Skip to content
Project Briefs Roll-Up

icon picker
Wrapping Up

Now that you have your main projects table, you can use formulas to roll up the values from each of the briefs into one, high-level overview! Here are some fun ways to roll up the information:

Reference Column:

In the “Weeks Needed” column, we captured how many weeks was needed to complete a project. We can display this in the main table using a Reference column, or using the following formula:
Screen Shot 2021-08-27 at 11.33.05 AM.png


To add a summary to your main table, for example, in the “Resources Needed” column:
First, on the table, add a “Summary” column that uses the Concatenate formula to concatenate the information you want in the summary:
Screen Shot 2021-08-27 at 11.38.29 AM.png
Next, on the main table, use the following formula to display that summary:
Screen Shot 2021-08-27 at 11.37.22 AM.png
That’s all! I hope that you found these instructions helpful.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
) instead.