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Report based calculations

I would like to be able to have a calculation take place in a report that is based on numbers in cells from two different spreadsheets. Any ideas? Not keen on linking for this application as that would require multiple linking of new data, which would have a higher probability of user error.

Comments

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    This question comes up quite often and so far there is no way to do this without creating some form of workaround, which as you say, can introduce the risk of human error.

    I'd recommend Cell linking from your worksheets to a Master or Portfolio sheet to get the dashboard you seek. That in turn can be viewed in a Report but the calculation will be happening in the sheet not in the report, but resultant calc can be seen in the Report.

    Hope that helps? RichardR

  • 丹•戴维斯
    edited 08/27/15

    Thanks for your suggestion. That is essentially what I have planned to do, but it will frequently require the addition of links as new projects are started. Which will then turn into a need of manual "link management". I was hoping to be able to automate that process.

  • Depending on what calculations you are trying to make, you could use the formulas the bottom right of the report. Highlight cells in a report and automatic calculations will appear at the bottom right based on what type of data you selected (min, max, avg, sum, count, etc)

This discussion has been closed.
I understand. Unfortunately, there is no other option that I see. One thing to make it easier for you to add the name is to have a helper column in the source sheet with a formula to identify duplicates. If there is a record with no duplicate (i.e., a new name added), you can get notified through a workflow and use that to add the name to your metric sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106984,"type":"question","name":"Using Countif to count Often and Very Often,","excerpt":"however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS(\"Often\", @cell), NOT(HAS(\"Very\", @cell)))","snippet":"however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS(\"Often\", @cell), NOT(HAS(\"Very\",…","categoryID":322,"dateInserted":"2023-06-27T22:21:22+00:00","dateUpdated":"2023-06-27T22:25:38+00:00","dateLastComment":"2023-06-27T22:37:19+00:00","insertUserID":13941,"insertUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":13941,"lastUserID":13941,"lastUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3375811121,"url":"https:\/\/community.smartsheet.com\/discussion\/106984\/using-countif-to-count-often-and-very-often","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106984\/using-countif-to-count-often-and-very-often","format":"Rich","lastPost":{"discussionID":106984,"commentID":382723,"name":"Re: Using Countif to count Often and Very Often,","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382723#Comment_382723","dateInserted":"2023-06-27T22:37:19+00:00","insertUserID":13941,"insertUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T09:04:26+00:00","dateAnswered":"2023-06-27T22:35:14+00:00","acceptedAnswers":[{"commentID":382720,"body":"

Hi @steinkj<\/a>, change the \"HAS\" to an equal.<\/p>


<\/p>

=COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, \"Often\")<\/p>"},{"commentID":382723,"body":"

Thank you, as always I was trying to make it too hard!!!!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106939,"type":"question","name":"How to extract part of a cell and remove the rest","excerpt":"Hello I have a very long column with various texts in every cell containing for example 'Data change request from John Smith', every cell contains different types of requests and I want to extract to another column only the text before the word 'request '. Could you please help me how to do this? Thank you so much!","snippet":"Hello I have a very long column with various texts in every cell containing for example 'Data change request from John Smith', every cell contains different types of requests and…","categoryID":322,"dateInserted":"2023-06-27T09:11:14+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T09:51:15+00:00","insertUserID":143328,"insertUser":{"userID":143328,"name":"Christiana Gkini","url":"https:\/\/community.smartsheet.com\/profile\/Christiana%20Gkini","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtf-hNm8WhOgG9NXB7Zou6oQaUyDHZZ2iwrHmrrz=s96-c","dateLastActive":"2023-06-28T10:00:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T10:04:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3375804749,"url":"https:\/\/community.smartsheet.com\/discussion\/106939\/how-to-extract-part-of-a-cell-and-remove-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106939\/how-to-extract-part-of-a-cell-and-remove-the-rest","format":"Rich","lastPost":{"discussionID":106939,"commentID":382775,"name":"Re: How to extract part of a cell and remove the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382775#Comment_382775","dateInserted":"2023-06-28T09:51:15+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T10:04:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T09:27:10+00:00","dateAnswered":"2023-06-27T11:27:01+00:00","acceptedAnswers":[{"commentID":382494,"body":"

Hi @Christiana Gkini<\/a>,<\/p>

If the format of the entries is consistent then you can use a formula similar to this:<\/p>

=LEFT([Column to check]@row, (FIND(\"request\", [Column to check]@row) - 2))<\/p>

Example:<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Obviously you will probably need to change the \"Column to check\" in the formula, but this should be straightforward enough.<\/p>

Hope this helps; any questions or issues then just post! 😊<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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