Dashboard Assistance

awojcik

Currently, I have a dashboard that reports on our Current and Completed jobs (two unique sheets). There's two fields I'm looking to add together and return the sum onto the dashboard to display our dynamic Currently Billed to Date number.

Datapoint 1 - exists in the Sheet Summary for the Current Projects sheet. This calculates what's been prebilled out of the total contract value.

Datapoint 2 - exists in the Sheet Summary for the Completed Projects sheet. This calculates what's 100% done and fully billed.

I'm having a problem because the data exists on different, unique Sheet Summary fields on two different sheets. I can see both of the numbers on a combined sheet summary report (calling both unique sheets) but is there a way to add them together on a sheet summary report as unique row headers or have the sum calculated another way to show it in a widget on my dashboard?

Any help would be appreciated.

Melissa Yamada

Hello @awojcik

I'd recommend creating a "Metrics Sheet" that will include all metrics you want to calculate on both sheets.

This will be the easier path as well as this will be helpful in case you want to add additional metrics referenced on both sheets in the future.

Melissa Yamada

Hello @awojcik

I'd recommend creating a "Metrics Sheet" that will include all metrics you want to calculate on both sheets.

This will be the easier path as well as this will be helpful in case you want to add additional metrics referenced on both sheets in the future.

awojcik

@Melissa Yamada

Thank you for the direction! Is the "Metrics Sheet" a template available in Smartsheet or something with specific logic that would pull from the Sheet Summary fields from the two different sheets? I haven't had luck in the past with Cell Linking, so I've stayed away from that for a few years.

awojcik

I was able to find it in the help section. Appreciate the assistance!

Melissa Yamada

Happy to help! 🙂