Create Report source sheets? - Merge with same primary?

Kimbh

Update: It works correctly but when I filter it shows the filter on two rows. Can I make it merge all rows with the same primary?

Hi, I created a report and pick both source sheets. The source sheets have the same primary ID however not in the same order. After picking the sources sheets, I pick the columns I want, those columns are created. Why does it only show one source sheet or the other source sheets, but not both source sheets at once? Since the primary ID are the same, should information from both source sheets show up?

Thank you

Kim

Heather Duff

Hi @Kimbh ,

I'm not 100% clear on what you're wanting. Do you meant that you want the rows from two separate sheets to be combined in one row if the primary column value is the same on both sheets? If so, reports can't really do that. However, if you want to pull data from one sheet to the other based on the primary ID, you can do that! There's a tutorial on this post: https://community.smartsheet.com/discussion/84774/index-and-match-across-two-sheets-a-detailed-explanation

I use INDEX/MATCH very often in my sheets to cross-reference and pull data from one sheet to another.

Hope this helps!

Best,

Heather

Kimbh

Thank you, but I've learned grouping is the best I can do with reports. Which shows a group of rows instead of merging the information into one row. I'm going to have to looking into vlookup and matching. There is no real answer I can find other than those.