Duplicate reference data from another sheet

Hello Community,

I have a sheet that is daily populated by a field engineer which is linked and referenced with a formula for a weekly report for the Ops manager. The Ops manager's report is being used in presenting a dashboard for top executives on a weekly basis.

These reports have to be done each week while maintaining the previous week's details. How do I go about this, please?

I have noticed that when I save a copy of the file, whatever is changed in the source file is affects the previous week's report. I want it to only reflect in the present week under consideration.

Or do I have to create and link the files each week?

Thanks.

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Ryan Sides

@Lovingmags There's no easy way to do this as Smartsheet is "real time". What I've done in the past is create a "history" sheet where my metrics data is copied to it at a certain time each week. I added a "Week Number" column that calculates based on the date the row was copied to the history sheet. I then create my reports from this history sheet and divide my reports by week number.

Does that make sense?

Lovingmags

Thanks, Ryan. Please can you help with a video on how I can create the history sheet?

Ryan Sides

@Lovingmags See if this link works for you...

https://www.youtube.com/watch?v=7GfWkW4Mvnk

My internet of course dropped while I was recording it. But let me know if you have any issues.

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