Roll-up metrics for an Insight - Help needed

Antoine Boatwright

I am creating a dashboard for all my development work. 

 

My tasks sheet is pretty standard with Assigned to, Status, Phase, Effort

 

The metrics I am looking to display are: 

• - Total number of days (Effort) per developer
• - Total number of tasks in a given Status (but exclude some rows in given phase)
• - Total number of tasks in a given Phase (but exclude some)

 

I believe I need to create reports or something to get these values but I am struggling to find any relevant tutorials. 

 

Thank you very much in advance for any pointers.

J. Craig Williams

Be aware that Reports do not yet do any sort of calculations. The Reports you will see in Sights are just views of the underlyiing sheets.

 

To consolidate data on the sheet level, you will need formulas

 

https://help.smartsheet.com/articles/775363-using-formulas

 

This is a good article to bookmark.

 

To consolidate and calculate data across sheets, you'll want to look into cell-linking

 

https://help.smartsheet.com/articles/861579-cell-linking

 

If you create the formulas at the sheet stage, those can be use in Reports and the linked consolidation can be in that Report or another.

 

Hope this helps.

Craig