Summary data populated from column entries

David Hull

Is there a way to automatically populate summary data fields based on the entries in a particular column, rather than having to identify all of the unique values and add summary fields one by one? For example, column 1 contains multiple instances of person 1, person 2, person 3, etc, and column 2 contains numeric values which I want to sum for each different person. The people listed in column 1 will change over time, but I don't want to have to update the summary data fields each time someone new is listed. I realise there's a new feature in reports for grouping data, but I want to create graphs in dashboards relating to this summary data.

Thanks,

David

Andrée Starå

Hi @David Hull

You can link/reference the cells in the contact column to the Sheet Summary section, so the contacts are updated automatically.

Something like this.

Contact 1 (linked)

Numbers (formula referencing the above field)

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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David Hull

Hello Andrée. Thanks for responding so quickly.

Unfortunately, this column isn't a contact list (I was just using a list of people to illustrate the issue). The data is being imported from a different source, and the list of values in the column will be different each time it is imported. So what I was wanting to do was to automatically identify the unique values in the column, and create summary data for each of them.

Thanks,

David

Andrée Starå

@David Hull

You're more than welcome!

There's probably a solution for what you need.

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, andree@workbold.com)

David Hull

Andrée

Many thanks. I have shared a sheet with you.

David