How can I create a Report that pulls data from both rows and the summary of multiple sheets?

Trinity Brookes
edited 12/02/20 in Smartsheet Basics

I am looking to create a Report that consolidates data from multiple projects. I have a sheet for each project which includes Summary fields for each with items like Project Name and Description. I have a single row in each sheet for the data that changes month to month. e.g. Current spend to date.

What I'm looking for is a Report that combines both.eg.


Project Name Description Spend to date Budget

Project A Implement new system 100 200

Project B Deliver new PPE 500 1000


Is the above possible?

Thanks for any help you can offer.

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Best Answer

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

    Hi @Trinity Brookes

    There are several ways to structure a solution. This is the one I'd recommend as the first option.

    • Create a so-called Master Metric Sheet
    • Add the data from the Sheet Summary to the row with the other data and then use cell-linking and add from each project to the Master Metric Sheet
    • Use the Master Metric Sheet in the report as needed

    Make sense?

    Would that work/help?

    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:[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 @Trinity Brookes

    There are several ways to structure a solution. This is the one I'd recommend as the first option.

    • Create a so-called Master Metric Sheet
    • Add the data from the Sheet Summary to the row with the other data and then use cell-linking and add from each project to the Master Metric Sheet
    • Use the Master Metric Sheet in the report as needed

    Make sense?

    Would that work/help?

    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:[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.