How do I create a report that sums totals from my sheet?

Christina Riley
Christina Riley ✭✭✭
edited 12/09/19 inSmartsheet Basics

Hi, I need to create a report that sums up the totals of each quarter on a report. How do I do this? I would normally use a pivot table in Excel for this, but I'm not sure how to recreate that same functionality in Smartsheet.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    You can't calculate on a report, so you have to do the calculations on the sheet or another sheet with the help of cell-linking or cross-sheet formulas.

    Would that work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Y M
    Y M ✭✭✭

    I am also trying to figure this out... I have inbound leads entered in a form to a spreadsheet and I want to total out per month by type of industry and total inbound leads entered to start with...

    1.) How would I do this on this same spreadsheet?

    2.) And how can I incorporate this as a "trend/insight" on a chart via a Sales Dashboard?


    Thanks in advance!@Andrée Starå

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  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @Christina Riley& @Y M

    Hope you are fine, you can create a report of your sheets and use the group and summary tab on the report design to group and sum by any category you need, the following screenshot for one of my report show what am talking about.

    image.png

    Sum

    image.png


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    www.mobilproject.it

    ☑️Are you satisfied with my answer to your question? Please help the Community by marking it as an( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

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@Jillian M<\/a> an IF statement will do what you need.<\/p>

=if([Column Name]@row=\"Value\",1,0)<\/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":107883,"type":"question","name":"Moving closed \"tickets\" to a second sheet","excerpt":"I have a sheet where we log our support as it comes in. I have a \"completed\" check box to check once it is finished. It also has a date created field. I setup a second copy of the sheet. On the first sheet I added automation to move any row that is \"completed\" and over 3 days old to the second sheet. This works well.…","snippet":"I have a sheet where we log our support as it comes in. I have a \"completed\" check box to check once it is finished. It also has a date created field. I setup a second copy of the…","categoryID":321,"dateInserted":"2023-07-20T20:03:02+00:00","dateUpdated":null,"dateLastComment":"2023-07-20T20:49:17+00:00","insertUserID":163730,"insertUser":{"userID":163730,"name":"TheoR74","title":"Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheoR74","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:44:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163730,"lastUser":{"userID":163730,"name":"TheoR74","title":"Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheoR74","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:44:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":42,"score":null,"hot":3379770739,"url":"https:\/\/community.smartsheet.com\/discussion\/107883\/moving-closed-tickets-to-a-second-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107883\/moving-closed-tickets-to-a-second-sheet","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":107883,"commentID":386291,"name":"Re: Moving closed \"tickets\" to a second sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386291#Comment_386291","dateInserted":"2023-07-20T20:49:17+00:00","insertUserID":163730,"insertUser":{"userID":163730,"name":"TheoR74","title":"Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheoR74","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:44:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-20T20:50:00+00:00","dateAnswered":"2023-07-20T20:14:12+00:00","acceptedAnswers":[{"commentID":386274,"body":"

@TheoR74<\/a>,<\/p>

As long as your destination sheet doesn't have the numbering column setup as an Auto Number, you should be fine. In your destination sheet, keep the numbering column as a \"Text\/Number\" column instead.<\/p>

BRgds,<\/p>

-Ray<\/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":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":107872,"type":"question","name":"Using Sum function on 2 referring pages","excerpt":"I am trying to sum to different cells on 2 different Smart Sheets and I I keep on getting a #UNPARSEABLE error. It works fine when it references only 1 sheet but I need to sum probably about 20+ sheets when I am done. Just testing with 2 right now. Any help is appreciated =SUM({AAA Pet Services - Sign Ups Range 1}{AAA Pet…","snippet":"I am trying to sum to different cells on 2 different Smart Sheets and I I keep on getting a #UNPARSEABLE error. It works fine when it references only 1 sheet but I need to sum…","categoryID":321,"dateInserted":"2023-07-20T17:37:32+00:00","dateUpdated":null,"dateLastComment":"2023-07-20T18:10:31+00:00","insertUserID":163722,"insertUser":{"userID":163722,"name":"John C0","url":"https:\/\/community.smartsheet.com\/profile\/John%20C0","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T18:10:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163722,"lastUser":{"userID":163722,"name":"John C0","url":"https:\/\/community.smartsheet.com\/profile\/John%20C0","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T18:10:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":37,"score":null,"hot":3379752483,"url":"https:\/\/community.smartsheet.com\/discussion\/107872\/using-sum-function-on-2-referring-pages","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107872\/using-sum-function-on-2-referring-pages","format":"Rich","lastPost":{"discussionID":107872,"commentID":386231,"name":"Re: Using Sum function on 2 referring pages","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386231#Comment_386231","dateInserted":"2023-07-20T18:10:31+00:00","insertUserID":163722,"insertUser":{"userID":163722,"name":"John C0","url":"https:\/\/community.smartsheet.com\/profile\/John%20C0","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T18:10:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-20T18:10:07+00:00","dateAnswered":"2023-07-20T17:56:18+00:00","acceptedAnswers":[{"commentID":386226,"body":"

=SUM({AAA Pet Services - Sign Ups Range 1}, {AAA Pet Services - Sign Ups Option 2 Range 1})<\/p>

A comma is needed between each range to sum.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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":4868,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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