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I have two task lists with slightly different columns, but there are some overlap - like status, completion date, & targeted completion date. I would like to run a report or some how combine all the tasks into one report/view/sheet - while continuing to maintain the two task list as separate sheets. I tried to create a report with two sources, but it didn't work (when I create a report for each sheet separately, it works). I assume that it isn't working because the columns aren't exactly the same - but then what is the point of a report? 

Comments

Andree_Stara

Hi,

You can add all the needed columns from both sheets.

Would that work?

Have a fantastic week!

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

When creating the Report, in the Where section, you can select multiple sheets.  Or if in a Workspace, you can select the entire Workspace and it will pull from all Sheets within that Workspace.  As an example, I have a standard sheet per product (~20 of them), and from that, I create an Exec Summary Report to pull common columns from all 20 sheets into a single Report.

Hope that helps.

I have the same question.  Example:

Sheet 1 has personnel info of who is assigned to a project

Sheet 2 has software info for each project

Both Sheet 1 and  Sheet 2 have an identical column - ArchivePrjNum

When I try to create a report that has info from both sheets, I get two rows for each project.  Please see the image below for a very simple version of the report.

Notice two rows for each ArchivePrjNum.  One row contains the project number and a contact while the other row contains the same project number and database size.

 

Any help would be appreciated.   Thanks

Andree_Stara

In reply to by pmacdonald

Hi Paul,

There are a few different ways to structure a solution.

To have the values side by side, we would either use cell-linking or cross-sheet formulas to collect everything together in one sheet.

Would that work?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

work-bold

 

Thanks for the reply.  I've attached three images.  They show Sheet 1 (Personnel), Sheet 2 (Software specifics) and the report with nothing more than the common item on both sheets (ArchPrjNum), one from Sheet 1 (Department Owner) and one from Sheet 2 (Database Size in TB)

 

 

Andree_Stara

In reply to by pmacdonald

Ok.

Then we would use a VLOOKUP formula looking at each sheet and collect them in a third sheet and then use that one for the report if needed.

Would that work? Are you familiar with the function, VLOOKUP?