Consolidating Project Data

Brandon.S

I am working on a project approval / tracking process that includes multiple projects, each with a separate folder. Each project includes a financial plan sheet that lists spend by period, 24 periods in total. Columns are labelled P1-P24. Based on the start date, there is a row that calculates the period (ex. P6 FY22), and a row that sums the spend for that period. This works well for an individual project, but I am struggling with how to roll it all up to look at total period spend over multiple projects. How can I consolidate this, knowing that I need to interlace the spend with the correct period at the top level? I can link each individually to a summary sheet, but if a project is postponed or moved up by a month, the data will no longer be accurate without intervention.

TIA!

VAC Create

I have similar issues, will follow this outcome closely.

Venn😶

Genevieve P.

Hi @Brandon.S

If you're on a Business or Enterprise plan and if all of your sheets have the same Column Names, then you can use a Row Report to bring all of your sheet data into one place!

You can filter the report to get only the relevant rows, then use the Grouping and Summarize feature in a Report to automatically create calculations.

Here's a webinar that goes through these features: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve