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Using the Sheet Summary in Smartsheet
Rating: 4.6 out of 5(21 ratings)
97 students

Using the Sheet Summary in Smartsheet

Optimize your use of Smartsheet with the Sheet Summary panel
Last updated 11/2021
English

What you'll learn

  • Overview of the Sheet Summary panel in Smartsheet
  • Add and manage Sheet Summary fields
  • Four ways and use cases for using Sheet Summary fields to optimize your use of Smartsheet
  • Bonus tips for using Sheet Summary fields

Course content

3 sections8 lectures34m total length
  • Meet your instructor0:35
  • Smartsheet Basics (optional lecture)16:12

    - Optional Lecture -

    Learn the basics of navigating Smartsheet. Recommended if you are not familiar with using Smartsheet.

  • Introduction to the Sheet Summary2:44

    Students will learn an overview of the Sheet Summary; and how to add and manage fields in the panel

Requirements

  • No Smartsheet experience needed. The course includes a lecture covering Smartsheet basics.

Description

You have probably used it to summarize data on your sheet or maybe you have not used (or heard) it at all. Either way, the Sheet Summary feature is a great way to further optimize how you use Smartsheet.

At the end of the course, you will learn four ways to use the Sheet Summary panel in Smartsheet with real-life scenarios. Here are the four use cases we will cover:

  • Use 1: Summarize Data on your sheets

  • Use 2: Create Shortcuts for easy navigation

  • Use 3: Build Formulas from fields

  • Use 4: Create Interactive Data for collaborators

You'll also learn additional tips to take your Sheet Summary use to the next level!

- Meet your instructor –

Rochelle is the Chief Consultant and CEO of Agilize Consulting based in Florida. She and her team work with clients around the world building solutions that amplify productivity in their organizations. Rochelle is also the Head Instructor at ImpressedBoss, an online knowledge base for Smartsheet training, resources, and templates.

Her courses are tailored around real-life applications and scenarios that prove more valuable than generic instructional courses.

By the end of Rochelle's courses, you will have the working knowledge of the topic at hand and a ready-to-use solution that can be quickly integrated into your organization.

Who this course is for:

  • Smartsheet users of all levels.