Using the Sheet Summary in Smartsheet

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.

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!