Tabulating Sheet Summary Data

Norman Chu

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.

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.

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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