Project Summary to Separate Worksheet

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Hello,

I am developing a dashboard metrics for a portfolio of project. I would like to know if there is any way we can pull all the project summary details in each project worksheet to a separate one? I know we can do it in report but report has the limitation to add formulas like Countif or Sumif.

Kindly advise...

Thank you so much

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Tommy Ng

    I hope you're well and safe!

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Another option could be cell-linking.

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Tommy Ng
    Tommy Ng ✭✭✭
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    Thanks Andree. When establishing formula in worksheet, how can I reference to cells in Project Summary in another worksheet? It is always pointing to the Grid view and I cannot find a way to reference to a cell in Summary.

    My situation is that there are multiple Project Worksheet with some fields (such as project owner, project name description department, etc in the Project Summary fields). I would like to find a way to pull out all the Project Summary fields in all project worksheets as a project summary roll up so that I can get the holistic view of all the project details automatically.

    Many thanks for your help in advance.

    Tommy