Reference Sheet Summary fields in formula in sheet (2024)

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    Chamilla ✭✭

    01/09/20 in Formulas and Functions

    I need to create a formula that concatenates (JOIN or "+") several fields in my sheet summary, back into a column in my sheet. What is the syntax I need to use to be able to reference sheet summary fields?

    Thanks!

    Tags:

    • Formulas
    • functionality
    • Sheet Summary

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    • Paul Newcome ✭✭✭✭✭✭

      01/09/20 Answer ✓

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      To reference a Sheet Summary field, you enter the field name using the same rules as regular column labels (square brackets for spaces, numbers, etc) and use # in place of the row number.

      [Summary Field]#

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    • Paul Newcome ✭✭✭✭✭✭

      01/09/20 Answer ✓

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      Unfortunately as of right now the only way to get multiple contact in a cell as actual contacts is to manually enter them. There is no way to use a formula to pull multiple contacts in a cell.

      That would be great though. Feel free to Submit a Product Enhancement Request.

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    «12»

    Answers

    • Paul Newcome ✭✭✭✭✭✭

      01/09/20 Answer ✓

      Options

      To reference a Sheet Summary field, you enter the field name using the same rules as regular column labels (square brackets for spaces, numbers, etc) and use # in place of the row number.

      [Summary Field]#

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    • Thanks, Paul! Now, a new challenge... I'm using the "+" formula to concatenate several contact list type fields from the sheet summary into a contact list type field in the sheet. I checked the "Allow multiple contacts per cell" box, however, the results of this formula are showing as text type and not contact list type. I need the names to be contacts as I plan to use this cell in an automation workflow to direct an alert to this group of contacts.

      Thanks again!

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    • Paul Newcome ✭✭✭✭✭✭

      01/09/20 Answer ✓

      Options

      Unfortunately as of right now the only way to get multiple contact in a cell as actual contacts is to manually enter them. There is no way to use a formula to pull multiple contacts in a cell.

      That would be great though. Feel free to Submit a Product Enhancement Request.

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    • Chamilla ✭✭

      01/09/20

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      Agreed. I'll submit the request. Thanks again, Paul.

      Chamilla

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    • Paul Newcome ✭✭✭✭✭✭

      01/09/20

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      Happy to help! 👍️

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    • Jason Wirl ✭✭

      05/08/20

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      @Paul Newcome

      Is it possible to use this syntax to get the data from a Sheet Summary field ON ANOTHER SHEET? I know you can reference another sheet's data in the sheet sheet itself, but I can't see a way to get Sheet Summary data.

      Jason

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    • Andrée Starå ✭✭✭✭✭✭

      05/08/20 edited 05/08/20

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      Hi @Jason Wirl,

      Unfortunately, it's not possible at the moment to collect information from another sheets Sheet Summary, but it's an excellentidea!

      Pleasesubmitan Enhancement Request when you have a moment

      You'll have to add the data from the Sheet Summary to somewhere else in the sheet.

      Would that work?

      I hope that helps!

      Be safe and have a fantastic weekend!

      Best,

      Andrée Starå

      Workflow Consultant / CEO @ WORK BOLD

      Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

      SMARTSHEET EXPERT CONSULTANT & PARTNER

      Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

      W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

      Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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    • Paul Newcome ✭✭✭✭✭✭

      05/08/20

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      No. It is currently not possible to access another sheet's Summary Fields through cell linking or cross sheet references.

      For something like this, I usually add a column to the sheet I want to reference, use a basic cell reference to pull the data from the Summary Field(s), then hide the column. This puts the data in the sheet so that I can access it via cross sheet references/cell links and keeps the sheet looking clean.

      Feel free to Submit a Product Enhancement Request when you have a moment in regards to accessing Sheet Summary Fields through cell linking/cross sheet references.

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    • Paul Newcome ✭✭✭✭✭✭

      05/08/20

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      @Andrée Starå Looks like we were typing at the same time yet again. Hahaha. I can't remember if it was you or maybe Mike or Luke that made a suggestion of having a "typing" indicator when someone else is working on a comment.

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    • Andrée Starå ✭✭✭✭✭✭

      05/08/20

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      @Paul Newcome

      Haha! Yes, I've suggested that.

      SMARTSHEET EXPERT CONSULTANT & PARTNER

      Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

      W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

      Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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    • Jason Wirl ✭✭

      05/08/20

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      @Paul Newcome @Andrée Starå

      Thanks fellas. Appreciate the suggestions, especially work-arounds 😉. I'm a big believer in them.

      Cheers,

      Jason

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    • Paul Newcome ✭✭✭✭✭✭

      05/08/20

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      @Jason Wirl Happy to help! 👍️

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    • Andrée Starå ✭✭✭✭✭✭

      05/08/20

      Options

      @Jason Wirl

      You're more than welcome!

      Workarounds, make the world go round!

      SMARTSHEET EXPERT CONSULTANT & PARTNER

      Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

      W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

      Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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    • Jake Gustafson ✭✭✭✭✭✭

      05/18/21

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      Has there been any changes in the ability to reference Sheet Summary fields in another sheet?

      My use case is this. I have various sheets that I have a Summary Field with the total number of records. I want to make sure all my sheets have that number of records as I'm using different sheets to roll up various metrics. Some of the inputs have occasional new values that I want to make sure I'm accounting for. Until the Dashboards support Grouped Reports, I need a cleaner way to represent my summary/trend data. Was hoping to reference 6 sheets worth of Summary fields then add some formulas to indicate if there are any mismatches, then I could setup an automation to alert me of the mismatch and go address it accordingly.

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    • Andrée Starå ✭✭✭✭✭✭

      05/18/21

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      Hi @Jake Gustafson

      I hope you're well and safe!

      No, not really. There are workarounds, but the good news is that the Grouping / Summarize support is released for dashboards now.

      Would that work/help?

      I hope that helps!

      Be safe and have a fantastic day!

      Best,

      Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

      Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

      SMARTSHEET EXPERT CONSULTANT & PARTNER

      Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

      W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

      Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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    «12»

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    Reference Sheet Summary fields in formula in sheet (2024)

    FAQs

    Reference Sheet Summary fields in formula in sheet? ›

    To reference a Sheet Summary field, you enter the field name using the same rules as regular column labels (square brackets for spaces, numbers, etc) and use # in place of the row number. Unfortunately as of right now the only way to get multiple contact in a cell as actual contacts is to manually enter them.

    How do you reference a sheet summary in a formula? ›

    Sheet summary formula references
    When you referenceUse this syntaxExample formula
    reference Cells in the sheetUse this syntax [Column name]<row number>Example formula =SUM(Expenses1:Expenses3)
    reference Cells from another sheetUse this syntax {cross-sheet reference name}Example formula =COUNT({Warehouse B Inventory})
    1 more row

    How do you reference a field in smartsheet formula? ›

    In the new formula, add braces { }, then type or paste the reference name in them. References are unique to the sheet on which they were created. You must create new references for each sheet. Cells containing cross-sheet formulas don't trigger actions that change the sheet automatically.

    How do I reference another sheet in a formula in sheets? ›

    Get data from other sheets in your spreadsheet

    Type = followed by the sheet name, an exclamation point, and the cell being copied. For example, =Sheet1! A1 or ='Sheet number two'! B4 .

    How do you reference sheet summary in smartsheet automation? ›

    So you can't go DIRECTLY from Sheet Summary to the automation, since it is based on row specific data. So you'll have to use the =[Sheet Summary Field]# to populate a cell (you can make it a column formula then, so that it'd be available to all rows), THEN you can reference that field in the automation.

    How do you reference a sheet in a formula? ›

    1. Click the cell in which you want to enter the formula.
    2. In the formula bar. , type = (equal sign) and the formula you want to use.
    3. Click the tab for the worksheet to be referenced.
    4. Select the cell or range of cells to be referenced.

    How do I link a summary sheet in Excel? ›

    How to link spreadsheets in Excel
    1. Open the source and the destination spreadsheets.
    2. Click on the cell you wish to link the source to and type "=" in your destination.
    3. Navigate to the spreadsheet you wish to use as the source.
    4. Click on the cell you wish to link to the destination and press enter.
    Jul 5, 2023

    Can you reference a report in a formula in smartsheet? ›

    This can't be done. Reports are just "views" and you can't use their values in a formula. Instead, you'll need to reference the data in the underlying sheet.

    How do you create a cell reference in a formula? ›

    Use cell references in a formula
    1. Click the cell in which you want to enter the formula.
    2. In the formula bar. , type = (equal sign).
    3. Do one of the following, select the cell that contains the value you want or type its cell reference. ...
    4. Press Enter.

    How do you reference custom metadata in formula field? ›

    Reference a Custom Metadata Type Field in a Formula
    1. From Setup, go to the Object Manager tab, then click Account.
    2. Click Fields & Relationships, then click New.
    3. Select Formula, then click Next.
    4. For the Field Label, type Amount Until Next Tier .
    5. For the Formula Return Type, select Currency.

    How do I dynamically reference a sheet in Google Sheets? ›

    Follow the steps below to set up dynamic cell reference in Google Sheets using the 'INDIRECT' function.
    1. Select the Cell to Dynamically Reference. ...
    2. Designate a Cell for Dynamic Reference Input. ...
    3. Implement the INDIRECT Function for Dynamic Referencing. ...
    4. Verify Dynamic Referencing by Changing the Reference.

    How do you reference multiple sheets in a formula? ›

    Click the tab for the first worksheet that you want to reference. Hold down the Shift key then click the tab for the last worksheet that you want to reference. Select the cell or range of cells that you want to reference. Complete the formula, and then press Enter.

    How do I link one sheet to another sheet in Google Sheets? ›

    Use the formula =IMPORTRANGE(“sheet URL or key”, “sheet name! cell range”) to select the cells you wish to link to. In this example, the URL would be followed by “Sales 2020! C2:C19″.

    How do I add a formula to a summary sheet in Smartsheet? ›

    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.

    What is a Smartsheet sheet summary report? ›

    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.

    What is a data summary sheet? ›

    Data summaries use descriptive (summary) statistics to present collected research data in a logical, meaningful, and efficient way. In most cases, data summaries do not make inferences about the data and its ability to prove or disprove a research question.

    What is the formula for the summary page in Excel? ›

    SUM() Function in a Excel Summary Page

    So, knowing how to create a summary page in Excel would go hand in hand with the SUM function. So if I was to type in =SUM(A2:A16) the SUM function would add up all the numbers in cells A2 through to cell A16.

    How do you add a summary formula in Excel? ›

    Type =SUM in a cell, followed by an opening parenthesis (. To enter the first formula range, which is called an argument (a piece of data the formula needs to run), type A2:A4 (or select cell A2 and drag through cell A6). Type a comma (,) to separate the first argument from the next.

    How do I add a formula to a summary sheet in smartsheet? ›

    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.

    How do I show data summary in Excel? ›

    To quickly see how numbers in selected cells add up, take a look at the status bar below your spreadsheet. When you select two or more cells that have numeric data, Excel for the web automatically summarizes that data and shows the average, count, and sum on the status bar.

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