Summary Reporting

Hi there,

I have a grid sheet broken out by location, Parent Month, and week (for tracking weekly and monthly sales by location).

I'd like to get a summary by week of the multiple locations (ex: Location 1 Week 1 + Location 2 Week 1, etc).

What's the best way to go about collecting this? Screenshot of sheet below (this repeats for all 9 locations Jan-December)

Thank you for any expertise or advice!

Find more posts tagged with

Accepted answers

All comments

Genevieve P.

Hey @Jbotham

If you're on a Business or Enterprise plan, then the easiest way to do this would be to use a Row Report! You can Filter by "Week 1", then use the Summary function to find the SUM of the weeks together.

If you want a Report to show all week summaries, you could filter instead by if the row says "Week", then GROUP by the Time Period and apply the Summary.

I notice that you have the Month as a Parent row... to get the correct grouping/filtering, you may want to bring in that Parent name into the Child rows as well:

=PARENT([Time Period]@row) + ": " + [Time Period]@row

Then you could use this as your Grouping column in the Report. Here's a free webinar on these features: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve

Jbotham

Ohhhh, Genevieve, I LOVE YOU!

Thanks for this resource share, too, appreciate you!

Genevieve P.

Haha no problem! 🙂

Let me know if you run into any snags settings this up and I'd be happy to share screen captures.

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, latest, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.