Resource sheet Columns not showing up when creating a report to demonstrate Dashboard charts!

Abe B.Abe B. ✭✭✭✭
09/24/21
Accepted

Hi,

I am having an issue where I need to create a separate report in order to pull specific data from my original sheet into this report, and then represent this data as a chart in a dashboard. As a first step of creating this report, you'll prompted to select your reference sheet, then select interested columns that you need to include from that sheet. I don't get the columns names to select from for some reason, I only get these columns' names (Created, Created By, Modified, Modified By) which I don't even have in my original sheet. I keep refreshing both pages, still not getting any results. Anyone can help on that please?

Thanks in advance,

Best Answers

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    Hi @Abe B.

    It looks like you've selected "Sheet Summary Report" instead of selecting "Row Report" when creating this item. (See: Overview: Report Types)

    The "Sheet Summary Report" will only look at the pop-out window in your sheet called the Sheet Summary (see here), and your System Columns.

    A "Row Report" looks at the grid of your sheet, so the actual rows and columns in the sheet.

    Try making a "Row Report" and let me know if this fixed your issue!

    Cheers,

    Genevieve

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    No problem at all!

    Yes, you can use the GROUP function to group your Report into two sections based on that column: Checked or Unchecked. Then you can use the SUMMARIZE function to COUNT how many are in each grouped category for that column.

    Let me know if this works for you 🙂

Answers

  • David TutwilerDavid Tutwiler Overachievers

    Do you have any data in the source sheet? I would think the columns would still come over without it, but have you tried adding a row for testing?

  • Abe B.Abe B. ✭✭✭✭

    Hi Dave,

    Thanks for participating! Yes, my source sheet is full of data and columns that was created few months ago. I just need to show certain columns only in a separate report, then this way I can reflect these data on dashboard charts.

  • David TutwilerDavid Tutwiler Overachievers

    I've never seen a report not bring in the columns before. I would reach out to your Smartsheet rep or call into the 24/7 support line.

  • Abe B.Abe B. ✭✭✭✭

    Thanks again David!

    I'll reach out to SS support desk regards this issue.

    really appreciate your guidance,

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    Hi @Abe B.

    It looks like you've selected "Sheet Summary Report" instead of selecting "Row Report" when creating this item. (See: Overview: Report Types)

    The "Sheet Summary Report" will only look at the pop-out window in your sheet called the Sheet Summary (see here), and your System Columns.

    A "Row Report" looks at the grid of your sheet, so the actual rows and columns in the sheet.

    Try making a "Row Report" and let me know if this fixed your issue!

    Cheers,

    Genevieve

  • David TutwilerDavid Tutwiler Overachievers

    Genevieve for the win! Much more observant than I was.

  • Haha I may have done the same thing myself a few times. 😬

  • Abe B.Abe B. ✭✭✭✭

    Thank you very much @Genevieve P. !

    That solved the issue perfectly. Do you know if we can count the number of checked boxes in one column within this "Row Report"? Sorry for being demanding 😁

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    No problem at all!

    Yes, you can use the GROUP function to group your Report into two sections based on that column: Checked or Unchecked. Then you can use the SUMMARIZE function to COUNT how many are in each grouped category for that column.

    Let me know if this works for you 🙂

  • Abe B.Abe B. ✭✭✭✭

    Can't thank you enough @Genevieve Evans

    This is really super helpful 🙏

    Have a wonderful day

  • So glad this worked for you! I hope you have a wonderful day as well.

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 09/24/21

    I deleted the post, noticed it was resolved already.

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