Creating Personal Dashboards from Team Data
I'm in the process of trying to create personalized dashboards for each team member from data that is collected via forms they submit to track their daily work. The goal is to have a dashboard for each team member to access that only they and their manager would be able to view their numbers from the total submitted by the team. I'm also hoping we would be able to add in some additional details so they can see their numbers based on each quarter of work (i.e. January to March).
It's my understanding that to make these dashboards private, there would need to be some kind of metrics report created to pull those numbers from the master sheets. However, I've been having challenges with the formulas to count the total numbers for each column and not just the number of times they've submitted something within that column. SUMIFs formulas haven't been cooperating and COUNTIFs will only count the number of submissions (not the total numbers within each column/category). Would someone be able to provide some more insight on this please?
Answers
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Can you provide a few examples of the SUMIFS that you have tried but aren't working?
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The goal is to pull total numbers/task for each individual. Ideally, we would also be able to have it include a specific time range (i.e. January to March, then April to June).
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The SUMIFS is missing the very first piece which is the range to sum.
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In this case the range to sum we would want would be the ATAs sent, but only for a specific person. What would you recommend to use to have it determine this?
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Are you trying to add numbers in a column or are you trying to generate a count?
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It would be generating a count for each person per column. As an example: Adam completed X number of tasks from column 1, 2 & 3 while Jessica completed X number of tasks from column 1, 2, & 3.
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Oh. In that case you would use a COUNTIFS.
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