汇总表/报告/卡/ ?

杰夫•克莱恩
编辑03/13/23 公式和函数

我都不知道该怎么说。我曾经尝试过用不同的视图来总结一些数据,但是由于格式的限制,我无法得到任何有用的东西。

我有一张记录评估的主表格。在这个总结中,我想展示一小部分数据。我有想在摘要中使用的列:到期日期、审查员、到期月份和到期月份名称。我想要的是一个超级紧凑的总结,每个月都显示如何

每个考官都要做很多评估。

在Access中,我可以创建一个小矩形——月份的名字在顶部,每个审查员的名字在左边,右边是一个代表评估次数的数字。使用小字体,我可以在一个窗口中显示12个月的内容。

我尝试过在报告中创建摘要。使用不同的视图,不同的分组和不同的排序。但通常有160多个考试要跟踪和6-8个考官。

我试着把数据折叠起来,但是我弄丢了审查员的名字。

我想要的是能够快速浏览一下数据,希望用最少的滚动,看看每个考官分配给他们的总任务和按月分配的任务。然后,我想将此(在仪表板中)显示在相同数据的网格视图旁边,这样我就可以分配未分配的案例。

以下是月度总结显示的访问情况。左栏为审查员姓名:

sample.png

任何帮助都会很感激。

最佳答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    编辑03/13/23 ✓回答

    @Jeff克莱恩

    我个人会使用单独的床单为此(可能称为“度量表”),然后使用交叉表公式来收集所需的数字。

    例如,您可以让第一列列出考官的名字,之后的每一列都与一个月相关联。然后你可以用一个交叉图条件统计公式要查找每月的计数,如下所示:

    =条件统计({审查员列},(电子邮件保护),{月份名称列},"三月")

    看到的:创建交叉表引用以处理另一个表中的数据

    截图2023-03-13 at 09.10.40.png

    这假定您的“月到期名称”列已经拼出了名称。如果您需要帮助定义月份标准,可以查看如何在Smartsheet中设置源表的屏幕截图,但请屏蔽敏感数据。

    然后,您可以将其添加到仪表板中——作为Metric Widgets或作为Web Content小部件中的发布版本,甚至在报表中。你如何展示它取决于你!

    欢呼,

    吉纳维芙

答案

帮助文章参考资料欧宝体育app官方888

想要直接在智能表中练习使用公式吗?

请查看公式手册模板!
@Pamela Wagner<\/a> There's nothing in core Smartsheet. <\/p>

If you have a unique ID (like ticket number) that is in both sheets, you could use DataMesh if you have access to that or cross sheet formulas to pull in the data you want based on the matching unique ID.<\/p>

Otherwise, you'd have to use an Add-on. If you are interested in hearing about an add-on that can do this, send me a message at https:\/\/smartsheetguru.com\/contact<\/a><\/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":106845,"type":"question","name":"Count function","excerpt":"Hi I need help with a formula. I have a column that I want to count but only based on a values in a different column. I have tried the following formula but it's not working and I can't figure out what I am doing wrong. =countif([Test Script #]:[Test Script #], [Pass ?]:[Pass ?], <> \"N\/A\") The Test Script # column is the…","categoryID":322,"dateInserted":"2023-06-23T17:50:06+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":127983,"lastUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":48,"score":null,"hot":3375096049,"url":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106845,"commentID":382093,"name":"Re: Count function","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382093#Comment_382093","dateInserted":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+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":"2023-06-23T19:30:46+00:00","dateAnswered":"2023-06-23T19:28:59+00:00","acceptedAnswers":[{"commentID":382092,"body":"

@Carol-Anne Cerbone<\/a> <\/p>

How about this?<\/p>

=COUNT([Test Script #]:[Test Script #]) - COUNTIF([Pass?]:[Pass?], =\"N\/A\")<\/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":106844,"type":"question","name":"Avg number of selections per condition","excerpt":"Hi there, I need some help. I'm trying to calculate the avg number of issues per condition in our master tracker. The issues are in a multi-value cell {Rev Rec Master Tracker Range 1} while the condition is a single-value cell in {Rev Rec Master Tracker Range 2} with values either as \"Backlog\" or \"Net New\". I'd like to…","categoryID":322,"dateInserted":"2023-06-23T17:36:11+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162710,"lastUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":37,"score":null,"hot":3375089541,"url":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106844,"commentID":382062,"name":"Re: Avg number of selections per condition","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382062#Comment_382062","dateInserted":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+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":"2023-06-23T18:35:49+00:00","dateAnswered":"2023-06-23T18:26:57+00:00","acceptedAnswers":[{"commentID":382060,"body":"

So for \"Backlog\" you would want it to count 3 Action Plan Notes and then divide by 2 \"Backlog\" entries? If so, try this:<\/p>

=COUNTM(COLLECT({Action Plan Notes}, {RR Type}, @cell = \"Backlog\")) \/ COUNTIFS({RR Type}, @cell = \"Backlog\")<\/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"}]}],"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":[]}">

公式和函数趋势