Smartsheet Metric Sheets Historical Reporting Help!

GScottMiller

Hello!

I have a use case I need some help with. I have a user who needs to create some reporting which basically takes a 'snapshot' of data at a given time, and then uses that for historical reporting in the future (e.g. total number of employees for a given week, then tracking that over time) See Screenshot for example (Row 8)

I can easily pull the 'current' data. But I don't know how to capture this data at a given time and then pull that into the Last week, two weeks ago, etc columns. (see only This week is a formula right now)

I know I can probably copy that row to a helper sheet to capture it, then report back on the data via formulas. But that seems so complex, I feel like I must be missing an easier solution!

Looking forward to any help! Thanks!

Michelle Choate 2

There is always going to be a need for an in-between sheet, no matter which way you slice it. I would send an automation that captures that row every week. Then use an INDEX/COUNT formula to pull the data into the columns.

So in this example there is going to be MAIN SHEET (MS) and HISTORICAL DATA SHEET (HDS).

Last Week formula = INDEX({HDS This Week},COUNT({HDS Primary Column}))

Two Weeks Ago formula = INDEX({HDS This Week},COUNT({HDS Primary Column}) - 1)

Three Weeks Ago formula = INDEX({HDS This Week},COUNT({HDS Primary Column}) - 2)

Make sense?