Summary Data for a report

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I have two sheets that have a lot of data on them, and I am using a Summary report to find out the % of task done on one of those sheets.

How can I then pull the data from both of them into one report to see all the data I need to see?

Example:

One sheet has client name, contact information etc... The other sheet has client name, and % of task complete.

I want to create a report that says

Client Name, Contact, % done

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Bryan Long

    I hope you're well and safe!

    If you need the information on the same row, you'd need to combine the sheets with cross-sheet formulas together in a so-called helper sheet. You'd then report from that new sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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