Creating a metrics sheet based off a project intake form
Hello, I'm looking to set up a separate tracking sheet that captures ongoing counts based on our project intake form.
I'm hoping to capture:
# of requests created by Department (uses a dropdown on the main intake sheet)
# of requests per Program (uses a dropdown on the main intake sheet)
# of requests by Type (uses a dropdown on the main intake sheet)
# of requests that are Sponsored (Uses a multiple choice dropdown, but just need to include if it isn't blank)
Hoping to capture with a sortable date range.
Is this possible?
Answers
-
Creating reports from the intake sheet would be the most efficient way to get that realtime data. Group by "criteria " and summarize by Count. Otherwise you will just be doing a bunch of countif formulas on the metric sheet for the same info.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.7K Get Help
- 406 Global Discussions
- 218 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!