Report from multiple sheets

Hi,

Can anyone suggest me how to retrieve data from 2 sheets into a report?

Here is the list of fields from sheet1 and sheet2

Sheet1:

program, task name, release name, field4, field5...

Sheet2:

program, release name, field3, field4,field5....

Program and release name is the common from both the sheets. Sheet1 has main and subtask and I would like to have this in the report connecting to Sheet2 with other fields.

Thanks in advance,

Chitta

Best Answer

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    edited 04/11/21

    Hi @Chitta 

    Hope you are fine, when you create a report you can define more than one sheet to collect data from.

    PMP Certified

    bassam.khalil2009@gmail.com

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Chitta

    I hope you're well and safe!

    To add to Bassam's excellent advice/answer.

    I think that what you're asking is how you can show sheets 1 and 2 side by side by row.

    To do that, you'd need to add a so-called helper sheet and use cross-sheet formulas combined with VLOOKUP or INDEX/MATCH, and then set the report to reference that sheet instead.

    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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  • Chitta
    Chitta ✭✭✭✭

    Thanks Andree for the solution, I think your solution should work for me. Thank you so much!!

    Thank you for kind solution, Bassam.

    Kind Regards,

    Chitta

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

    @Chitta

    Excellent!

    You're more than welcome!

    Remember! 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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

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