Summarizing qualitative data across multiple sheets

tsmith106086

I am trying to summarize engagement types by state across multiple project sheets. What is the best way to do this?

Andrée Starå

Hi @tsmith106086

It depends.

How many sheets?

I'd recommend either using cross-sheet formulas or creating a specific area in each sheet that you cell-link to collect the data to a so-called Master Metric sheet.

Make sense?

There's also an update coming to reports soon that can Group/Sum data (Sum, Count, Max, Min, Average) 😍 

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)

Would that work/help?

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!

Andrée Starå

Hi @tsmith106086

It depends.

How many sheets?

I'd recommend either using cross-sheet formulas or creating a specific area in each sheet that you cell-link to collect the data to a so-called Master Metric sheet.

Make sense?

There's also an update coming to reports soon that can Group/Sum data (Sum, Count, Max, Min, Average) 😍 

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)

Would that work/help?

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!