Hiding rows in a report -- am I using the wrong tool?
So, I'm an Excel junkie and my brain is stuck thinking in terms of Excel solutions which is always a bad start with smartsheets.
What I'm looking to do is something like a pivot table. There is a pivot table add-on but that is extra bucks and the current reporting might be able to do what I want.
Source data is a bunch of projects with names, percentage of time spent on them and project managers.
I'd like to basically do the equivalent of a pivot table in my report where it's grouped by project manager, summarizes the total time utilized so we can see who has the greatest availability for new projects. I'm mostly there except it's showing all the rows and takes up too much space.
I'm searching through the chat and not quite seeing what I need. I suspect I might be using the wrong tool and using the wrong terms to describe the solution I need.
Answers
-
You can collapse the grouping by clicking on the small arrow to the left of each header row in the report.
-
The problem with doing that is that there's no totals on those lines so, in my example, I can see the names of the account executives but not the totals!
-
It should still be showing the summary totals. Are you able to provide screenshots?
-
summaries don't go on the same line as the account exec.
-
What columns are included in your summaries?
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives