I am working on setting up a dashboard that contains both current month data and running YTD data. We have traveling service people and we currently use a Smartsheet form for them to report their customer time, travel time, office, time, off, time, total time, how many visits they did per month, what their average is next to monthly, quarterly and annual goals, etc. It's a lot of data and I'm looking for some direction from more seasoned Dashboard users.
What is the best way to set up your calculations sheets? I started putting everything on one, but it is quickly getting out of hand. Is it best to have a current month calculations page with all the data points and then save it as a new document and amend the formulas for the YTD running totals? Or, is it best to have calculations pages for each of the data sets and include both current month and YTD fields? My supervisor wants to see key data points for the current month in a dashboard, but also wants to be able to see trends across time. What is your best practice? Thanks in advance!
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