Formulas in Reports/Reference reports for Dashboard

Hello J,

To answer your first question, we don't currently support creating formulas from reports: any formula entered from reports will display as plain text rather than performing a calculation. (FAQs about Formulas)

As a workaround, you can create formulas in the source sheet. Then you could build a report to pull only the rows that contain the specific formula result you were looking for. Another idea would be to have a helper column in your sheet (for example, a hidden checkbox column) that you can use as the criteria for the rows you wish to display in your report.

Secondly, there is a Report Widget that allows you to display a report in your dashboard. It creates a window in to see all of the report information, is this what you were looking for? Please note that you must have Admin-level sharing permissions or higher on the source report to add it to a dashboard with the Report widget.

Another way to reference a report would be to create a Chart from a report. In this instance, the chart would select the entire report as the data. Or, if you only want to display specific cells via the Metric widget, these cells would need to be selected from a sheet, not a report.

If you are having trouble referencing your data within a dashboard after reviewing the Help articles linked above, it would be useful to know a bit more information in regards to what data you are looking to pull from your source sheet and how you want your dashboard to be set up.

Thanks!

Genevieve

Hi @NBurrus

Yes! Reports have been updated since this Community thread was created; they now have the ability to Group and Summarize data. There are a set few formulas you can apply using the Summary feature and COUNT is one of them.

For example, if you set a Report to Filter for At Risk Tasks, then you can GROUP by the person, and use the COUNT Summary feature to count how many rows (across 300 sheets) are associated with this one person.

Here's more information on this: Configure Grouping to Organize Results in Report Builder

Here's a webinar you may find useful: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve

Hi @helen helen

If you need to see all the months in one Report, then the way to do this would be to add a helper column in your sheet to extract just the Month from that Date column. Then you can Group by this helper column.

Example formula:

=MONTH([Date Column]@row)

I understand about not wanting to add in fields to confuse users in Card View, however this helper column would contain a column formula, which means it wouldn't show up as a "lane" and it wouldn't be editable from Card view.

You can exclude this field from the initial card view by un-checking it from Card settings:

Then if users go to Edit the card itself to see all the fields in the sheet, this column formula helper column will be un-editable:

If this doesn't work for you, an alternative would be to create multiple Reports where each Report filters by the Month, then you can summarize the entire Report as it will only pertain to that month.

Cheers,

Genevieve