Summary Sheet Columns

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I've created a summary sheet to display the totals of all other sheets, but my columns to select on the summary sheet are limited to:


Created

Created By

Modified

Modified By


My sheets all contain

Task Type

Number of Tasks

Percentage Completed


Each Task Sheet is for a different departmetn

Is there something I'm doing wrong?

Best Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
    Answer ✓
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    @Pete Cardenas ,

    No problem. We'll figure it out.

    Unfortunately, it's not possible to sum column totals in a Sheet Summary Report. You'll need to build a New Sheet to collect totals from your other sheets.

    You can do this a couple ways. One, you can create a section in each sheets with the totals you want to use elsewhere. See picture below. I usually insert a few rows at the top and enter a title in 1 column and the calculation in the next; ignoring the column titles. Pick columns that have the right property for what you're gathering; e.g. if you want to report a date you need to put the summary field in a date column. Lock these rows so they don't get changed once you're done building the. Then in your New Sheet do a cross sheet reference to the cell in each underlying sheet.


    The other way to do it is to do your calculations in the New Sheet using COUNT or SUM functions with cross sheet references. If you just want total counts of projects your New Sheet would have 2 columns: Sheet Name and Project Count with a total at the bottom of the Project Count column. Can you construct the formula to count projects?

    Hope that gets you going in the right direction.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

Answers

  • Pete Cardenas
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    Yup! That's the issue!


    Thanks again!

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
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    Glad to help. Please mark my answer as accepted. Have a great day.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • Pete Cardenas
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    Welp, I guess it's not what I'm wanting to do.


    Sheet 1

    Total Projects - 1


    Sheet 2

    Total Projects -2


    Report

    Total Projects -3


    How do I get to that?

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
    Answer ✓
    Options

    @Pete Cardenas ,

    No problem. We'll figure it out.

    Unfortunately, it's not possible to sum column totals in a Sheet Summary Report. You'll need to build a New Sheet to collect totals from your other sheets.

    You can do this a couple ways. One, you can create a section in each sheets with the totals you want to use elsewhere. See picture below. I usually insert a few rows at the top and enter a title in 1 column and the calculation in the next; ignoring the column titles. Pick columns that have the right property for what you're gathering; e.g. if you want to report a date you need to put the summary field in a date column. Lock these rows so they don't get changed once you're done building the. Then in your New Sheet do a cross sheet reference to the cell in each underlying sheet.


    The other way to do it is to do your calculations in the New Sheet using COUNT or SUM functions with cross sheet references. If you just want total counts of projects your New Sheet would have 2 columns: Sheet Name and Project Count with a total at the bottom of the Project Count column. Can you construct the formula to count projects?

    Hope that gets you going in the right direction.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • Pete Cardenas
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    Yeah. It just seems so much more difficult that excel, and I was told Smartsheets was more powerful. I can sum things up super quick on excel. I'll see if I can complete.

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
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    Good morning @Pete Cardenas ,

    As someone who started with Excel for Macintoch version 1 in 1985, it takes time to get used to the Smartsheet way. It's like Excel, but not Excel. I started by viewing the training videos and building simple sheets. Lots of trial and error. I still use excel for many things but turn to Smartsheets more and more. If you share data, have multiple people viewing and editing, or need mobile access, Smartsheet is normally superior to Excel. Excel remains better for some stand alone solutions or when you need complex formulas and functions that don't reside in Smartsheets, e.g financial modeling and solving.

    Hang in there. Once your brain shifts to the Smartsheet way you'll find all kinds of helpful uses.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

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