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

kathleen.davis98521

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?

 

 

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