Metric Sheet -Showing Trending

gwen.pino78261
gwen.pino78261 ✭✭✭✭
edited 12/09/19 in Formulas and Functions

I set up a metric sheet that with CountIfs formulas to show Monthly Stats.. I just realized that when I change the reporting period on my source sheet , I will lose the value counted in the previous reporting  period...

 

Is there a way to lock the data values in the previous reporting periods...

 

arggh

Comments

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You will need to duplicate the set then update the reporting period for only one of them.

     

    When I pull Monthly metrics, I generally establish a column for each month and then have my different stats going down them. I also include a cell where I can enter a specific year so that I can keep data from year to year.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • gwen.pino78261
    gwen.pino78261 ✭✭✭✭

    Thanks...I decided to remove the formula when I lock those numbers down and keep the formula live in the active month...

     

     

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!