Sheet summary reports allow you to easily aggregate summary fields from one or more sheets into a single report so you can quickly see critical information in a single portfolio level view.
Sheet summary information is surfaced based on the report's criteria. It can then be quickly combined into groups and summarized using functions to calculate totals on report columns.
Sheet summary reports can be added directly to a dashboard, or visualized in a chart to communicate real-time progress to stakeholders.
Create a sheet summary report
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).
- Select Create new > Report.
- Type a name for your report and select Sheet Summary Report.
- Select OK.
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 |
|---|---|
Source Sheets | Specify which sheets and summaries will be pulled into this report. |
Columns to Display | Select the summary fields or system columns for this report. |
Filter Criteria | Define parameters for summary information displayed in the report. |
Group | Combine similar values into groups to organize rows into logical categories or classifications. |
Summarize | Extract key information from your report, such as the Count of completed projects. |
Sort | 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.
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 More
on the left side cell of the row you want to modify.
- Select Edit. The Sheet Summary form will open if the source sheet has custom fields. Otherwise, you will see the message This sheet has no custom summary fields defined.
- Enter your changes and select Save.
Keep in mind the following:
- Make sure 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.
Sheet Summary Report is not available for Premium Apps. For example, you cannot use a Sheet Summary type of Report as a source for your Dynamic View.
Calculate key project metrics with sheet summary formulas
Automatically calculate budget summaries, aggregate project status and project health, and more by placing formulas in sheet summary fields.
Create a sheet summary formula
In your sheet summary: Type the equals sign (=) and the desired function in a sheet summary field. (Note that you can’t enter formulas in checkbox fields.)
- Use the table below for examples on referencing other sheet summary fields in your sheet summary formulas.
- To see a complete list of functions, see functions.
Sheet summary formula references
Use this table as a guide for referencing other fields as you build sheet summary formulas.
| When you reference | Use this syntax | Example formula |
|---|---|---|
| Other summary fields (same sheet) | [Field name]# | =SUM([Budget 2016]#, [Budget 2017]#) |
| Cells in the sheet | [Column name]<row number> | =SUM(Expenses1:Expenses3) |
| Cells from another sheet | {cross-sheet reference name} | =COUNT({Warehouse B Inventory}) |
Sheet summary field references ([Field Name]#) for formulas can be used both within Sheet Summary Fields and Sheet Cells. For more information, see Formula basics.
Provide context to symbols with a sheet summary legend
Create a sheet summary legend
In your sheet summary:
- Add a Text/Number field at the top of your sheet summary with a description of the legend.
- Add Symbol fields to the sheet summary, one for each symbol. In the name of the field, type the purpose of the symbol. Make sure to select the group of symbols being used on the sheet for each individual field.
- In each Symbol field, set the icon that matches your description.
You may also want to lock these fields to prevent Editors from making changes to them. To lock a field, select the Menu icon on the right side of the field and select Lock field.