Report using multiple sheets

ilene_healy68056
ilene_healy68056 ✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

Hi...I would like to build a report from 2 sheets.  Taking most of the columns/rows from the first sheet "Summary View" and then just one column of data for the color the RYGB color status from the "SP Automation -Internal" sheet.  I have tried to add this missing data point into the "Summary View" sheet but I am at the max for sheet references.  So I was hoping a report could help bring this information together (like you would with MS Access).  The resulting report is formatted correctly to show the column layout coming from the Summary sheet, it is pulling in the Health color correctly, but it is missing the % from the Summary sheet.  Is this report view possible?

Thanks for your help!

2019-06-17 17_34_07-SP Automation - Internal Sites - Smartsheet.com_.png

2019-06-17 17_37_14-Summary View_ Site-Capability-Stage Gate - Smartsheet.com_.png

2019-06-17 17_44_40-Site Summary Report - Smartsheet.com_.png

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Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 06/18/19

    Hi Ilene,

    Not sure I follow!

    Have you added the columns you want to see in the report? Can't you see the % Complete as a choice there?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • ilene_healy68056
    ilene_healy68056 ✭✭✭✭✭

    Hi Andree,

    Ideally, I'd like to just add 'heat map' coloring to the "pivot summary" sheet I have.  The "pivot summary sheet" pulls (cross sheet reference) in the %complete for each category: System, WoW, Training, Metrics, Users, Adoption.  The color coding would be based on the color of the Health dot from the 3 detailed sheets.  However, I am at the max for cross sheet references so I can't do that final important step. 

    As a work around, I was hoping to create report that includes everything from the "pivot summary" sheet and in that format with the categories across the horizontal as columns, and then joins to the 3 detail sheets to add in the color status ball. 

    When I create or play around with  the report I run into two problems: 

    1)  the % do not show in the columns for the categories (System, Wow, etc).  It's blank.  The color status ball appears but so does each category going down the vertical (as rows) from that particular detail sheet . 

    Or  2) I can get the % to show correctly and in the categories are in the correct horizontal column format, but the color status balls disappear. 

    Any way to join these sheets?  Or maybe a better way to apply a heat map to the Pivot summary? 

    Not sure if this helps or hinders, ha.....thanks for any insights.

     

    Thanks

    Ilene

    2019-06-18 12_10_45-.png

    2019-06-18 12_18_39-TEST Site Summary with Health Report - Smartsheet.com_.png

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Can you maybe share the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • ilene_healy68056
    ilene_healy68056 ✭✭✭✭✭

    Thank you...will do.  I have created test versions and will share.  Here they are summarized.  The ones highlighted in yellow are the detailed sheets and the one high lighed in green is the summary pivot view....where i have the format correct for what our leaders want to see but I am stuck at getting the heat map colors to shade based on the health of 'system', 'wow', 'training', 'metrics', users', ' adoption' from the details because i am at the max for cross sheet reference.

    2019-06-19 09_40_46-TEST DATA - Smartsheet.com_.png

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    I'll take a look and get back to you!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Did you get it working or do you still need help?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.