How to display baseline summary data on a dashboard

Peter Goodwin

On a project rollup dashboard, Ideally I would like to display alongside each projects baseline data of Baseline Start/End dates, and variance. I would like to show the date/time and user who reset the baseline.

Tried a few different ways but cant seem to capture this data into either the sheet summary area or a project metrices sheet, that i can then pull onto a dashboard.?

Andrée Starå

Hi@Peter Goodwin

I hope you're well and safe!

未经考验的!你可以可以be have a Copy Row Workflow trigger from the change.

Please have a look at my post below with a method I developed.

More info:

Hi all,<\/p>

I hope you're well and safe!<\/p>

I've developed a solution that lets you store the date or value.<\/strong><\/p>

You'd use the copy-row automation and a VLOOKUP or combination of INDEX\/MATCH to make it work.<\/p>

We'd trigger the copy-row to another sheet and get the created date\/other value and then use the VLOOKUP\/INDEX\/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id\/value that we can use, it will work.<\/p>

Also, this opens up more options with auto-numbering and similar.<\/p>

Depending on other workflows, you could reuse one sheet for multiple workflows.<\/p>

I hope that helps!<\/p>

Let me know if you have any questions!<\/p>

Stay safe and have a fantastic day!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by <\/em>marking it as helpful<\/em><\/strong>. It will make it easier for others to find a solution.<\/em><\/p>","bodyRaw":"[{\"insert\":\"Hi all,\\nI hope you're well and safe!\\nI've developed a solution that lets you \"},{\"attributes\":{\"bold\":true},\"insert\":\"store the date or value.\"},{\"insert\":\"\\n\\nYou'd use the copy-row automation and a VLOOKUP or combination of INDEX\\\/MATCH to make it work.\\nWe'd trigger the copy-row to another sheet and get the created date\\\/other value and then use the VLOOKUP\\\/INDEX\\\/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id\\\/value that we can use, it will work.\\n\\nAlso, this opens up more options with auto-numbering and similar.\\nDepending on other workflows, you could reuse one sheet for multiple workflows.\\n\\nI hope that helps!\\nLet me know if you have any questions!\\nStay safe and have a fantastic day!\\nBest,\\n\"},{\"attributes\":{\"bold\":true,\"link\":\"mailto:andree@workbold.com\"},\"insert\":\"Andrée Starå\"},{\"insert\":\" | Workflow Consultant \\\/ CEO @ \"},{\"attributes\":{\"bold\":true,\"link\":\"https:\\\/\\\/community.smartsheet.com\\\/home\\\/leaving?allowTrusted=1&target=https%3A%2F%2Fworkbold.com%2F\"},\"insert\":\"WORK BOLD\"},{\"insert\":\"\\n✅\"},{\"attributes\":{\"italic\":true},\"insert\":\"Did my post(s) help or answer your question or solve your problem? Please help the Community by \"},{\"attributes\":{\"italic\":true,\"bold\":true},\"insert\":\"marking it as helpful\"},{\"attributes\":{\"italic\":true},\"insert\":\". It will make it easier for others to find a solution.\"},{\"insert\":\"\\n\"}]","format":"rich","dateInserted":"2020-05-24T11:36:34+00:00","insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T14:46:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/68589\/lock-or-store-date-value-solution-without-using-zapier","embedType":"quote","name":"Lock or Store Date\/Value Solution without using Zapier"}"> https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

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 bymarking 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!