Create a portfolio view using sheet summary report to pull data from multiple sheet summaries.
Prerequisites
To create a portfolio view, you need:
- Your source sheets. The information in each sheet summary is the information you can pull into the report.
- A sheet summary report.
Create your sheet summary report
- On the left Menu bar, select Create (plus icon).
Scroll down to the bottom of the page and select Report > Sheet Summary Report.
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Your new report opens and you can start editing it!
Define what you want to see in the report
On the report toolbar, you can use the tools described in the table below to define what and how you want to see it in the report.
Use this tab | To do this |
---|---|
Use this tab Source Sheets | To do this Specify which sheets and summaries will be pulled into this report. If you select a workspace, you pull all the sheets in that workspace, and the report updates when sheets are added and removed from the workspace. If you select a folder, you pull only the sheets inside the folder, and the report doesn’t update automatically when the contents of the folder change. |
Use this tab Columns to Display | To do this Select the summary fields or system columns for this report. |
Use this tab Filter Criteria | To do this Define parameters for summary information displayed in the report. |
Use this tab Group | To do this Combine similar values into groups to organize rows into logical categories or classifications. |
Use this tab Summarize | To do this Extract key information from your report, such as the Count of completed projects. |
Use this tab Sort | To do this Define how summary information is sorted in the report. |
Your first step will always be to select your source sheets. Then, select what columns you want to display.
![Create sheet summary report](https://cdn.bfldr.com/NB5M6M91/at/htr9x89bhb8q8hqfnhhw2h/Sheet_summary_report_bar.jpg)
After that, you can use the Filter Criteria, Group, Summarize, and Sort tools to organize the information how you want to see it.
Edit custom sheet summary fields from the report
You can edit the fields in your portfolio view report right in the report; you do not need to go back to the summary field in the underlying sheet to make changes.
- Select the Kebab menu on the left side cell of the row you want to modify.
- Select Edit. The Edit form will open if the source sheet has custom fields. Otherwise, you'll see the message: "This sheet has no custom summary fields defined."
- Enter your changes and select Save.
![Create sheet summary report](https://cdn.bfldr.com/NB5M6M91/at/msj6g8qx356gggjcpr4zgr/edit_sheet_summary_from_report.gif)
Keep the following in mind
- Ensure all your field names are consistent across sheets.
Use the same field type across all summary fields used to collect the same data type. For example, if you are aggregating budget information, ensure all columns in all included sheets have budget formatted as currency. If you have different field types, for example, currency and numeric, you will get a column for each field type.
The Sheet Summary Report is not available for Premium Apps. For example, you can't use a Sheet Summary type of Report as a source for your Dynamic View.