Сводные отчёты по таблицам

To create a portfolio view, you need:

1. Исходные таблицы The information in each sheet summary is the information you can pull into the report. 
2. Сводный отчёт по таблицам 

Создать сводный отчёт по таблицам

1. On the left Menu bar, select Create (plus icon).
2. Создать отчёт
3. Type a name for your report and select Sheet Summary Report.
4. Нажмите ОК.

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.

Your first step will always be to select your source sheets. Then, select what columns you want to display.

Brandfolder Image

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.  

1. Select Moreon the left side cell of the row you want to modify.
2. Нажмите Изменить. 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.
3. Enter your changes and select Save.

Brandfolder Image

Необходимо учитывать изложенные ниже моменты.

• 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.

You can use sheet summary to move critical metrics and summarize data from the sheet, allowing filtering and sorting in one place for easy access. Learn how to create a sheet summary in Define your work with sheet summary.

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 of referencing other sheet summary fields in your sheet summary formulas.
• To see a complete list of functions, see functions.

Brandfolder Image

Sheet summary formula references

Use this table to reference other fields as you build sheet summary formulas.

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.

Symbols in Smartsheet offer a quick way to visualize information, but their meaning can vary based on your sheet's context. Adding a Sheet Summary legend provides a reference for each symbol's representation, making it easier for collaborators to interpret data correctly and stay aligned. 

Create a sheet summary legend

In your sheet:

1. Select the Summary icon  Brandfolder Image on the right feature bar.
2. To a legend summary, click the + New field button, select the Text/Number type, and name the field. The named text field appears.
3. Enter your legend summary in the text field.
4. Выбрать поле Name the field and select the type Symbols... In the Visual symbol section, select the group of symbols that contains the symbol you want to describe.  Brandfolder Image
5. Нажмите ОК. The symbol field appears next in the Sheet Summary.
6. In the symbol field you just created, select the symbol to display.  Brandfolder Image
7. Repeat steps 4 and 5 for each symbol you want to describe.

Here’s an example of how this could look like:
Brandfolder Image

Lock these fields to prevent Editors from changing them. To lock a field, select the menu icon  Brandfolder Image  at the right of the field and select Lock Field.