Create last weeks segment summary
Hi.
I am doing a metric sheet which takes data from another sheet. From the metric sheet i am doing a dashboard with this data.
I want to do an automatic updated weekly summary so that every Monday the summary is updated to match last weeks inputs.
The task i need to do is:
Create a breakdown of segments on incomming oppertunities.
eg.
Cola 5 new incomming last week
pepsi 6 new incomming last week
fanta 7 new incomming last week
So the breakdown should show:
Week 41 there was:
Cola= 5
Pepsi= 6
Fanta= 7
Is there a smart way of doing that?
Answers
-
Yes, there are multiple ways to structure it.
The best method depends on how you've structured the data and the need.
Here are a few options/ideas.
- Use a formula to look at last weeks information
- Copy the row with the data on a specific day to another sheet to store each week's data
- Add all weeks data with a thorough structure
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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!
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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