Creating dashboards from forms

Alan R

We're wanting to create a form for reporting 'Near Misses' to share with our site managers.

One of the questions on the form would ask what category the near miss would fall into such as 'slips,trips and falls', electrical, housekeeping etc.

Once submitted we would want these to automatically create a dashboard to show trends, such as the percentage of near misses that were slips, trips and falls, or housekeeping etc.

Is this possible and if so, could anybody offer some advice on how to do it please.

Thanks in advance

James Keuning

The form will write to a sheet that collects the data. I assume you will have more Information on each record, like date, a person's name, department, whatever. Call this sheet COLLECTOR.

Then you will have a sheet that rolls up the COLLECTOR data and creates the summaries. Call this ROLLUP. You will use cross-sheet references to summarize the data. You will likely use COUNTIFS to count accidents grouped by category and month or whatever.

On your dashboard you create a chart object using the ROLLUP as the data source.