How to create a metadata sheet of associated metadata sheets?

cbrucher

I'm working on building a series of dashboards centered around individual projects, and I'd like to have a parent dashboard that rolls up all of the project data in one location. I've made the metadata sheets for the lower-level dashboards no problem, but I'm having trouble creating the overarching set. Here's the goals:

• From a project tracking sheet, count number of projects assigned to each employee of a certain status (accomplished using sumifs on the low-level metadata sheets)
• Capture total number of projects in each project status (accomplished using sumif on the lower-=level sheets)

I can roll up all of the data from the project sheets using reports, but is there a way to create a metadata sheet from that report to make more useful visuals in the parent dashboard?

Thanks!

Andrée Starå

Hi @cbrucher

I hope you're well and safe!

Have you looked into the Premium App, Control Center? It can automate most of what you need.

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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cbrucher

Thanks Andree, we're looking at Control Center but trying to understand what the lift would be to do this without it. Sort of building the business case for investment right now. The preference is always the no-cost option, of course 😀

Andrée Starå

@cbrucher

Happy to help!

Firstly, Control Center is fantastic!

Secondly, Do you have an Intake sheet today with all projects?

cbrucher

We don't have a single intake sheet, but we have several intake sheets. We have it set up this way to breakout client information, as we operate in an agency kind of model.