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Calculate key project metrics with sheet summary formulas | Smartsheet Learning Center
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data-highlight-on-scroll="1" data-highlight-offset="100" data-sticky="0" data-sticky-offset="0" data-toc-container="" data-ajax-page-updates="0" data-observable-selector=""> <nav role="navigation" aria-labelledby="toc-js-block__title"> <div id="toc-js-block__title" class="toc-title h2">In this article:</div> </nav> </div> </div> </div> </div> </aside> <main class="light"> <a id="main-content" tabindex="-1"></a> <div class="region region-content"> <div data-drupal-messages-fallback class="hidden"></div> <div id="block-alexandria-page-title" class="block block-core block-page-title-block"> <h1 class="page-title"><span class="field field--name-title field--type-string field--label-hidden">Calculate key project metrics with sheet summary formulas </span> </h1> </div> <div id="block-alexandria-content" class="block block-system block-system-main-block"> <article data-history-node-id="2479976" class="node node--type-help-article node--view-mode-full"> <div class="help-article-top"> <div class="article-headline"> <div class="article-subhead"> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__items"> <div class="field__item"><p><span>Automatically calculate budget summaries, aggregate project status and project health, and more by placing formulas in sheet summary fields. </span></p></div> </div> </div> </div> <div class="plans-permissions"> <div class="plans-permissions--header"> <p class="size-5">Who can use this?</p> </div> <div class="plans-permissions--body legacy"> <div class="plans-permissions--body-field plans"> <svg class="icon" aria-hidden="true" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <circle cx="8" cy="8.5" r="7.45" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> <path d="M7.31812 7.13647H7.99993V12.2501" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> <path d="M8.00105 4.75C7.93587 4.75 7.88326 4.80262 7.88404 4.8678C7.88404 4.93298 7.93666 4.9856 8.00184 4.9856C8.06701 4.9856 8.11963 4.93298 8.11963 4.8678C8.11963 4.80262 8.06701 4.75 8.00105 4.75" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> </svg> <div class="details"> <p class="fine-print">Plans:</p> <ul> <li>Smartsheet</li> <li>Business</li> <li>Enterprise</li> </ul> </div> </div> <div class="plans-permissions--body-field permissions"> <svg class="icon" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <circle cx="8" cy="8.5" r="7.45" stroke="var(--linkColor)" stroke-width="1.1" stroke-linecap="round" stroke-linejoin="round"/> <path d="M3.50659 14.2935C3.83326 13.0135 4.66659 11.9068 5.82659 11.3068C7.21021 10.5773 8.82883 10.5899 10.2133 11.3068C11.3733 11.9068 12.2066 13.0135 12.5333 14.2935" stroke="var(--linkColor)" stroke-width="1.1" stroke-miterlimit="10"/> <path d="M8.16667 4.5C6.96915 4.5 6 5.46915 6 6.66667C6 7.86418 6.96915 8.83333 8.16667 8.83333C9.36418 8.83333 10.3333 7.86418 10.3333 6.66667C10.3333 5.46915 9.36418 4.5 8.16667 4.5Z" stroke="var(--linkColor)" stroke-width="1.1" stroke-miterlimit="10"/> </svg> <div class="details"> <p class="fine-print">Permissions:</p> <ul><li>Owner</li><li>Admin</li><li>Editor</li></ul> <p class="disclaimer">Find out if this capability is included in <a href="/regions-capability-differences">Smartsheet Regions</a> or <a href="/articles/2480681">Smartsheet Gov</a>.</p> </div> </div> </div> </div> </div> <div class="node__content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__items"> <div class="field__item"><p dir="ltr"><span>You can use sheet summary to move critical metrics and summarize data from the sheet, allowing filtering and sorting in one place for easy access. Learn how to create a sheet summary in </span><a href="/articles/2476786-define-your-work-with-sheet-summary"><span>Define your work with sheet summary</span></a><span>.</span></p><h3>Create a sheet summary formula</h3><p>In your sheet summary: <strong>Type the equals sign (=)</strong> and the <strong>desired function</strong> in a sheet summary field. (Note that you can’t enter formulas in checkbox fields.)</p><ul><li>Use the table below for examples of referencing other sheet summary fields in your sheet summary formulas.</li><li>To see a complete list of functions, see <a href="/functions">functions</a>.</li></ul><article class="media media--type-brandfolder-all-media media--view-mode-default"> <div class="field field--name-bf-image field--type-image field--label-visually_hidden field__items"> <div class="field__label visually-hidden">Brandfolder Image</div> <div class="field__item"> <img loading="lazy" src="https://cdn.bfldr.com/NB5M6M91/at/czk5kqkrggj5nxj9k9rgjssx/Sheet_Summary_Formula_example.jpg" width="499" height="431" alt="Sheet summary formula example"> </div> </div> </article> <h3>Sheet summary formula references</h3><p>Use this table to reference other fields as you build sheet summary formulas.</p><table class="inline-width tablesaw tablesaw-stack" border="1" cellpadding="1" cellspacing="1" data-tablesaw-mode="stack" data-tablesaw-minimap><thead><tr><th scope="col" role="columnheader" data-tablesaw-priority="persist">When you reference</th><th scope="col" role="columnheader">Use this syntax</th><th scope="col" role="columnheader">Example formula</th></tr></thead><tbody><tr><td>Other summary fields (same sheet)</td><td>[Field name]#</td><td>=SUM([Budget 2024]#, [Budget 2025]#)</td></tr><tr><td>Cells in the sheet</td><td>[Column name]<row number></td><td>=SUM(Expenses1:Expenses3)</td></tr><tr><td>Cells from another sheet</td><td>{cross-sheet reference name}</td><td>=COUNT({Warehouse B Inventory})</td></tr></tbody></table><p class="note">Sheet summary field references ([Field Name]#) for formulas can be used both within Sheet Summary Fields and Sheet Cells. For more information, see <a href="/learning-track/get-started/formula-basics">Formula basics</a>.</p><p> </p></div> </div> </div> </article> </div> </div> </main> <aside class="secondary" role="complementary"> <div class="region region-secondary"> <div class="views-element-container block block-views block-views-blockrelated-content-block-block-1" id="block-views-block-related-content-block-block-1"> <h2>Related Content</h2> <div><div class="view view-related-content-block view-id-related_content_block view-display-id-block_1 js-view-dom-id-b96e70806c3a718cb9b55265ffea6a8d9d14f5f142c8f39470c03ec97b49ff1f"> <div class="view-content"> <div class="item-list"> <ul> <li><div class="views-field views-field-field-related-content"><div class="field-content"> <a href="/articles/2476786-define-your-work-with-sheet-summary" rel="bookmark" data-history-node-id="2476786"> <span class="field field--name-title field--type-string field--label-hidden">Define your work with sheet summary</span> </a></div></div></li> <li><div class="views-field views-field-field-related-content"><div class="field-content"> <a href="/articles/2479971-provide-context-to-symbols-with-a-sheet-summary-legend" rel="bookmark" data-history-node-id="2479971"> <span class="field field--name-title field--type-string field--label-hidden">Provide context to symbols with a sheet summary legend</span> </a></div></div></li> <li><div class="views-field views-field-field-related-content"><div class="field-content"> <a href="/articles/2479966-batch-copy-to-standardize-sheet-summaries-across-sheets" rel="bookmark" data-history-node-id="2479966"> <span class="field field--name-title field--type-string field--label-hidden">Standardize sheet summaries across sheets</span> </a></div></div></li> </ul> </div> </div> </div> </div> </div> <div id="block-community-offramps" class="block block-block-content block-block-contentfdc1ea2b-27dd-4ce3-9b58-b64596843c97"> <h2>Community</h2> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__items"> <div class="field__item"><ul><li><a href="https://community.smartsheet.com/categories/get-help">Get help from fellow users</a></li><li><a href="https://community.smartsheet.com/categories/ideas-%26-feature-requests">Share your feature requests</a></li><li><a href="https://community.smartsheet.com/categories/industry-talk">Connect with industry peers</a></li></ul></div> </div> </div> <div id="block-flagblock" class="block block-flag-block"> <div id="helpful-vote-wrapper-2479976" class="helpful-vote-wrapper"><div class="js-form-item form-item js-form-type-item form-type-item js-form-item- form-item- form-no-label"> Was this article helpful? </div> <a href="/helpful/2479976/yes?ajax=nojs&token=3k3oJ6Igc5wTbQToAD1h_tPmt-gf7kVA_ozm6qivH2s" class="use-ajax helpful" rel="nofollow" role="button">Yes</a><a href="/helpful/2479976/no?ajax=nojs&token=l2YDhU7UIerYfLfwalthwoMYHmB-BKCiaoy3GSxMVC8" class="use-ajax not-helpful" rel="nofollow" role="button">No</a></div> </div> </div> </aside> <section class="content-footer"> </section> </div> <footer id="global-footer" class="footer transparent" role="contentinfo"> <img src="https://help.smartsheet.com/sites/default/files/2020-05/smartsheet-logo-horizontal.svg" alt="Smartsheet Logo" class="footer-logo"> <nav role="navigation" aria-label="Help & Learning footer " id="block-lcfooterv2" class="block block-menu navigation menu--lc-footer-v2"> <h2 class="visually-hidden" id="block-lcfooterv2-menu">LC Footer V2</h2> <ul class="menu"> <li class="menu-item" data-menu="nav"> <a href="https://www.smartsheet.com/legal">Terms of Use</a> </li> <li class="menu-item" data-menu="nav"> <a href="https://www.smartsheet.com/legal/privacy">Privacy</a> </li> <li class="menu-item" data-menu="nav"> <a href="/contact" data-drupal-link-system-path="node/2481907">Contact Support</a> </li> </ul> </nav> <div class="footer_app-downloads"> <div id="block-lcfootercopyright" class="block block-block-content block-block-content3506618c-faa8-497d-b829-31548f958df6"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__items"> <div class="field__item"><div class="app-buttons"> <a class="ios-footer" href="https://itunes.apple.com/app/smartsheet/id568421135">Apple iOS</a> <a class="android-footer" href="https://play.google.com/store/apps/details?id=com.smartsheet.android&hl=en">Google Android</a> </div> </div> </div> </div> </div> <p class="copyright">©2025. 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