Retrieving previous status to show on Dashboard
I have a Status Update worksheet. And what I'm trying to do is show the current update on a project dashboard and want to show the previous update to the dashboard as well.
How can I automate this so it automatically will update my dashboard whenever I make updates to the Status Update worksheet?
Answers
-
How are you wanting to display it on the dashboard?
-
Hi @CLieberg
I hope you're well and safe!
The simplest way would probably be to use the Sheet Summary section with formulas to collect the latest entry and either a report or metric widget(s) to show it in the dashboard.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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.
-
Yes - I have 2 metric widgets setup, 1) Latest Status Update and 2) Previous Status Update
I just can't figure out how to automate the previous status update to automatically update each time a new status is created.
-
If there is only one update in a day, you can leverage your Update Date column.
Put this in a sheet summary field which can then be grabbed by the metrics widget.
=INDEX([Project Update]:[Project Update], MATCH(LARGE([Update Date]:[Update Date], 1), [Update Date]:[Update Date], 0))
The above will pull the most recent. changing the 1 to a 2 inside of the LARGE function will give you the previous update.
-
Excellent!
I'd recommend (if possible) having the rows added at the top instead if you're using a form to populate it.
We'd then use something like.
=INDEX([Project Update]:[Project Update],1) For the latest
=INDEX([Project Update]:[Project Update],2) For the previous
Make sense?
Would that work/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.
-
I'm not sure where you are talking about putting this logic. I've created a status update history sheet but I think I've gotten myself all confused now.
-
@CLieberg If you are having new entries placed at the top of the sheet, you would use the formulas in your Sheet Summary fields.
Most Recent Update:
=INDEX([Project Update]:[Project Update], 1)
Previous Update:
=INDEX([Project Update]:[Project Update], 2)
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!