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

Abe B.

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,

Genevieve P.

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.

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 🙂

David Tutwiler

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.

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 Tutwiler

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.

Thanks again David!

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

really appreciate your guidance,

Genevieve P.

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 Tutwiler

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

Genevieve P.

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

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.

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.

Can't thank you enough @Genevieve Evans

This is really super helpful 🙏

Have a wonderful day

Genevieve P.

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

Andrée Starå

I deleted the post, noticed it was resolved already.