Metric sheets: using rows or using columns

Phil Wightman

I have set up a number of metric sheets using rows and columns to set out the data. Whilst the two approaches work separately and can work together in the same sheet has anyone developed any rules or principles about how to set up a metric sheet. I'm particularly interested where the sheet requires that you add new sheet (project) rows or columns to the metric sheet and whether this might means you use columns or rows.

Paul Newcome

The challenge with that is between the metrics themselves, how you want them displayed, and the source data, there are a TON of variables.

And now with the added features of reports with grouping and summary, metrics sheets are even less necessary.

Paul Newcome

The biggest determining factor is how you plan to leverage the metrics. If you want them displayed a specific way in a chart then you may need to have them structured a certain way whereas displaying them differently would require a different structure.

I usually end up with both eventually just to get the reporting I want.

Phil Wightman

Thanks @Paul Newcome .

Given the importance of metric sheets I think it time that Smartsheet developed some resources for users about metric sheets. This might include basic approaches to designing a metric sheet. Even some dos and donts or things to consider like what you alluded to. Thoughts?

Paul Newcome

The challenge with that is between the metrics themselves, how you want them displayed, and the source data, there are a TON of variables.

And now with the added features of reports with grouping and summary, metrics sheets are even less necessary.