Dashboard- weekly project status submissions
Hi,
I would like to create a monthly dashboard that displays which project managers have submitted their status each week. I have a master Project Management Sheet where project managers submit their status. I plan to have an automation that clears whatever the project manager has added , in order to make room for their new status the following week. My question is, how would I be able to track their weekly submissions and report on them, if they are cleared every week? I would sincerely appreciate any advice, tips or tricks.
Thank you!
Answers
-
Hi @andhou,
There's no need to clear submissions in your master sheet. Just leave them there for tracking weekly.
You can add some helper columns : "Year", Week", "Current week" to get information from the "Created" column by below formulas:
=YEAR(Created@row)
=WEEKNUMBER(Created@row)
=IF(Week@row = WEEKNUMBER(TODAY()), 1)
Then create a report with filter of "Current week" is checked, and show the report in the dashboard.
Hope that helps.
Gia Thinh Technology - Smartsheet Solution Partner.
-
Hi Gia,
Thank you for your detailed answer. I appreciate i!
-
Hello Gia -
I am interested in this as well. I've added the helper columns and created a new report - however, my PM's updates are flowing into the same row (see attachment). Is there any way to pull and report only on the latest 'updated text'?
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives