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How Do I Return a Status/Name From a Different Sheet within a Project in Sheet Summary
Within each project we utilize Sheet Summary to pull into reporting and ultimately dashboards. There are a couple fields that I would like not to be manual, but instead use some kind of formula if I can. The issue is that the formula would have to pull the name/status from a different sheet (I noticed there is a reference…
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COUNT IF Certain Project Category, resource and in Current Month
Hi! I am trying to create a sheet summary formula for each team member which shows the total files they have with a consultant in the current month. We generate a new sheet each month so i only need it to count after 1st of the month. I can't even get just a basic number of all projects with consultant after the 1st of the…
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How to ignore #DIVIDE BY ZERO in SUM function?
I have a formula in my template Sheet Summary that I need to add the dollar amounts in the Annual Cost (Original) column. However, some of the rows will generate #DIVIDE BY ZERO. I need this formula to add only the cells that have a dollar value in them and to ignore the #DIVIDE BY ZERO. The formula I currently have in the…
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Ignore #DIVIDE BY ZERO in Sheet Summary SUM formula
I have a formula in my template Sheet Summary that I need to add the dollar amounts in the Annual Cost (Original) column. However, some of the rows will generate #DIVIDE BY ZERO. I need this formula to add only the cells that have a dollar value in them and to ignore the #DIVIDE BY ZERO. The formula I currently have in the…
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3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
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Help with sheet summary formula losing #REF with data shuttle
I have a dashboard created with a "Data Date" Metric at the top. Using the Created column to populate a "Data Date" column (text column +LEFT(Created@row, 18) I can add the date in the metric via a sheet summary field. When I refresh data pulled from an Excel sheet (exported by another program), I get a #REF error in the…
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COUNTIF is Not Working as a Sheet Summary Field
I am trying to create a count of how many rows in my sheet meet a certain criteria. I created a Sheet summary field and used the COUNTIF Formula. However, it keeps returning #NO MATCH when there clearly are rows that meet the criteria. SHEET SUMMARY FIELD FORMULA: =COUNTIF(Fund:Fund, 160) Here is a sample of the data in my…
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Summary Sheet Not Connecting to Correct Column
I have a summary sheet set up for my projects, which is connected to a metadata sheet I have. In the metadata sheet, I have column types for different types of data (contact, text/number, date, etc). In my summary sheet, the columns that should be looking at the text/number column for data are looking at the contact column…
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Update sheet summary field via a report
I am using row reports and sheet summary reports. When I create a row report , I can edit fields in the report and it updates back into the plan /sheet itself. This makes it easy for me to meet with a team member and review only their tasks across my plans and update % complete etc. Similarly, I'd like to be able to pull…
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Report Grouping Summary Rows in Dashboard & Attachements
Is there any update on when reports might keep the grouping/summary rows when sent as an attachment or displaying on a dashboard? I remember hearing this was 'in the works' back in February.