Dynamic Sum from Multiple Sheets in a Workspace

TSpear · 02/06/19

Hello,

I have a workspace full of our active projects. Each tasks has a status (not started, in progress, complete) and I would like be able to see the total numbers of these tasks statuses across all the projects. I already have columns that count the number of each task status in the individual projects, but I would like to be able to add or remove a project to the workspace, and have the total numbers update accordingly. Ideally I would not need to manually link/unlink and cells each time a project is added/removed from the workspace. Is this possible? I can make a report of, say, the "In Progess Count" column but I cannot use formulas in a report. Thoughts?

Andrée Starå · 02/06/19

Hi,

I think the best option would be to have a so-called master sheet where you link relevant data from each project, and then you can sum the different statuses there.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

TSpear · 02/06/19

Thanks Andree,

I was hoping to avoid linking each project to a master sheet. The benefit of having a workspace for active projects is that I have reports that pull information from those projects automatically without having to micromanage linking cells, just by adding/removing a project to that workspace. I am hoping to find a way to automate these collective sums in a similar way.

Andrée Starå · 02/07/19

Happy to help!

A possible workaround could be to have a report that adds the information automatically, and then you could export it to Excel or Google Sheets and calculate further there. It could also be sent automatically via email at specific intervals.

Would that work?

Best,

Andrée

TSpear · 02/07/19

That may be what I have to do. I had considered exporting reports, I was just hoping there was a more automated way to gather this info. Thank you for your thoughts and help.

Andrée Starå · 02/07/19

I'm always happy to help!

Best,

Andrée

Dynamic Sum from Multiple Sheets in a Workspace

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