How can I pull through the latest entry in a sheet to my dashboard?

I have a Project Health sheet with various dropdown columns that our project managers select from to indicate the RAG status of the current project health (Budget Health, Scope Health, Schedule Health, etc). There is also a free-text column to write a Project Status Update.

The project managers fill these out each week, and each row entry is auto-populated with the date and time, using the Date Created column.

How can I have each health column pull through (separately) to my dashboard, and also the free-text column, to display the latest update each week on the dashboard?

I've attached a screenshot so you can see where each data item should be pulling through to.

Best Answer

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    Answer ✓

    @Katrine,

    Instead of pointing your metric widget to a cell within your grid, I would use a Sheet Summary field to capture the Health and Update from the latest entry in the grid and point your dashboard metric widget to the Sheet Summary field instead. That way no matter how many rows are added, your dashboard will always display the info from the most recent row added. Consider using a Created Date auto column on your grid (you can hide it) for the Sheet Summary field to examine to determine the most recent entry. That way in case rows get reorganized, you'll still always be capturing the data from the latest entry.

    BRgds,
    -Ray

Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    Answer ✓

    @Katrine,

    Instead of pointing your metric widget to a cell within your grid, I would use a Sheet Summary field to capture the Health and Update from the latest entry in the grid and point your dashboard metric widget to the Sheet Summary field instead. That way no matter how many rows are added, your dashboard will always display the info from the most recent row added. Consider using a Created Date auto column on your grid (you can hide it) for the Sheet Summary field to examine to determine the most recent entry. That way in case rows get reorganized, you'll still always be capturing the data from the latest entry.

    BRgds,
    -Ray

  • That's fantastic, I hadn't learned about sheet summaries yet but spent some time deep-diving into them and it's worked perfectly - thank you!

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    @Katrine,

    No problem, happy to help. If you don't mind kindly marking my response as the answer. That will help others find answers when they're searching.

    All the best,
    -Ray