2 has software info for each project
Both Sheet 1 and Sheet 2 have an identical column - ArchivePrjNum
When I try to create a report that has info from both sheets, I get two rows for each project. Please see the image below for a very simple version of the report.
Notice two rows for each ArchivePrjNum. One row contains the project number and a contact while the other row contains the same project number and database size.
Any help would be appreciated. Thanks
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Hi Paul,
There are a few different ways to structure a solution.
To have the values side by side, we would either use cell-linking or cross-sheet formulas to collect everything together in one sheet.
Would that work?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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Thanks for the reply. I've attached three images. They show Sheet 1 (Personnel), Sheet 2 (Software specifics) and the report with nothing more than the common item on both sheets (ArchPrjNum), one from Sheet 1 (Department Owner) and one from Sheet 2 (Database Size in TB)
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Happy to help!
How many rows can there be in each sheet?
Are the ArchivePrjNum in the exact same order in both sheets?
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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- 75 rows on each sheet
- They will not always be in the same order. They may be sorted individually.
Paul
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Ok.
Then we would use a VLOOKUP formula looking at each sheet and collect them in a third sheet and then use that one for the report if needed.
Would that work? Are you familiar with the function, VLOOKUP?
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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Hi Andree,
Do you have an example of the VLOOKUP formula in action :)
I'm having the same issue that you are talking about here and I cannot build the formula in the report builder to merge the data.
Please help!
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@Marilu Yanes You would need to build the formula in a sheet and then reference that sheet in your report builder. Formulas can't be entered through reports.
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I'd be happy to share an example.
Please send me an email at andree@workbold.com, and I'll share it with you.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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