Hello!
I have a project that includes three sites, and I initially decided to make three separate grids to keep everything independent. However, now I'm wondering if that was a mistake, as I would like to create a single dashboard that summarizes the entire project totals. I have created identical sheet summaries that show the total number of clients enrolled by each site, and would like to have a total for all three sites on one dashboard, but am not sure if that's possible, or where I would put that calculation.
It's fine if I need to include just the site totals on the dashboard and then enter the total manually, but it would be awesome if it could be auto-calculated.
Thanks!
Hi Lee,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, I'd recommend creating a so-called Master Metric Sheet where you collect all metrics from all sheets.
The individual sheets could feed the Metric Sheet by using a specific section/row with the sheet metrics and cell-links. You can also use cross-sheet formulas to collect the information as needed.
What do you think?
Would any of those methods work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Hi Lee,
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, I'd recommend creating a so-called Master Metric Sheet where you collect all metrics from all sheets.
The individual sheets could feed the Metric Sheet by using a specific section/row with the sheet metrics and cell-links. You can also use cross-sheet formulas to collect the information as needed.
What do you think?
Would any of those methods work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Cool! I submitted that request. I love that you all have a way to suggest features!
I've never worked with a Master Metric Sheet, would this be the article to help guide? https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets
I created a summary report that pulls the totals from each sheet into one place, but I can't use that for metrics in a dashboard (although I have started working on a dashboard that pulls the summary metrics from each sheet, which seems like it will work for now)
Thanks!!
Happy to help!
Here's an excellent sample of a Template Set with a Metric Sheet.
✅Remember! Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
Has this feature been enabled yet? I am having a similar issue. I need to take expenses from one sheet and subtract them from the revenue on another sheet and determine the profit by event. I have sheet summaries set up in each master sheet but I can't figure out how to calculate the profit so that it will appear on a dashboard.
