Learning Track
This Help Article appears in the Smartsheet Intermediate learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Smartsheet Intermediate learning track. Get the most out of this learning track by starting at the beginning.
Take advantage of sheet summary to display overall project metrics, tag sheets with custom metadata for better search, and more.
One of the many uses for sheet summary is depicting sheet health—an example being project health if on a project plan. You can accomplish this and even update it automatically by placing a formula in a Sheet Summary field.
Insert a formula in a summary field, referencing data from the grid or another summary field, to calculate key information automatically.
You can select grid cells and cell ranges by clicking and dragging in the grid to quickly build a formula—cells referenced in a formula will be highlighted while building the formula.
When referencing... | Use this syntax | Example formula |
---|---|---|
...other summary fields (same sheet) | [Field name]# | =SUM([Budget 2016]#, [Budget 2017]#) |
...cells in a grid (same sheet) | [Column name]<row number> | =SUM(Expenses1:Expenses3) |
...cells in a grid (from another sheet) | {cross-sheet reference name} | =COUNT({Warehouse B Inventory}) |
You can create sheet summary fields that contain key values that can be easily searched. A few examples of this include:
Check out Searching in Smartsheet for details on the search functionality.
Build a legend in the sheet summary to describe the meaning of each icon or symbol on your sheet.
To create a legend: