Report with two sheets and specific columns (one of which is a drop down) - trying to group
Hi,
I'm trying to build a report from two sheets. Sheet 1 I would like to pull in individual dropdown values (4) from a column titled "Audience Category". Sheet 2 I would like to pull in "Stakeholder Name" that aligns with 1 or more of the values in audience category.
My thought was to group by individual audience category. As an example, I have 4 values right now in audience category that can be selected, let's call those A, B, C, D, I'd like to break down the grouping by each, so I have a group for A, a group for B, etc... Then, I would like to pull in the stakeholder name that is associated with each group (stakeholder name could be associated with 1 or more groups).
So, trying to see something like this in a report:
Group A
-Sabrina
-Tommy
-Kathy
Group B
-Kathy
-Suzie
-Danny
I think the issue may be that one of the columns has drop down values, which I need to separate in the report.
Any thoughts or guidance would be very much appreciated!
Thanks,
Dee Dee
Answers
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Hi Dee Dee,
I got an idea that you can add a new "Stakeholder Name" column in Sheet 1 and create a formula to pull out the Stakeholder Name from sheet 2 that align with values in audience category. Then you create a new report for sheet 1 with group by "Audience Category"
Hope that helps.
Gia Thinh Technology - Smartsheet Solution Partner.
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Thanks for your response! In this case I don't think the formula option will help, but have a workaround in mind.
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@Gia Thinh any chance we can connect to talk through this...I've come up with a crazy work around, but think I may be missing something entirely. :)
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