Automation for Updating Metrics Data on Dashboard

Ngoc L.

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?

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, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ngoc L.

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).