Linking Summary Sheet Field Data Into an Existing Sheet to Report on Multiple Projects

Chad Dixon

Hello -

I will be creating ~35 project plans for 35 customers. All will have the same set of tasks. Within each of those sheets, I will have the same (4) summary fields, that capture the following: milestone status, # of outstanding milestones, non-milestone status, and #of outstanding non-milestones.

From there, I am trying to roll all of the data into an existing sheet that provides all of this data across all customers. From a management perspective, the idea is that you can review all milestone/non-milestone task status across all customers.

On the existing sheet it looks something like this:

Milestone Status #of Outstanding Milestones Non-Milestone Status #........

Client 1

Client 2

Client 3

Client 4

Any idea how I can aggregate all this data.

My goal are to give our management team visibility on 1) how all teams are doing, and, 2) create a work flow that sends us a weekly status report if any clients hit a red status.

Thanks,

Chad

SoS | Dan Palenchar

I can't quite picture what your system is and what you want for an output. It sounds like you have 35 sheets, each with the same set of 4 summary fields. A sheet summary report might suffice, or if the sheets are all the same a row report could work that references your entire workspace.