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Can a form be combined with a sheet summary report?
I need to combine a sheet summary report of existing data with a form that can capture and record new, incoming data. I've done both separately, but need to know if this is possible in one sheet.
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Smartsheet Report
Hi everyone, I'm experiencing an issue with a Smartsheet report. In one report, I grouped by project name and it displays correctly with collapsible sections. However, in a new report set up the same way, the project name disappears when grouped. Any advice would be appreciated. See screenshot belows I'm trying to group…
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Counting only CHECKED checkboxes in report summaries
I several reports I've created I need to get an accurate count of checked checkboxes within the summary section of the report, and currently, the summary is counting all checkboxes- whether they are checked or not. The image below shows that it's counting 4 checkboxes, but it should only be three since that's the total…
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Help Article updates July 2025
Hello Community, We’ve published the following new content. New videos on these topics: Smartsheet Permissions and Sharing in Sharing permission levels and tasks How to create a Sheet Summary Report in Create a sheet summary report How to create a Row Report in Build a row report And these new best practices: DataTable…
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How to calculate sumifs across multiple columns
Hello community! I am trying to build a summary worksheet to get an overview of all the meeting categories but my raw data has multiple data columns and the formula I am using comes up as an error Summary sheet Raw data I need to get a total sum from both "no. of meetings chaired by CPO" and "no. of meeting attended as a…
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Sheet Summary Report & PowerBI
Sheet Summary Report is such a great tool, it allows us to summarize data in a variety of ways without the need for helper rows/columns and allows us to create reports based off of this information. Unfortunately, I need one of those Summary Reports (not a Row Report) to pull into PowerBI and it can't do it, we continue to…
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Metric Widget Not updating Summary Report Blueprint
✅ In my Blueprint, I have a project sheet with summary fields in the right-hand panel. ✅ Also in the Blueprint, I've built a Sheet Summary Report to pull these fields. ✅ In my Blueprint I've connected this to a dashboard. ✅ In Control Center I selected the new report to be included. ❌ But when I provision a project from…
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Cannot get donut chart to show legend
Hi, I am trying to get a donut chart to show the column labels as the legend but I cannot toggle that option on. I am using a Sheet Summary report and have tried a regular report with the data summarized but I cannot get anything to work. It is very simple but I do not know what to do since I cannot toggle the column names…
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How do I create a pie chart from the data on my sheet? Assuming I need a formula?
I have a column with rows of dollar amounts called Grant Amount and a column with a drop down menu of three options called Scope of Work. My goal is to create a pie chart on my dashboard showing what percentage of the total amount of dollars from the Grant Amount column is going toward the options chosen in the Scope of…
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Median and Mode options in Report Summary Options
We use Median for a lot of metrics as it helps to remove the outliers that can skew the data. Please add Median and Mode (if you are already updating it 😉) in the summary options for the reports.
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Formula based of portfolio report
Hi, I would like to do a simple count and countif based of my portfolio report. But when I start the formula and want to link to the report, it is not available for selection. I am the admin/owner of the report. Is it just not possible to use a portfolio file for formulas?
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How to Automate workflow to create a summary report to diff between two excel sheets on weekly basis
Using SmartSheet, I want to be able to import excel sheet from sharepoint on weekly bases lets say "week 09" excel sheet name is [TC Roadmap 25ww09 VTS] Then I need to add to end additional +5 columns, these column includes formula(s) which I use to massage data coming from original data to create reports After a week ,…
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Column descriptions
Hello, Why i do not see Column Descriptions in the Report? thanks!
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Finding the oldest date on multiple sheets and also based on text in another cell
I have 2021, 2022, 2023, 2024, and 2025 sheets with different departments' requests for action (RFAs). I am looking for a formula to show me the oldest open RFA for each department. Some departments will be in 2021, but some will be in 2024. A sheet summary formula is not what I am looking for. I need a reference sheet…
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Assets and Workspaces Use - Dashboard reporting
Anyone familiar with the Admin center has the chart that displays the total asset count per account (workspaces, sheets, reports, dashboards) pictured below. I'd like to generate a month over month view of these metrics on our company dashboard to show the growth/use of Smartsheet for our leadership team. We are newer to…
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Needing to update Summary Sheet mapping
Hello, I am thinking this is an easy question with an easy solution. I have a Control Center blueprint where I have mapped a column incorrectly, Text instead of Contact. The data is coming from the metadata file, which is linked in from the project. Is there an easy way to change the cell linking on the Summary sheet? I…
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Monthly Summary Report Without Daily Data
I have a report that I use to take daily numbers, and it will output a monthly summary. At this time reports are not optimized to be able to grab that data and just give me a monthly summary. I have no choice but to have that daily data in the report. I have over 26 different sets of numbers, so it fills up quickly and I…
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Cell Referencing Report
A report which would provide the list of cells that are being referred from another sheet with details
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i am not able to sort in smartsheet reports when Multiple source file(sheet) is selected?
I am trying to sort based on the YTD summary, which is a numerical value, but Smartsheet won't allow me to sort it, it sorts automatically based on the alphabetical order which is available on primary column. Anyone faced this issue or have any solution for this?
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Can I use Summary fields in formula
I have created some sheet summary fields to count the number of records that meet a specific criteria e.g. Fire Doors - Pass is the summary field and the formula is =COUNTIFS([Last Month]:[Last Month], ="True", [Fire Doors]:[Fire Doors], ="Yes") I have done the same for several other fields too e.g. Fire Exit Routes -…