Milestone summary pie chart across multiple sheets
I am looking to create a pie chart that shows the total number of milestones on track, in progress, not started, etc. across multiple sheets. I have all the same formulas in the Sheet Summary tab across all the sheets, and they are pulled into one report. And, I have the columns summarized on the sheet summary report. Is it possible to create a single pie chart to represent these across al the plans?
Best Answer
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Accepted Answer:
- Add a helper Summary Field that hasΒ identical dataΒ in each of your sheets.
- Create a Sheet Summary Report to bring all your data in one place.
- GroupΒ that Report by the identical Summary Field, so that you haveΒ oneΒ Grouping
- SummarizeΒ the columns/fields you want totals of
Then since your Report has one layer of both Grouping and Summary, the Chart Widget can read that second line beneath the Total.
Here's an example:
Notice how I have both a "Total" row at the top of the ReportΒ andΒ a Grouped section? This means that the Chart can now read the first Grouping (which contains the exact same data):
Answers
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Are you able to provide some screenshots for reference?
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Hi Paul - Apologies, but someone else answered my question in another thread, Thank you very much for asking though!
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If you could, please put the answer in here and then mark it as the "accepted answer". That way if someone else looking for a similar solution stumbles upon this thread, they can easily find the same answer you received that helped.
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Accepted Answer:
- Add a helper Summary Field that hasΒ identical dataΒ in each of your sheets.
- Create a Sheet Summary Report to bring all your data in one place.
- GroupΒ that Report by the identical Summary Field, so that you haveΒ oneΒ Grouping
- SummarizeΒ the columns/fields you want totals of
Then since your Report has one layer of both Grouping and Summary, the Chart Widget can read that second line beneath the Total.
Here's an example:
Notice how I have both a "Total" row at the top of the ReportΒ andΒ a Grouped section? This means that the Chart can now read the first Grouping (which contains the exact same data):
