Tabulating Sheet Summary Data

Is it possible to automatically capture the results of a sheet summary on recurring basis and save them to another sheet? Almost like a daily cron job.

I have metrics that feed a dashboard from a open issues list, but want to track trends over time based on those metrics. Currently I only have a snapshot of the live status in the dashboard.

Answers

  • SoS | Dan Palenchar
    SoS | Dan Palenchar ✭✭✭✭✭✭

    You could reproduce the formulas used in your Sheet Summary in a separate sheet using cross sheet formulas and then set up a copy row automation to yet another sheet to run daily and provide a historical record of your data. From this third sheet, you can compare your data over time.

    School of Sheets (Smartsheet Partner)

    If my answer helped please accept and react w/💡Insightful, ⬆️ Vote Up, ❤️Awesome!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Norman Chu

    To add to Dan’s excellent advice.

    You could also create a sheet summary report and set it up to send as an attachment (Excel) on a recurring schedule. Then you'd copy the information to another sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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