How to aggregate sheet summary data into another sheet

Hello,

I am currently working on developing a workspace to track system testing. The way the workspace is currently set up is having a summary level sheet that has each script, and then a folder per script. Within each script specific folder, there is a script summary sheet and a test script sheet. There can be multiple test script sheets if the test is determined it needs to be repeated.

The data I am trying to aggregate is from the test script sheets. Each test script sheet has summary sheet values. I would like to aggregate the test script sheet summary values both within each test script folder AND across all test scripts. I would like these values to go into another sheet for downstream use.

I do see that I can create a report from the sheet summaries, but the reports are a dead end and do not allow further analysis of the data (ie I can't pull the report info into another sheet or into a subsequent report). I also can't use the reports to display metrics on my dashboard, which is the whole point of the sheet summary values.

Manually calculating these summary values into a new sheet is not a viable option because it would require end users to mess with formulas and set up manage many cross sheet references (likely 30+ per round of testing). This workspace will be templatized and the name and number of sheets will change each time the template set is used.

If there was a way to dynamically set up a cross sheet reference by storing the sheet name in a helper column that could be a solution, but I have found no examples of that. Another option would be to be able to pull the data from my sheet summary report into sheets or other reports, but I have not found examples of that either.

Any advice on the best way to aggregate data across many sheets without having to manually set up and manage many cross sheet references would be appreciated.

Answers

  • Ipshita
    Ipshita ✭✭✭✭✭✭

    @slaranda- If you wish to store sheet name as a link in a cell, that's possible. Just copy the hyperlink of the sheet from the address bar, right click on the cell where you want to enter the sheet link and use the Hyperlink option. Here you can enter the URL and a name for the worksheet. For example -

    image.png

    I can suggest other options for sheet summary data to be used by another sheet, let me know if you need more help and I will advise.

    Cheers!

    Ipshita Mukherjee

  • @IpshitaThank you! Yes, please share how to use the sheet summary data in another sheet. I couldn't find any examples of this when I searched.

  • Ipshita
    Ipshita ✭✭✭✭✭✭

    @slarandaSure :)

    So the easiest way to do that is, in your working sheet where you have all the summary field values, just create columns for each of these values, this is how you do it - =[ ]# name the column whatever you like best.

    现在,这些值可以细胞联系在一起to sheet and that's how you can manipulate the data in your other sheet.

    希望这个有帮助。

    Cheers!

    image.png


    Ipshita Mukherjee

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Awesome! I'm glad it's working for you. 👍️<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107116,"type":"question","name":"I'd like to create a column formula that references a specific cell with acceptable syntax","excerpt":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to reference. This is to make sure tasks are started on time in relation to the overall start date. My formula is currently: =[Target End Date]1 - ([Task…","snippet":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to…","categoryID":322,"dateInserted":"2023-06-29T23:48:12+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T22:48:54+00:00","insertUserID":163028,"insertUser":{"userID":163028,"name":"jcabaniss","url":"https:\/\/community.smartsheet.com\/profile\/jcabaniss","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T02:58:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":129958,"lastUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":35,"score":null,"hot":3376249626,"url":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","format":"Rich","lastPost":{"discussionID":107116,"commentID":383416,"name":"Re: I'd like to create a column formula that references a specific cell with acceptable syntax","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383416#Comment_383416","dateInserted":"2023-06-30T22:48:54+00:00","insertUserID":129958,"insertUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T15:52:25+00:00","dateAnswered":"2023-06-30T00:15:36+00:00","acceptedAnswers":[{"commentID":383245,"body":"

@jcabaniss<\/a> , swap out this:<\/p>

=[Target End Date]1<\/p>

with this:<\/p>

=Index([Target End Date]:[Target End Date], 1)<\/p>

the second value in an index function is the row—usually we make this a MATCH lookup function but it can also be a number.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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