Dashboard to show previous week information

Options

I have created a form where people enter information on a form, then I have set the sheet up as below (blacked out information are just names):

Here's what I want to do.

I want to pull out the area, Executive Director, and week information for each of the metrics shown: total minutes of huddle, functional areas present, physician present, nursing present, and case management present and add information to a dashboard for the previous week.

Example: I want to be able to say that last week (week 11) A8 had one submission where physician and case management were not present. B6 had one submission where the huddle was 20 minutes (which exceeds our 15 minute limit)

I hope this makes sense, but please let me know if you have follow up questions or suggestions!

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Options

    Hey @tmichelle068

    This sounds like a great use-case for a Row Report! You can set the filter to be a rolling date range based on your Date column, or use one of your helper columns to filter.

    Then you can Group by the Area column and use Summary to count how many rows came in that week. You can display a Grouped report on your Dashboard using the Report Widget.

    Let me know if that will work for you!

    Cheers,

    Genevieve

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!