Is it possible to set up a data shuttle from a sheet summary?

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Hello!

I have sheet summary formulas that collect various metrics on my data. The sheet / sheet summary is updated every time we attach a file to it (which is at least once every business day).

I would like to capture the sheet summary metrics at a specific time interval - maybe once per week - and add them to a new row on another sheet so I can keep track of the changing numbers through time.

I can see how this could work via a data shuttle from the sheet summary. But this doesn't look like a current functionality.

What other options do I have to make this happen?

Thank you!
Meredith

Answers

  • Kerry St. Thomas
    Kerry St. Thomas ✭✭✭✭✭
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    I don't see any way to use Shuttle with a Sheet Summary. Here's a workaround though - this won't need you to trigger Shuttle; you can do it with core suite. It's not necessary elegant, but it can get the job done:

    —CREATE a separate sheet. Have that sheet consist of one row, and make it essentially a KPI sheet that is a cross-sheet reference to your underlying sheet, that effectively does the same calculations as the Summary. This sheet SHOULD NOT include a column of type "Created Date".

    —CREATE your archive sheet. Have all columns on your KPI sheet above, and ALSO include a column of type "Created Date".

    —CREATE a COPY ROW automation on your KPI sheet. Change the trigger to "When a Date is Reached" and choose "Custom" to create your chosen cadence (weekly?) to COPY the row to your archive sheet.

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!