Automation for Updating Metrics Data on Dashboard

I have data that rolls up into a Metrics sheet.

I currently have metrics, by month, displaying on my dashboard

The data is currently manually update, by month.

Is there a way to automate the change in month, subsequently updating the data displayed, i.e. volumes?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Ngoc L.

    I hope you're well and safe!

    Not sure I follow.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Hi Andree!

    Thanks for your quick reply!

    Here is the detailed process:

    1. Employees input information into a Smartsheet form. Information collected includes the date the checks were processed, the type of checks process (daily and month end), and the # of checks processed. This information is collected in the form's sheet.
    2. The information from the sheet is rolled up into a metric sheet, which sums up the total daily and month end checks received, per month. (First metrics screenshot).

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