Rolling Up or Consolidating Divisional Budgets

Joni Manley

Fairly new user here.  Looking for help in rolling up our divisional budgets into a consolidated budget.

 

I have an income statement budget template for each division which has worked beautifully with callaboraters completing their info.  These templates (sheets) are all exactly the same format.

 

I'd like to have a Consolidated sheet that rolls up all the individual sheets.  The Consolidated sheet would be the exact same format, it would just sum up all the sheets.  As an example, I have 8 divisions (sheets) with columns for the months and rows for the income statement line items.  A Consolidated sheet would look exactly the same but would sum up all the other sheets.  If there were a way to link to multiple sheets, that's what I would need.  Is that possible?

 

Thanks.

J. Craig Williams

There is:

 

https://help.smartsheet.com/articles/861579-cell-linking

 

With only 8 sheets, it is likely the consolidated sheet won't take too long to set up or maintain.

 

They (the Smartsheet developers) have mentioned a way to add formulas to Reports, but it isn't on the short term horizon, as far as I know.

 

https://www.smartsheet.com/product-roadmap

 

Hope this helps.

 

Craig

 

Charles DESCOTES

I would rather use the REPORT tool. See https://help.smartsheet.com/articles/522214-creating-reports

 

It enables to gather data from the sheets you want, select the columns you want.

Other options are available but you may not need them yet.