Control Center Summary Roll Up

Emily S.

I am trying to create a roll up sheet that adds up my project information from each of my existing projects as well as when I create a new project. Right now I have waste tracking sheets in each project folder that are capturing data and a metadata sheet that sums up that data to show the totals for each year. What I am trying to do is get a total count of all projects per year on a single sheet so that I can create charts off of them. I do not want to do a report because of the limited widget capabilities when putting it on a dashboard.

Pictures:

• December seven - Waste Tracking: this captures the data that our teams input such as the amount of mixed debris waste generated in one month of 2023.
• December seven - project waste - Metadata: This sums all of the waste from the waste tracking sheet for one project

GOAL: make a third sheet that sums all of the data from all of the project waste - metadata sheets that does not require me to manually add it to a formula each time a new project is created.

Paul Newcome

Have you created a Summary Sheet through Control Center? Once you get that created, you can create a portfolio level metrics sheet that evaluates the Summary Sheet with formulas containing cross sheet references to entire columns which will ensure new projects are included in your metrics as they are added through Control Center.