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使用报表创建总计

MarkSouthwell
MarkSouthwell ✭
编辑12/09/19 在2017年发布的文章

嗨，我对Smart Sheet很陌生，到目前为止主要是在项目计划中使用它。我现在正在考虑用它来预测交付顾问。我已经为他们创建了一个表格和表单，以便在给定的月份输入特定客户的交付预测。然而，我希望能够创建一个概述报告，其中显示多少(£)交付预计按月，并提供每个顾问的总数。我很乐意通过另一份表格或报告来做这件事，以更好的方式为准。任何帮助将不胜感激，因为我有麻烦时使用分组值由顾问给出总数的报告

谢谢

请让我知道，如果你需要更多的信息/截图等

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评论

  • Shaine格林伍德
    Shaine格林伍德 员工

    嗨,马克,

    您将需要创建用于汇总总数的函数。如果需要，可以使用SUMIF函数有条件地对项目求和。以下是我们在Smartsheet中的函数列表:https://help.smartsheet.com/functions

    在工作表中计算了每个人的总数之后，可以创建一个按姓名输入行的报告，或者在工作表中创建一个复选框列，选中“总数”行的复选框，并使用该条件将它们输入报告。有关设置报告标准的详细信息，请参见创建报告篇文章。

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  • dean52756
    dean52756 ✭

    我们有十几个当前项目，都在一个名为[projects]的工作区中。我们有一个列，在里程碑触发的预期收入。这将提供给我们一个报告，该报告提供了预定收益的时间/数量。我们还有一个甘特报告，显示工作区中所有项目的生产阶段的时间——这个工作很棒，在我们使用它的123个月里非常有ob欧宝娱乐app手机下载帮助。我想为每个项目的总收入，并显示它旁边的项目名称在甘特图。如何?

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这次讨论已经结束了。

类别

@CamSME<\/a> you'll use join and collect with children or decedents as the range. This video might help.<\/p>
\n \n https:\/\/youtu.be\/Dzo0UYjxMmI\n <\/a>\n<\/div>


<\/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":106286,"type":"question","name":"Health Bubble Turn Colors when Status is Updated","excerpt":"Hello, I am new to Smartsheet. I am trying to get when I change my Status to \"Not Started\" I want the Health bubble to automatically turn grey. And when I change my Status to \"In Progress\" the Health bubble will turn yellow, etc. So far I have: IF(Status1 = \"Not Started\", \"Gray\", \" \"). I want it to change color for each…","categoryID":322,"dateInserted":"2023-06-09T19:29:22+00:00","dateUpdated":"2023-06-09T20:02:36+00:00","dateLastComment":"2023-06-09T21:14:52+00:00","insertUserID":162263,"insertUser":{"userID":162263,"name":"clairehunter","url":"https:\/\/community.smartsheet.com\/profile\/clairehunter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-10T18:54:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162263,"lastUserID":150413,"lastUser":{"userID":150413,"name":"Kleerfyre","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kleerfyre","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0FA9VDUULUEH\/n4HMXW6FGST3I.jpg","dateLastActive":"2023-06-09T21:50:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3372684854,"url":"https:\/\/community.smartsheet.com\/discussion\/106286\/health-bubble-turn-colors-when-status-is-updated","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106286\/health-bubble-turn-colors-when-status-is-updated","format":"Rich","tagIDs":[254,440],"lastPost":{"discussionID":106286,"commentID":379933,"name":"Re: Health Bubble Turn Colors when Status is Updated","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379933#Comment_379933","dateInserted":"2023-06-09T21:14:52+00:00","insertUserID":150413,"insertUser":{"userID":150413,"name":"Kleerfyre","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kleerfyre","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0FA9VDUULUEH\/n4HMXW6FGST3I.jpg","dateLastActive":"2023-06-09T21:50:34+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":"2023-06-10T18:54:41+00:00","dateAnswered":"2023-06-09T21:14:52+00:00","acceptedAnswers":[{"commentID":379933,"body":"

You will need a nested IF formula:<\/p>

=IF(Status@row=\"Not Started\", \"Gray\", IF(Status@row=\"In Progress\", \"Yellow\", IF(Status@row=\"Complete\", \"Green\")))<\/p>


<\/p>

Just add more IF Statements like above for what you need. Put all ) at the very end. Then you can turn it into a column formula by right clicking the cell the formula is in and selecting column formula.<\/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"},{"tagID":440,"urlcode":"project-management","name":"Project Management"}]},{"discussionID":106265,"type":"question","name":"If Date is blank + past formula","excerpt":"I can't figure out why this would return a \"yes\" when the date cell is blank. =IF([Date of Site Survey (Product)]@row = \" \", \" \", IF(TODAY() > [Date of Site Survey (Product)]@row, \"yes\", \" \")) Intended logic\/result - If date cell is blank, then \"blank\" (this worked when I tried without the 2nd argument added) If date is in…","categoryID":322,"dateInserted":"2023-06-09T14:00:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T23:14:36+00:00","insertUserID":162220,"insertUser":{"userID":162220,"name":"dhawkins","title":"Product Manager","url":"https:\/\/community.smartsheet.com\/profile\/dhawkins","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T20:05:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-10T19:07:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":31,"score":null,"hot":3372673501,"url":"https:\/\/community.smartsheet.com\/discussion\/106265\/if-date-is-blank-past-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106265\/if-date-is-blank-past-formula","format":"Rich","lastPost":{"discussionID":106265,"commentID":379953,"name":"Re: If Date is blank + past formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379953#Comment_379953","dateInserted":"2023-06-09T23:14:36+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-10T19:07:06+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":"2023-06-09T14:28:35+00:00","dateAnswered":"2023-06-09T14:12:11+00:00","acceptedAnswers":[{"commentID":379830,"body":"

Try this:<\/p>

=IF([Date of Site Survey (Product)]@row <> \"//www.santa-greenland.com/community/discussion/11096/\", IF(TODAY() > [Date of Site Survey (Product)]@row, \"yes\", \"no\"))<\/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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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