Howto Save a Filter with a Column of data that is Summarized
I use Smartsheet to track construction jobs in columns listed by Type of Job, Year, Contract Amount and other characteristics. Filters have been created to display jobs by
- specific type of work involved
- year of bid submitted
- status of bid
I am able to summarize the filtered column for the Contract Amount but am unable to save this filter to/as a new sheet with the calculated summary intact.
When a column of Contract Amounts is summarized, the cell containing the total does not carry over to the new file
I need to calculate (and later show graphically) the percentage of jobs bid vs awarded based on the amounts by certain filter.
Appreciate your feedback and suggestions on how this can be done.