Creating Dashboard using multiple Team

Raghav

Hello Team,

I need to create a Dashboard for Monthly Financial actuals v/s forecast for around 4 project using the Master sheet and i need Bar or any chat with the above metrics.

Example - Client should be able to see the Chat with Monthly Financial status for all the projects like A,B,C,D projects.

Let me know if we can create Dashboard for the above requirement

Genevieve P.

Hi @Raghav

If you have a Report that brings together your 4 sheets, you can use the Report as the source for your Chart.

You can Group the Report by the Project and then Summarize the Actuals and the Forecast columns if you're looking for total numbers instead of line-by-line numbers. Here's a free webinar that goes through this: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve