Using Smartsheet To Track Attendance

Hello!

I am working on a process to track attendance for our company. The process is:

  • Attendance occurrences are submitted via a Smartsheet Form, which flows into a "master" table that houses all of the instances as a new row each time it's submitted.
  • At day 365 automation moves the row to the "archive" as the occurrence is removed.

I'd like to have a "tracker" sheet which lists how many occurrences each employee has, without having to manually calculate this from the "master" sheet. What I would like is that as entries are made it flows to a second sheet that keeps a running total for each employee that was entered form the form. However, not sure which formula would be best to calculate this - or if there would be a better process. Any help would be greatly appreciated!

Answers

  • Michelle Choate 2
    Michelle Choate 2 Community Champion

    This is a super easy process! So you would keep a column of the employee names or contact info depending on what you are collecting, then a simple COUNTIF formula with a reference to the names entered on the Master Attendance Sheet.

    It would look like this =COUNTIF({Master Attendance | Employee Name}, [Employee Name}@row

    Then make that a column formula and it will calculate for every single person you have. You can always add people or remove people. I do this with our attendance every day. If you want to see how I set it up for our factory, feel free to throw some time on my calendar below.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

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