Forum Discussion
Copy Filtered data to summary file
Hi Team, i am working on one pager template which will be used for summary review with management
Issue here is i cannot use formulas to populate the details in summary file since end users might get confused when they see formulas.
request you to help with the solution which i can depend on. i have attached summary data which might give you an idea
appreciate your help on this..
Below is the raw data:
| Rw no | Trade | Supplier | Status | Milestone | 2020 spend | 2021 spend | 2022 Spend | Indirect Spend |
| 1 | Furniture | Phillina Ober | engaged | Customers | 10 | 50 | 60 | 10 |
| 2 | Chair | Mick Brown | Under review | Pipeline customers | 100 | 600 | 400 | 50 |
| 3 | Sofa | Maria Etezadi | Awarded | Suppliers | 600 | 700 | 500 | 60 |
| 4 | Table | Maria Etezadi | Under review | Suppliers | 500 | 300 | 500 | 80 |
| 5 | Glass table | Jack O'Briant | Awarded | Customers | 800 | 600 | 900 | 100 |
Spoiler
Spoiler
i am unable to upload the summary view prototype, however i believe the above question makes sense and we have a solution for this.
Thank you!
Dhruva
Thank you!
Dhruva
1 Reply
- Would you care to clarify?
Your final "Spoiler" says you have a solution "for this" -- whatever "this" is -- but it's also unclear, from the very beginning, what the relationship is between the "users" who might be confused by the presence of formulas, and the management to whom the presentation of summary data is to be made. Are the users the same as management? Are they that easily confused?
And IF that data you showed is itself an example of the summary, then it would also be helpful to see what the raw data looks like.
