Total Sum from multiple Sheet Summaries
Hello!
I have a project that includes three sites, and I initially decided to make three separate grids to keep everything independent. However, now I'm wondering if that was a mistake, as I would like to create a single dashboard that summarizes the entire project totals. I have created identical sheet summaries that show the total number of clients enrolled by each site, and would like to have a total for all three sites on one dashboard, but am not sure if that's possible, or where I would put that calculation.
It's fine if I need to include just the site totals on the dashboard and then enter the total manually, but it would be awesome if it could be auto-calculated.
Thanks!
Best Answer
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Hi Lee,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, I'd recommend creating a so-called Master Metric Sheet where you collect all metrics from all sheets.
The individual sheets could feed the Metric Sheet by using a specific section/row with the sheet metrics and cell-links. You can also use cross-sheet formulas to collect the information as needed.
What do you think?
Would any of those methods work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Answers
-
Hi Lee,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, I'd recommend creating a so-called Master Metric Sheet where you collect all metrics from all sheets.
The individual sheets could feed the Metric Sheet by using a specific section/row with the sheet metrics and cell-links. You can also use cross-sheet formulas to collect the information as needed.
What do you think?
Would any of those methods work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
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Cool! I submitted that request. I love that you all have a way to suggest features!
I've never worked with a Master Metric Sheet, would this be the article to help guide? https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets
I created a summary report that pulls the totals from each sheet into one place, but I can't use that for metrics in a dashboard (although I have started working on a dashboard that pulls the summary metrics from each sheet, which seems like it will work for now)
Thanks!!
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Happy to help!
Here's an excellent sample of a Template Set with a Metric Sheet.
✅Remember! Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
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Has this feature been enabled yet? I am having a similar issue. I need to take expenses from one sheet and subtract them from the revenue on another sheet and determine the profit by event. I have sheet summaries set up in each master sheet but I can't figure out how to calculate the profit so that it will appear on a dashboard.
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