Tracking % Changes Over Time

scristol

I have a master sheet (linked to many other, scope-specific QC sheets) that calculates % completion per task.

Each row is for a different task, and each task has their own amount of steps. This information is all linked & calculated from the scope-specific sheets. Column 1 shows "# of steps completed to date", column 2 shows "Total Steps", and column 3 calculates "% completion" from columns 1 and 2.  

I would like to track (and graph) the % completed over time, preferably by week. This would require tracking the changes in column 3 on a weekly basis. From what I can tell, I would need to add another sheet to track this & graph from. 

Does anyone know of an automated way I can export that column & have it added as a "new column" on a new sheet? It seems that Zapier only works with row-based triggers.  

Andrée Starå

Hi,

Interesting!

It might be possible to structure something with Zapier or the Smartsheet API.

A possible workaround could be to use cell linking and save the values from it every week in the other sheet.

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

You actually may already have almost everything you need in place.

 

When something is completed, is it marked with a date? If so, this could actually be a pretty straightforward setup for you.

Eric Wallace

Id like to do the same as requested. Have a project that I need to track the progress over time so I can see the trend and project the completion date based on daily changes in the tasks completed. If we could automate a daily workflow that could push that day's stats in the sheet summary to a new line in a new sheet or report we could build a sheet with one line of stats for each day and then graph that data.

Any idea if that is possible with current functionality?

Paul Newcome

@Eric Wallace You can use a copy row automation to to push the data to another sheet. Once it is copied to the new sheet, the data becomes static.

Andrée Starå

Hi @Eric Wallace

Wouldn’t it work with the Workflow to copy the row to another sheet instead?

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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