Keeping Status Report History

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Hello,

Our PMs provide a quick status for their projects on a weekly basis. It's not a full blown/traditional status report. They just update a few columns (i.e., Current Status, % Complete, RYG indicator, etc.) in a sheet for each project.


Is there a practical way of keeping status history? In other words, keep the weekly statuses provided by PMs). I don't want to keep the history of all the other columns in the sheet. I just want to keep the history of the few columns mentioned above.

I know I can dump the sheet data to Excel and then manipulate it, but that's very manual. I know I can copy rows (weekly?) to another sheet, but I only want the few columns in question, not the entire set of columns.


Any thoughts, please?


Thank you,

Ron Br.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Ron Br.

    I hope you're well and safe!

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet, and then copy/move the row from that sheet to the main destination sheet.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Ron Br.
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    Thank you, Andree.

    Good ideas. I believe I understand the process you outlined.

    Ron Br.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Ron Br.

    Excellent!

    Happy to help!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.