Automatically add dated rows to a sheet

We manually create metric summaries to report out monthly metrics to more easily chart monthly measure data. That summary sheet has a format like below and each row contains SUMIF formulas that aggregates data from other sheets:

Month_Ending (Date) : Metric1: Metric2: Metric3: Metric4

Currently, this process requires that we remember to keep going in every quarter or every year and add more rows or the process breaks.

I can manually populate these rows but would love an automation that prevents me from having to remember to go in and add new dated rows.

Has anyone come up with a way to automatically create new dated rows?

Answers

  • sharkasits
    sharkasits ✭✭✭✭✭
    edited 04/07/23

    @Diane Mooree I think this should work for you. If you create a helper sheet that has 1 row with two columns.

    Column A (Date): =TODAY()

    Column B (Checkbox): =IF(DAY([Column A]@row + 1) = 1, 1, 0)

    Set an automation to run daily that copies the row to your summary sheet if the box is checked.

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