Count multiple criteria across many sheets.

Nathan1529

Hello all,

I could use some guidance on next steps for a project I’m working on.

I have a template sheet that will be used for each individual project. Within each sheet, I’m tracking metrics such as status, assigned individual, deliverable types, and audience. What I’d like to do is count these metrics across all projects (all sheets built from the same template).

For example:

How many projects did John (Assigned To) complete (Status) last month (Date)?

How many deliverables of a certain type were assigned to one person or a whole team?

Essentially, I need a way to roll up these details across multiple sheets for both individual and team-level reporting.

I’m hitting a roadblock and not sure which approach to take. Has anyone solved a similar challenge? What worked best for you?

Thanks in advance for any insights!

Paul Newcome

I would suggest a separate metrics sheet for each of your project sheets. THe metrics sheet would have each of the various data points that you want rolled up on separate rows. Then you would create a row report that pulls in all of these metrics sheets and filtered to show whichever metrics(s) you are wanting to highlight in that report. You can then group and use the report summarizing feature to get your totals / averages.