Is there a way to reference a summary field from one sheet in another sheet?

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Matt Galindo
Matt Galindo ✭✭✭✭
edited 12/15/22 in Smartsheet Basics

I have sheet that contains master data for customers. The master data customer sheet has a set number of support hours available for each customer. I have another sheet that is collecting support hour information for the customers. A summary field has been created for each customer that sums the support hours for that customer.

Is there a way to reference the summary field containing support hours for the customer in a formula in the master data sheet? I would like to build a report or dashboard that would show the available support hours for each customer (Total support hours available - sum of customer support hours used = total available customer support hours).

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 12/15/22
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    Hi @Matt Galindo

    I hope you're well and safe!

    Yes, you can use cross-sheet formulas in the Sheet Summary too. Another option would be to add so-called helper columns or select a sheet section and link the Sheet Summary field to that area and then use cell-linking to collect everything in a Master Metrics Sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Matt Galindo
    Matt Galindo ✭✭✭✭
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    Hi Andree,

    Thank you. I am well and hope you are the same.

    This is helpful, but I could not find anything in the Help / Support documents that showed how to reference the summary fields from a syntax perspective. In particular, how to reference the sheet and column needed.

    Regarding the second option, the helper columns, I am unclear how that could be implemented in my situation. If you could point me to a reference document, that would be appreciated.

    Thanks,

    Matt

  • Hem Shah
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    Hi Matt,

    Thank you for asking this question. Did you ever get around to the answer on how to reference sheet summary from a different sheet? I've been looking around for a bit but haven't found anything either.

    Wondering how you got around it!

    Thanks,

    Hem

  • Matt Galindo
    Matt Galindo ✭✭✭✭
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    Thanks for getting back to me, but I did not find a solution.

    Thanks,

    Matt