Rich Formatting On "Summary Sheet"
I'm stuck! I am effectively trying to create a Sheet Summary report with conditional formatting, however, I understand that is not an available feature. Instead, I am trying to create a sheet (not a report) with formulas that pull from multiple sheets and can be formatted.
I have 20-30 real estate development/construction projects that I am trying to include in this roll-up. Each project has about 80 individual tasks with start dates, end dates, durations and predecessors. How can I create a line in a roll-up sheet for each project (sheet) and have it pull the same dates for each project.
My goal is to view the same info from each project on one sheet.
Currently, I have a lengthy sheet summary for every project and have those mapped to a sheet summary report (but again no, conditional formatting...which is brutal).
Many thanks!
This is a screenshot of the individual project sheet:
Answers
-
Hi @GabeHarris
I hope you're well and safe!
Here's a possible workaround or workarounds
- Link your sheet summary fields to new columns in the sheet (on one row), and then you can use that for the Report.
- Link your cells in the sheet to the same new columns as the previous option.
- Create a so-called helper sheet, I'd call it Master Metrics Sheet, and then you'd use cross-sheet formulas to collect the information from each sheet.
- Same as above, but you'd create the new columns and then use cell-linking from each sheet instead to collect the information.
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Thanks for responding so quickly @Andrée Starå! Cell linking is certainly an option but it seems very manual. Is there a faster way to link cells in bulk, or choose to link the same rows/cells from multiple sheets so when I add a new line in the summary I can just change the reference sheet name?
-
@Andrée Starå I'm also very interested in knowing if there's a less manual way. I'm have sheets that are being continuously updated by the team, and I need my reports to continue to take in these new fields. Manually linking would be very difficult.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.2K Get Help
- 419 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 142 Just for fun
- 58 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 299 Events
- 38 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!