I am looking for a way to populate Sheet summary fields either through automations or control center

Doug.Swanson
Doug.Swanson ✭
inSmartsheet Basics

Use case is: From the Project intake process, move the row into the sheet summary fields.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Doug.Swanson

    Haha! No worries!

    Yes, connect with VLOOKUP or INDEX/MATCH.

    I'd recommend the INDEX/MATCH combination.

    The structure would be something like this if it's a cross-sheet formula.

    =INDEX({ColumnWithTheValueYouWantToShow}, MATCH(CellThatHaveTheValueToMatch@row, {ColumnWithTheValueToMatchAgainsTheCell}, 0)

    Make sense?

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@Miriam<\/a> You can use reports to bring in data from multiple sheets into one view. While this is a solution, it can have risks. <\/p>
  1. If you have columns that exist on one sheet but not the other and they need to be updated, the report will show the columns, but for the rows where that column does not exist on the corresponding sheet, the cells will be blank. This may cause some confusion to the end user.<\/li>
  2. If you have tasks that are similar, then the end user needs to pay close attention to the sheet name column in the report to make sure they are updating the correct data. You can mitigate this in the report by using the grouping option to group by sheet name.<\/li><\/ol>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":["discussion","question"]},"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":112424,"type":"question","name":"How can I get my change notification automation to NOT notify me if I made the change?","excerpt":"I have automation in place to notify me of changes in a document but I'm getting those notifications if I'm the one making the change which is useless since I clearly know the change was made since I made it. Is there a way for it to exclude notifications if the person to be notified is the one that made the change?","snippet":"I have automation in place to notify me of changes in a document but I'm getting those notifications if I'm the one making the change which is useless since I clearly know the…","categoryID":321,"dateInserted":"2023-11-01T13:25:39+00:00","dateUpdated":"2023-11-01T13:26:17+00:00","dateLastComment":"2023-11-02T14:03:06+00:00","insertUserID":147818,"insertUser":{"userID":147818,"name":"KimTDSYN","url":"https:\/\/community.smartsheet.com\/profile\/KimTDSYN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-11-02T14:01:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":147818,"lastUser":{"userID":147818,"name":"KimTDSYN","url":"https:\/\/community.smartsheet.com\/profile\/KimTDSYN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-11-02T14:01:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":31,"score":0,"hot":3397781325,"url":"https:\/\/community.smartsheet.com\/discussion\/112424\/how-can-i-get-my-change-notification-automation-to-not-notify-me-if-i-made-the-change","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112424\/how-can-i-get-my-change-notification-automation-to-not-notify-me-if-i-made-the-change","format":"Rich","lastPost":{"discussionID":112424,"commentID":402788,"name":"Re: How can I get my change notification automation to NOT notify me if I made the change?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/402788#Comment_402788","dateInserted":"2023-11-02T14:03:06+00:00","insertUserID":147818,"insertUser":{"userID":147818,"name":"KimTDSYN","url":"https:\/\/community.smartsheet.com\/profile\/KimTDSYN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-11-02T14:01:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-11-02T14:04:11+00:00","dateAnswered":"2023-11-02T13:55:48+00:00","acceptedAnswers":[{"commentID":402786,"body":"

    Hey @KimTDSYN<\/a> <\/p>

    These are personal notification settings that you can adjust from your profile \/ account in Smartsheet 🙂<\/span><\/p>

    See: Configure how you receive notifications from Smartsheet<\/a><\/p>

    \n
    \n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

    Cheers,<\/p>

    Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":["discussion","question"]},"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":112421,"type":"question","name":"Smartsheet changing colour and then not saving?","excerpt":"Hi, So typically my menu on the left is black. Sometimes (Not every time) after filtering or searching it goes a blue, it gives the impression of full functionality. Lets you update cells and attachments etc. However when you go out of that sheet and then back in it does not show the updates? EG I use the search to find a…","snippet":"Hi, So typically my menu on the left is black. Sometimes (Not every time) after filtering or searching it goes a blue, it gives the impression of full functionality. Lets you…","categoryID":321,"dateInserted":"2023-11-01T11:43:33+00:00","dateUpdated":null,"dateLastComment":"2023-11-02T13:10:05+00:00","insertUserID":138065,"insertUser":{"userID":138065,"name":"Michael Batt","url":"https:\/\/community.smartsheet.com\/profile\/Michael%20Batt","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-11-02T13:12:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-11-03T08:29:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":29,"score":null,"hot":3397771418,"url":"https:\/\/community.smartsheet.com\/discussion\/112421\/smartsheet-changing-colour-and-then-not-saving","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112421\/smartsheet-changing-colour-and-then-not-saving","format":"Rich","lastPost":{"discussionID":112421,"commentID":402768,"name":"Re: Smartsheet changing colour and then not saving?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/402768#Comment_402768","dateInserted":"2023-11-02T13:10:05+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-11-03T08:29:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-11-02T13:41:10+00:00","dateAnswered":"2023-11-02T12:11:07+00:00","acceptedAnswers":[{"commentID":402732,"body":"

    Hi @Michael Batt<\/a> <\/p>

    I hope you're well and safe!<\/p>

    Strange!<\/p>

    Have you reviewed the Activity Log for clues? What does it show?<\/p>

    I hope that helps!<\/p>

    Be safe, and have a fantastic week!<\/p>

    Best,<\/p>

    Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

    ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":["discussion","question"]},"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=321&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":5225,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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