Project Dashboard Generator
I am trying to develop a dashboard generator so that I don't have to recreate every report I use in our dashboards each time we have a new project. I would like to be able to select the project number in one location and have all the reports reference that project number to pull data from their respective sources, then these reports would populate the project specific dashboard. Any thoughts on how to make that happen?
I currently have the data for our company structured so that there is a sheet for each type of data and that sheet contains that type of data for all project (not a sheet per project). For example, all issues are tracked in one sheet which can be filtered by project number; all submittals are tracked in another sheet which can be filtered by project.
Comments
-
Hi Ross,
Interesting, I have a few ideas, and I'd be happy to take a look.
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Ross,
How did it go? Did you get something set up?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.1K Get Help
- 414 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 141 Just for fun
- 58 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 299 Events
- 38 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!