Dashboard creation from Portfolio Metrics sheet
Hi everyone,
I am trying to build a dashboard of metrics and charts, I discovered that it is easier using data from sheets than from report and summary reports. I came across portfolio metrics as source sheet for dashboard - I am thinking it was created by linking cells from different sheets.
How can I go about creating formula to auto populate portfolio metrics sheet from my project sheets so it can serve as a source data for my dashboard?
Please help me.
Below is what I designed as portfolio metrics sheet but don't know what next.
Thanks always
Abiola
Answers
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Hi @Abiola
I hope you're well and safe!
Do you want to add new projects automatically?
Have you explored the Premium App, Control Center? Is that an option?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
Thanks for your response, I havent done any of that. I am also thinking that my question was not clear enough. I have tried to ask in more specific term in another post
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