Setup/Formula Advice
I am seeking a way to manage changes for the following situation:
A project stakeholder register template leverages Vlookup to a master Employee Roster to facilitate completion of the register (e.g., employee title, Dept. etc.)
When the template is used, automation is setup so that when "Copy to Stakeholder Rollup" is checked. The rows on the Stakeholder register rollup to a master sheet.
Several reports and data points are created from this master rollup that are shared via a dashboard.
The challenge now is when changes are made to individual Project Stakeholder Registers (sheets) the changes do not transfer to the Master rollup.
Besides setting a notification in the Stakeholder Register, to get a notification when a change is made and then I manually need to go to the master roll-up to make changes. Is there a more automated option?
Thank you,
Becky
Answers
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Your report(s) can reference each of the individual sheets instead.
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Paul -
I do not understand your answer.
There many sheets that I do not own that rollup to a master. All the metrics come from the rollup.
It would be impossible for me to connect reports to individual sheets.
Other suggestions or if it is not possible at this time, so it is.
Thanks,
Becky
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You can create a report that references the individual sheets that would act as your "Master".
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