Sheet setup for scalable data

CWibben
CWibben ✭✭✭
edited 03/06/24 in Smartsheet Basics

Looking for a best practice to set up a scalable (target vs. actual, month-over-month) sheet - There are 15 specific varying metrics (e.g. numbers, $, %) collected monthly by different people. Each metric will require both actuals for the prior month and a target for the next month. I would like to show both monthly metrics and trends over time. Any suggestions on the best way to set up the sheet(s) so that I can easily create reports & show in a dashboard?

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You could set up a second sheet with a copy row automation on the first to copy rows to the second on a recurring basis. This will give you those static metrics for historical data that can be used for trending and whatnot.

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  • CWibben
    CWibben ✭✭✭
    edited 03/06/24

    Thanks Paul. I though about that, but how would that be different than creating reports from just the first sheet, besides keeping the first sheet clean (e.g. w/out prior data)? I also thought about creating a different sheet for each metric, but that would be a lot of sheets.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    The reports will not capture historical data which means you won't be able to show trends.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • CWibben
    CWibben ✭✭✭

    Can you suggest how I would make that work? I have an intake form for the data, it populates into the intake sheet, then automatically moves to the bottom of a different "summary" sheet. Would it be best if there was a unique summary sheet for each metric or ? Trying to figure out how I can best capture month over month data.