Converting row values to row/column values

Pete S
Pete S Overachievers Alumni

I'm trying to either use Pivot or Index/Match a situation where:

Sheet 1 - Portfolio Health Summary

-Has Market/Function in a row

-Looking to bring the Current Health Indicator to Sheet 2

Sheet 2 - Portfolio Health Pivot

-Has Function by row

-Has Market by column

-Need to return Current Health Indicator

See screenshots:

Thanks All!


  • Samuel Mueller
    Samuel Mueller Overachievers

    I would actually use a Collect Formula

    3 Cross sheet references, one for Market Column, one for Function Column, one for Current Health Indicator referencing the porfolio sheet.

    On the Pivot sheet use a formula like this:

    =Join(collect({CurrentHealth},{Market},"Connecticut(etc. by column)",{Function},Function@row),"")

    You may need... =Join(collect({CurrentHealth},{Market},@cell ="Connecticut(etc. by column)",{Function}, @cell =Function@row),"")... I can never remember. Try the first one first then try this if that one doesn't work.

  • Pete S
    Pete S Overachievers Alumni

    Thanks! I'll give it a shot and let you know.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!