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Automate Value Recording

Harsh Parikh
Harsh Parikh ✭✭✭
edited 12/09/19 in Archived 2016 Posts


I am trying to setup a PMO dashboard where I am putting Total Portfolio Value graph.

I have to update the graph fortnightly to record current value.


Is there anyway to automate this function so that everytime I dont have to manually enter value.


  • Brett Evans
    Brett Evans ✭✭✭✭✭✭



    It's definitely possible, but you have to describe your individual project sheets and your dashboard specs to help us help you.  Is your dashboard another smartsheet, a Sight or a report, what coumns are you usnig etc., etc.




  • Thank you for your reply.

    I have a Portfolio Planning sheet in Smartsheet where I store all projects data.

    I have a column in this sheet which counts total Portfolio Value. This column value will change everytime when any change is made in the sheet. I want to record this value bi-weekly and save it in a different sheet. Currently, I open the Portfolio Planning Sheet every alternate Monday, get the value and from the column and put the value in another sheet. Can I automate this task?

  • Brett Evans
    Brett Evans ✭✭✭✭✭✭


    It would be very complicated, however.  You would have to have linked cells, a business process to ensure that spreadsheets are updated on regular basis and a couple of really complicated date formulas with error checking.  It would probably take two hours to map out and a day or two to build (rough estimate).   I know that all the elements are available, the details of exactly how you want to present it in your spreadsheets would define the final complexity.


    I know that is a frustratingly  vague answer, but it is a complex ask that could only accurately be addressed with specs.


  • Thanks Brett.. Appreciate your time!

This discussion has been closed.