How can I create a Report that pulls data from both rows and the summary of multiple sheets?

Trinity Brookes · 12/02/20

I am looking to create a Report that consolidates data from multiple projects. I have a sheet for each project which includes Summary fields for each with items like Project Name and Description. I have a single row in each sheet for the data that changes month to month. e.g. Current spend to date.

What I'm looking for is a Report that combines both.eg.

Project Name Description Spend to date Budget

Project A Implement new system 100 200

Project B Deliver new PPE 500 1000

Is the above possible?

Thanks for any help you can offer.

Andrée Starå · 12/02/20

Hi @Trinity Brookes

There are several ways to structure a solution. This is the one I'd recommend as the first option.

Create a so-called Master Metric Sheet
Add the data from the Sheet Summary to the row with the other data and then use cell-linking and add from each project to the Master Metric Sheet
Use the Master Metric Sheet in the report as needed

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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Andrée Starå · 12/02/20