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Progress Report Chart

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Ga
Ga
edited 12/09/19 in Archived 2017 Posts

Hi

I have a table which indicates number of tasks of different sheets for each person under status Green Yellow for completed and pending tasks. I would like to have a graph on the progress of each person on over a period of time. At the moment, I have to copy paste at the end of each day, no of tasks competed versus pending of each person and then update a graph in Excel to see the progress of % of tasks competed versus pending. Is there a way smartsheet can give me how many steps were completed by each person in different sheets at the end of each day on daily basis.   

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  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭
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    Hi GA

    Yes you can. You will need to insert Data triggers into each sheet that you will then be able to Query in a Report that summarises all this activity. Ideally each sheet will summarise the activity within it (count nos) so those Dashboard summaries can appear in your Summary Report. It is a fairly classic use of Smartsheet in Workflows. 

    Then go to Smartsheet labs and create a graph from your report. 

    Careful design is needed at each step but the simple answer is YES you can. 

    Hope that inspires you to make it happen?

    RichardR

     

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