Automatically populate a new row in a report that contains formula references to a master sheet

Hi, I am struggling to find a solution to something that should be straightforward, I think. I want to create a dashboard that plots (1) summary values from a master sheet extracted every 2 weeks. Alternatively, I thought I could plot these values from a helper sheet that contains the same formula with a cross-reference to the master sheet (countif formula). In this case, a new row would have to be added automatically every two weeks with the countif value being automatically calculated. Seems easy? Thanks for your help!

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Accepted answers

Paul Newcome

If you are already calculating these for somethign such as "past 2 weeks", you can use a copy row automation set to run every 2 weeks on the metrics sheet that is auto-calculating to push the count on a bi-weekly basis as static data as a new row on another sheet which in turn could be referenced by a row report which then populates your chart on your dashboard.

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SueinSpain

I actually have fields (helper fields) that calculate True or False for This Week, This Month, Last Month, Last 3 months etc.

You could do the same to calculate if the record is applicable for the last 2 weeks

=IF([Raised On]@row >= TODAY(-13), "True", "False")

Tip - I do have an automation that runs every day at 1am and records a date in a dummy field I have called Analysis Date as this keeps TODAY being current otherwise it only gets updates when the smartsheet is updated

You can then have a summary field on the smartsheet that counts if the This fortnight = "True"

=COUNTIF([This Week]:[This Week], ="True")

=SUMIFS(Value:Value, [This Week]:[This Week], ="True")

etc.

I then create a report as a summary report just to get all the summary fields accessible.

Then on the dashboard you can either make a chart from the summary report or you can use a metric widget to directly take the value from the summary field on the smartsheet.

Hopefully this makes sense and helps :)

AnnabelP

Hi Sue, thanks for the quick reply! I am afraid I am not entirely sure how this works. Maybe I was not explaining well. What I would need is visualize the trend of the total amber and total red alerts by plotting the actual values every two weeks. How would you suggest to proceed?

Paul Newcome

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