Control Center Summary Rollup and use of Primary Column
This one has got me stumped. In our original Summary Rollup Sheet that was setup by Smartsheet staff, we have our Project Number defined as the primary column which is nice and neat for the variety of reports we generate from it:
But when I created a secondary Summary Sheet, the Primary Column became some sort of concatenation of Project Number - Project Name, and even some of the projects don't have data in this column:
This makes for awkward reports where we must include the Primary Column, but it doesn't have good data so we have to hide it all the time. This complicates the use of Grouping in reports since it seems you can't use Grouping if the Primary Column is hidden.
Does anyone know if there is a trick to setting up a new Summary Sheet and defining what the Primary Column will be? Thanks in advance for any advice!!
Answers
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Hey James,
Thanks for posting your question. In reviewing the images provided, it looks like some values may not be generating as expected. If these values are being populated via Smartsheet Control Center, it is likely how the "Naming" in your Blueprint takes into account of the Project Number and Name:
If you find that this is not the case, I do recommend creating a Technical Support Ticket here: https://help.smartsheet.com/contact/smartsheetapp for additional troubleshooting.
I hope this helps!
Jaykel
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We are using Project # - Project Name for folder naming within our workspaces, so that would be the most likely culprit. I'm just surprised that it doesn't exist in our original summary sheet. I'll pass this along to support. Thanks!!
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