Summary by Client

ABratton

I created a ticketing process and the result is a list of tickets in a sheet. I want to be able to report on tickets by client. I am trying to avoid maintaining a list of clients for the report. In excel I would use a pivot table, I am trying to avoid needing that addon. Is there a way to take a list of data and summarize it by a column, when I don't have a pre-defined list of what is in that column?

Thanks.

AnthroTim

Hi,

I wonder if 'Group' and 'Summarize' on a Report would give you what you need.

You can use that to group data in a report by a column or columns and also summarise the data (giving you ticket counts etc).

Configure grouping to organize results in report builder | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482082-configure-grouping-to-organize-results-in-report-builder

The Group tab lets you combine similar values into groups, so rows can be organized into logical categories.

Summarize content to extract key information with report builder | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482083-summarize-content-to-extract-key-information-with-report-builder

With summaries, you can extract key information from your report in just a few clicks using functions to calculate totals for the whole report and

Tim

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