Portfolio Metrics and Dashboards

Cat Werbeck · 10/02/20

Hey all! I just presented the new dashboard solution to the leadership team when I noticed the dashboards aren't picking up anything from the meta data sheet (which in combination with our intake sheet) creates my weekly status report template.

Any reason you guys can think of that would make all of my formulas freak out by changing the reference to the meta data sheet? Seems like it just does not want to acknowledge it's existence. Apologies for the muddled brain, but here's an example:

When the formula references the Intake Sheet, it results in a number, but it's wrong. When I try to make the formula reference the Metadata, I get unparseable.

Intake Formula:

Meta Formula:

portfolio metrics- meta data reference.jpg

Cat Werbeck · 10/03/20

https://community.smartsheet.com/discussion/comment/264746#Comment_264746

Boy do I wish I had a fantastic lesson learned to share- but to be honest, I just made a copy of sheet where all the other formulas were working accurately rewrote all the ones that weren't from scratch- then spent until about 5:00 this morning doing stare and compare checks on all the reports and dashboards. I'm sure there's an easier way, but frustration with myself for messing it up in the first place and stubbornness to get everything back to the starting line was about it. LOL Now at least I am ready to complete my other dashboards this weekend and maybe even give the new Work Apps preview a spin! Thanks again for replying in my hour of need tho, deeply appreciated!

Andrée Starå · 10/08/20

@Cat Werbeck

You're more than welcome!

Andrée Starå · 10/02/20

Hi @Cat Werbeck

Have you looked at both of the sheets after errors in the ranges?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Cat Werbeck · 10/02/20

https://community.smartsheet.com/discussion/comment/264724#Comment_264724

Hey there, yes- I have been staring and comparing for what feels like forever- I actually just figured out the solve. Took longer than I would like- but ty so much for answering!!

Andrée Starå · 10/02/20

@Cat Werbeck

Happy to help!

Glad that you figured it out!

What was the issue?

Cat Werbeck · 10/03/20

https://community.smartsheet.com/discussion/comment/264746#Comment_264746

Boy do I wish I had a fantastic lesson learned to share- but to be honest, I just made a copy of sheet where all the other formulas were working accurately rewrote all the ones that weren't from scratch- then spent until about 5:00 this morning doing stare and compare checks on all the reports and dashboards. I'm sure there's an easier way, but frustration with myself for messing it up in the first place and stubbornness to get everything back to the starting line was about it. LOL Now at least I am ready to complete my other dashboards this weekend and maybe even give the new Work Apps preview a spin! Thanks again for replying in my hour of need tho, deeply appreciated!

Andrée Starå · 10/08/20

@Cat Werbeck

You're more than welcome!

abhatnagar · 05/08/24

@Cat Werbeck how did you solve this problem, I am having the same problem after my new control center was set, it worked for 2 weeks and now, not all cells are showing information. Same as your problem. How did you fix it, I have been trying to link each sheet again to each line, but this is a lot of work for every new project that comes in.

your help is very much appreciated. Thanks Anita

Portfolio Metrics and Dashboards

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