Reports vs. Sheet (reporting / dashboards)

Susan Swisher

I am struggling because I have a very large SHEET that has many many data points that I have created a REPORT to create a BUDGET summary and projects for Quarterly Portfolio review(s); however, NOW I have to create a REPORT from this REPORT so I can create WIDGETS / Charts on a Dashboard; however, I know it isn't a thing or is a THING?

Others in my team have created a separate SHEET and "linked" data and each time they add new entries on the 1st SHEET they have to LINK the many fields again and again. I don't want to do that. I need to be able to use the (slimmed down) REPORT to REPORT on.

HELP! 😕

Paul Newcome

You would have to create the same report and then set the filters to be even more strict on what pulls through. Metrics widgets would have to have a separate sheet that uses formulas with cross sheet references to pull in your counts/etc..

Paul Newcome

You would have to create the same report and then set the filters to be even more strict on what pulls through. Metrics widgets would have to have a separate sheet that uses formulas with cross sheet references to pull in your counts/etc..

Susan Swisher

@Paul Newcome I was afraid of that answer; I think I knew the answer, already. My report does exactly what I need it to do; however, linking from this large sheet (with many columns) isn't a great "best practice" and not sure if I can create an automation or something to help facilitate shortcuts.

😔