How to group the rows by a field in the sheet summary

Carol Lai · 01/08/21

In a row report, how to group the rows by a field in the sheet summary?

Andrée Starå · 01/08/21

Unfortunately, it's not possible to mix the rows and Sheet Summary fields, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could add a so-called helper column where you reference the Sheet Summary field to use it in the row report.

Make sense?

Would that work/help?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 01/16/21

@Carol Lai

You're more than welcome!

You'd use the recently released feature, column formula.

More info.

https://help.smartsheet.com/articles/2481944-set-formulas-for-all-rows-with-column-formulas

Would that work?

Willie Tsui · 01/08/21

On your row sheet, select the "Group" button. Then you can group the row by selecting the column name from the dropdown list. Hope this can help.

Carol Lai · 01/08/21

Thanks for helping, Willie.

I'd like to add some details to the question:

In a row report, how to group the rows by a field in the sheet summary?

I mean by an attribute in the Sheet Summary field, not by the column in the sheet, and I understand it is easy in Sheet Report, but I'm trying to find out if it is possible in the Row Sheet.

The scenario is like this: I want to select all the tasks across the projects assigned to project manager Stephen, the project manager is an attribute set in Sheet Summary, and tasks are rows in sheets.

Andrée Starå · 01/08/21

Hi @Carol Lai