sheet summary- how to get EXISTING fields

Tanya Brooks

Sheet summary explains how to ADD new fields to summary but no apparent way to add existing field from the sheets???

Sheet summary comparison.docx

Uploaded Jan 2, 2020569.95 KB

Andrée Starå

Hi Tanya,

Not sure I follow? Do you want to add Sheet Summary Fields from another sheet?

Can you describe your process in more detail and maybe share the sheet(s)/copies of 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 weekend & Happy New Year!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

There are no existing fields until they have been created. You would need to create whatever fields you need.

Tanya Brooks

Thanks Paul.

So if I want the sheet summary to include fields from the sheet I am summarizing I have to recreate them, making sure to get spelling and type and all to match exactly?

I think I am not comprehending the purpose of sheet summary, because this seems very labor intensive.

Paul Newcome

You can label Sheet Summary fields however you want. You do not need to "fit" them into anything other than what works best for you.

If you prefer "Start Date" instead of "Start", then you can use "Start Date". The only thing you will need to remember if you are following step-by-step instructions is that field names referenced by formulas will need to be the field names you are actually using.

Andrée Starå

@Tanya Brooks

I'd recommend either creating a template with the Summary Fields you need and then use that sheet template for new sheets, and that would include the Summary Fields. Or if you already have a few sheets with the same or similar structure, you can add the Summary Fields to one and then copy the Sheet Summary Field structure to the other sheets.

Make sense? Would that work/help?

More info:

Sheet Summary | Smartsheet Learning Center

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

Sheet summary centralizes high-level information on your sheet.

Report on Key Metrics With Sheet Summary | Smartsheet Learning Center

https://help.smartsheet.com/learning-track/best-practice-webinars/report-key-metrics-sheet-summary

Learn how to enhance your reporting capabilities with Sheet Summary, the newest product release from Smartsheet.   We'll hear from Robin Allen, Strategy, Marketing, and Communications Project Manager at IQVIA, as we discuss how Sheet Summary has surfaced critical insights and improved work processes for her team.   Madyson Morris, Sheet Summary Product Manager, will demo how to use Sheet Summary to bring visibility to your critical sheet data, standardize your reporting across existing sheets, and power your charts, reports, and dashboards.

Batch Copy to Standardize Sheet Summaries Across Sheets | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479966-batch-copy-to-standardize-sheet-summaries-across-sheets

Maintain consistency with your metadata and portfolio data by copying the sheet summary structure, formulas, and other content to up to 20 existing

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Jennifer Marquette

I know this is a fairly old thread and hopefully Tanya has figured out the answer. I think the answer is to simply add a formula to the newly created sheet summary field (named whatever you wish) =[Column Name]x - where x is the row number for the cell you are referencing. At least that's how I'm reading the question.

QYou

What is the syntax if you want x to be static. Now when a new row is added, the sheet summary field changes to x+1?

Paul Newcome

@QYou What exactly do you mean?