Link Data in a Smartsheet on a Specific Day and Make Static

Link Data in a Smartsheet on a Specific Day and Make Static

Donna TDonna T
edited 03/25/20 in Formulas and Functions

I have several 13 Smartsheets that make up a campaign of projects. At the top of each sheet I have some metrics, including the % complete for all the projects, combined, on the Smartsheet.


I want to create a new Smartsheet that links data from the %Complete metric on a given day, and make that data static in the new Smartsheet. The goal is to run the report every 2 weeks , comparing the last % Complete that was recorded, to the new % Complete.


I understand how to link cells between sheets, but the data is dynamic and changes with modifications to the linked cells, so I can't record the status of the %Complete on a specific day.


Thanks for your help!


Donna

Best Answer

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Donna,

    Would it work if you copied the row over to the other sheet automatically?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I was hoping to find an automated solution, otherwise I have to go in to 13 Smartsheets to copy the cell data.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok.

    You'd only need to setup the Workflows once and then it will work automatically.

    Another option could be to cell-link to a so-called Master Metric Sheet and then copy the rows to get the values at a given date.

    Would that work?

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Thanks for your second response, Andre'e.


    I will give using the a workflow to automatically copy the column I need. I'm still somewhat new to Smartsheet, so I haven't tried that yet (didn't know you could do that!).


    For now I'm copying the column manually from a master metrics sheet where I have just the projects listed by line and their percent complete. It's not elegant, but it works.


    Thanks,

    Donna

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