Grouping in Reports

Bonnie du Plessis

Is it possible to group by a column in reports like Excel does?  I need to create a report that groups projects by OKR/Goal and then by Project.  So management wants to see how many projects are there per OKR.  

Debbie Sawyer

Within a report you can sort your data by OKR/Goal and then by Project, that will put them all together in the list of results, but the report won't count the entries for you.

You could set up a summaries sheet (using a Grid Smartsheet) and use cross sheet references to Count the number of records per OKR/Goal and Project to get the numbers.

Both items could then be displayed on a Dashboard which can be shared with management.  The Metric widget could be used to show the Counts (numbers) and the Report Widget could be used to display the Sorted Data set.  The combination of both would solve your issue.

Having said all this, I noticed a new feature appear on the vertical toolbar this week.  There is now a Summary Sheet area that I believe can be used to do counting and summing type summary work on a sheet, then there is a new summary report option when creating reports.  These two new areas might be able to do what you require, but I've yet to have a good look at them to establish quite what they do!

Hope this is useful.

Kind regards

​Debbie Sawyer Consultant & Training Manager

 

 

Andrée Starå

Hi Bonnie,

As Debbie mentioned the Sheet Summary and Sheet Summary Report would probably work excellent for your need.

More info: 

https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary

https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary-reports

Let me know if you have questions!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Bonnie du Plessis

thank you!

Andrée Starå

Happy to help!

Have a fantastic weekend!

Connor Hartford

Hi Bonnie,

I know this post is old, but Smartsheet has just come out with report grouping.

See help doc at this link: https://help.smartsheet.com/articles/2482082-configure-grouping-to-organize-results-in-report-builder