Track Weekly Progress Against Goals

Donna T

We have a bucket of funds to use by a specific date. There is a weekly goal $500k in requisitions

I have a grid that tracks all the requisitioned amounts and the date they were approved.

What is the best way for me to capture the week-to-week progress so I can create a chart that visually shows if the $500K goal is met each week?

Thank you!

Genevieve P.

Hi @Donna T

The way I would do this is to set up a Helper Column in your source sheet. Then you can use a formula to pull the WEEKNUMBER from your Date Column.

=WEEKNUMBER([Date Column]@row)

Once you have a Week Number associated with each row, you can create a Report and GROUP it by that Week Number, using the Summarize function to SUM together all the $ values for that week. (See: Configure grouping to organize results in report builder and Summarize content to extract key information with report builder).

Finally, you can use this Grouped and Summarized Report as a source for a Chart! This should display the total $ per week in a graph.

Let me know if you'd like to see screen captures of this or if I can clarify anything further.

Cheers,

Genevieve