HELP! Summary Report to pull from different sheets based on multiple drop down selection

Hello! I am new to Smartsheets and am trying to build a Summary Report based on drop down selections and data from various sheets.

I have a TON of data and too many cells so I've had to spread it out on a sheet per month. I have two drop down selections. One is to select the month and the other is to select a division within that month. I am trying to calculate/show a compliance rate for specific elements based upon the month and division that could be selected.

Is there a way pull the data pulled from a specific sheet based upon what is selected from the drop downs?

smartsheet snip.GIF

Find more posts tagged with

Healthcare

Formulas

Reports

Support

Comments

Richard Rymill SBP

Hi Kathleen

you are on the right track with this. A report is a great way to do this in Smartsheet.

Not sure what part you are struggling with, but there are some set up tasks to make sure this is easy and provides the solutions you seek.

1. make sure your column naming is uniform on all the sheets you wish to draw data from.

2. if you can park these Donor sheets in a small number of Workspaces (1 is best?) then it will save you listing them all individually. But you can list several workspaces or all the sheets if need be? but this means that if you add a further sheet to a listed Workspace the data will be listed in the Report automatically.

3. You will probably need to rename the primary column in the Report version ... annoying but...

Then carefully select your data criteria including Either/or etc in the selection criteria columns.

If you struggle with this we can give you a quick demo and see what is troubling you? We use Zoom for remote screenshares, so let me know if you need a free initial consultation/ demo?

Hope that helps?

RichardR@Smarterbusinessprocesses.com

Paul Newcome

Do you mean that you would like a Report automatically built from the Master Sheet based on the selections made in the drop down cells of the Summary Sheet?

If so, that could be possible with a little bit of creativity. You would need to link those two dropdown cells to each sheet. You would then want to hard code two other cells with the specific sheet's month and Division.

You could then create a "Helper" checkbox column that compares the two sets of cells together and checks the box if they match.

You would then build your report to pull from the sheets based on whether or not that box is checked.

Sign in to join the conversation!

Quick Links

Trending discussions

Set contents of two columns into 1
Hi - trying to figure out a formula that combines two columns into one long column, maintaining contents in multiple rows. Noting that the number of items in each column will change as these are each using the index/distinct to summarize a separate sheet. For example: Thanks for any help!
Unparsable formula; Sheet summary SUMIF formula
Can anyone help why this formula is coming up as unparseable? I'm creating a sheet summary, where it totals the Estimated GP (Est. GP) column if the Status column has the "Quoted" drop-down option is selected. Formula i've used: =SUMIF(Status:Status,"Quoted",Est. GP:Est. GP) Thanks a lot!
INDEX/MATCH Most Recent Entry
I am trying to pull from a sheet that is essentially a list of new records that are entered weekly. To keep things clean I have a helper sheet that just lists the project name once and the rest of the columns pull in through an INDEX/MATCH. I am trying to have that helper sheet pull in only the most recent entry. There is…