Metrics from multiple sheets

Pete Cardenas

Hello,

I'm trying to create a high level metric that sums the number of tasks in 10 different sheets. I tried to do a summary sheet, but that only summarizes the tasks in a report format. I want to roll those up into a total metric on a dashboard. Here's some snippets: (Sheet 1 and Sheet 2).

I tried doing a summary sheet, and from there did a metrics sheet.

End result: On the dashboard I'd want "Total Tasks completed, Total tasks in progress".

Andrée Starå

@Pete Cardenas

Ok. Yes, there isn't a way to cross-sheet reference a Sheet Summary field at the moment.

You'd need to add the values somewhere else in the sheet instead.

I'd recommend using a specific section in each sheet and then use cell-linking to collect the information to the Master Metric Sheet.

Make sense?

Would that work?

Andrée Starå

Hi @Pete Cardenas

You can count, sum, or whatever you need on another cell/row in a so-called Master Metrics Sheet and then use that for the dashboard.

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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Pete Cardenas

I thought so, but the problem is when I create a metrics master, it won't allow me to reference a summary sheet. so then the formula would have to be Sum(sheet 1, sheet 2, sheet 3) etc.

It's ok for now, but as I create more projects it will have a chance for errors.

I wish I could say "sum (reference summary sheet report).

Won't let you do that on a master metrics sheet.

Andrée Starå

@Pete Cardenas

Ok. Yes, there isn't a way to cross-sheet reference a Sheet Summary field at the moment.

You'd need to add the values somewhere else in the sheet instead.

I'd recommend using a specific section in each sheet and then use cell-linking to collect the information to the Master Metric Sheet.

Make sense?

Would that work?

Pete Cardenas

It would, I was just trying to get around it. If you end up having too many sheets, then there is potential for errors.

Thanks for the recommendations!

Andrée Starå

@Pete Cardenas

Excellent!

You're more than welcome!