Dashboard- weekly project status submissions

andhou
andhou ✭
in Smartsheet Basics

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!

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Answers

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭
    edited 03/17/22

    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([email protected])

    =WEEKNUMBER([email protected])

    =IF([email protected] = WEEKNUMBER(TODAY()), 1)

    image.png

    Then create a report with filter of "Current week" is checked, and show the report in the dashboard.

    Hope that helps.


    I love processes, worflows, automation, co-operation and technology. That's why I built a mini ERP solution for businesses.

  • andhou
    andhou ✭

    Hi Gia,

    Thank you for your detailed answer. I appreciate i!

  • jasminao624
    jasminao624 ✭

    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'?

    image.png


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