Can I break down my main sheet into sub-sheets?
Hello,
Wondering if there is a way to break down my main sheet into sub sheets. The reason for this, is that my main sheet has a lot of data used to support a report and dashboard. I would like to make additional dashboards for specific groups. I don't want to build filters into my sheet summary that will reflect this, because i'd end up with far too many fields. Don't want it to be confusing for others. The main sheet is wear all changes would be made. So i would need to link any new changes to the smaller sheets. Any advice would be appreciated.
Thank you,
Answers
-
Hi Kristin,
To me it sounds like we could structure something with cross-sheet formulas but there might be other options as well. Will they need to able to change other data on the other smaller sheets?
Would cross-sheet formulas work?
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 week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
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.
-
Thank you for your response. I'm fairly new with smartsheet, and not really familiar with corss-sheet formulas. I'll research and try it. And no changes would be made in the smaller sheets. They would basically be for me only, in order to produce a dashboard based off of specific groups. But the main sheet continuously gets changed. So I would need the changed info to be automatically updated into the smaller sheets.
-
Happy to help!
Depending on the structure of the main sheet we might be able to use cell-links instead of cross-sheet formulas.
Another idea could be to use reports instead of smaller sheets.
How do you want to show the information in the dashboard?
More info:
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.
-
I was thinking I could do it with reports, since I need them for part of my dashboard anyways. But the problem is, i'm using formulas in sheet summary. I would need to create the report based off of sheet summary rather than grid. When I pick sheet summary, i'm not able to filter by the specific group. When I pick grid, i'm not able to see all the formulas I have already built in the sheet summary.
My dashboard has metric, chart, report, title, and web content widgets.
Thanks again!
-
Ok.
Maybe it could be better to create a so-called Master Metric sheet and collect everything and calculate on the data on that sheet.
What do you think?
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.
-
Instead of using the sheet summary? So make a column for each formula I want to use?
-
It could be a column for each or a specific row or section for all the metrics.
If all the metrics are on a row/section it's easier to cell-link.
Make sense?
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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives