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.

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