Need a Summary based on two fields

I apologize as I am asking alot of questions but I have a sheet and I need to create a summary total based on 2 fields.

We have a status field which we want only closed projects

We have a BU field that lists what Business Unit the project was for.

In our dashboard we want to only show the number of projects which we have closed for BU.

Is there a way to do this without creating another sheet and running a report?

Answers

  • NicoLHC
    NicoLHC ✭✭✭✭✭✭

    @MelanieJohn don’t worry we are here to help . yes you can use a metric sheet , a sheet where you summarize information from your worksheet then use a metric or chart referring to the metric sheet. If you have more questions I can offer you a free 30min call .

    If my comment helps you, I appreciate a 💡

    Kind regards

    Nico | LinkedIn

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  • Thank you! I was able to create my metric sheet and pull it into my dashboard. I appreciate the assistance.