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 ✓

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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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    • 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

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      @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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