Can I create a sheet from a report
I have a Budget report which I exported from Quickbooks to Excel and finally into Smartsheets. I need to generate a report or sheet which only captures certain items included in this PL and which then also calculates the total value of those items I choose. This is a report or sheet I want to generate quickly and easily for each project I am working on. I was able to easily create the report with the criteria I want, however I am stuck on how to add or include a row which sums the totals. Any Suggestions on how to accomplish this?
Below is the report I generated from the master report:
Answers
-
Hi @Lisa_Doris
As a possible workaround, you could export the report to Excel and calculate further there.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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.
-
Thanks,
I think I will just copy the report data into a new sheet, that would work. I was hoping for a 1 step process. :)
-
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.
-
Just one sheet
-
Ok.
I'd recommend adding a checkbox column or similar and then a formula that would sum the values for the rows you select.
Would that work/help?
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
- Smartsheet Customer Resources
- 62.8K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives