Summarizing qualitative data across multiple sheets

tsmith106086
tsmith106086 ✭✭
edited 06/14/22 in Add Ons and Integrations

I am trying to summarize engagement types by state across multiple project sheets. What is the best way to do this?

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @tsmith106086

    It depends.

    How many sheets?

    I'd recommend either using cross-sheet formulas or creating a specific area in each sheet that you cell-link to collect the data to a so-called Master Metric sheet.

    Make sense?


    There's also an update coming to reports soon that can Group/Sum data (Sum, Count, Max, Min, Average) 😍 


    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, [email protected])


    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @tsmith106086

    It depends.

    How many sheets?

    I'd recommend either using cross-sheet formulas or creating a specific area in each sheet that you cell-link to collect the data to a so-called Master Metric sheet.

    Make sense?


    There's also an update coming to reports soon that can Group/Sum data (Sum, Count, Max, Min, Average) 😍 


    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, [email protected])


    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.