Is there a formula to pull each day's final numbers into a metrics sheet?
I have created a tracking sheet for our supervisors to provide the number of transactions per category at the end of each day. I would like to roll this information into a dashboard for easy daily reporting to executive leadership but I'm having trouble with pulling only the day's information (from the most recent work day). For example, our daily report reads like this:
And I have a metrics sheet:
But I would only want the metrics from the most recent date (in the first example it would be for May 12). What would be the easiest way to collect only the most recent workday's numbers?
Best Answers
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Paul McGuinness ✭✭✭✭✭✭
You could use a Index Match formula i.e.
Index({[Class D Auto Test]:[Class D Auto Test]},Match(Today(),{Date;Date},0))
You will need to adjust the ranges to reference the Daily Report Tracking Template but should do what you need.
Hope that helps
Thanks
Paul
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Kimberley O ✭✭✭
It worked perfectly! Thank you!!
Answers
-
Paul McGuinness ✭✭✭✭✭✭
You could use a Index Match formula i.e.
Index({[Class D Auto Test]:[Class D Auto Test]},Match(Today(),{Date;Date},0))
You will need to adjust the ranges to reference the Daily Report Tracking Template but should do what you need.
Hope that helps
Thanks
Paul
-
Kimberley O ✭✭✭
It worked perfectly! Thank you!!
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Thanks! That sorted it!😀<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108438,"type":"question","name":"NETWORKDAYS WITH AN IF??","excerpt":"Can anyone help with a formula to track the number of days between 2 separate columns with the IF of stopping the count once a date is populated in one of those columns?","snippet":"Can anyone help with a formula to track the number of days between 2 separate columns with the IF of stopping the count once a date is populated in one of those columns?","categoryID":322,"dateInserted":"2023-08-02T19:37:00+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T20:11:28+00:00","insertUserID":164426,"insertUser":{"userID":164426,"name":"JT_22002","url":"https:\/\/community.smartsheet.com\/profile\/JT_22002","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T11:32:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-03T12:00:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":17,"score":null,"hot":3382012708,"url":"https:\/\/community.smartsheet.com\/discussion\/108438\/networkdays-with-an-if","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108438\/networkdays-with-an-if","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108438,"commentID":388600,"name":"Re: NETWORKDAYS WITH AN IF??","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388600#Comment_388600","dateInserted":"2023-08-02T20:11:28+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-03T12:00:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T11:34:23+00:00","dateAnswered":"2023-08-02T20:11:28+00:00","acceptedAnswers":[{"commentID":388600,"body":" I'm not sure I understand the goal. If you want to see the days between two column, you will need to already have a date in each of those columns. This seems to contradict stopping the count once one of the columns is populated. Can you provide more detail, or maybe a screenshot\/mockup of what you are looking for?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108410,"type":"question","name":"Using the \"Created Date\" field in formulas","excerpt":"Hello - I am creating a number of fields in various sheets to calculate lead times. One KPI we want to track is the life cycle of a project. I have added the \"Created Date\" field to all sheets and have an additional field that populates an Invoiced Date. I want a new field that will calculate the number of days between the…","snippet":"Hello - I am creating a number of fields in various sheets to calculate lead times. One KPI we want to track is the life cycle of a project. I have added the \"Created Date\" field…","categoryID":322,"dateInserted":"2023-08-02T13:45:01+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T17:51:15+00:00","insertUserID":141394,"insertUser":{"userID":141394,"name":"KGetchell","url":"https:\/\/community.smartsheet.com\/profile\/KGetchell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T18:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-02T18:59:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":29,"score":null,"hot":3381985576,"url":"https:\/\/community.smartsheet.com\/discussion\/108410\/using-the-created-date-field-in-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108410\/using-the-created-date-field-in-formulas","format":"Rich","lastPost":{"discussionID":108410,"commentID":388557,"name":"Re: Using the \"Created Date\" field in formulas","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388557#Comment_388557","dateInserted":"2023-08-02T17:51:15+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-02T18:59:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/C0IGNY6CEA25\/capture-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Capture.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:13:22+00:00","dateAnswered":"2023-08-02T15:09:48+00:00","acceptedAnswers":[{"commentID":388501,"body":" The Created (date) field is not the issue in this instance. The problem is the data in your Invoiced Date column is actually text strings instead of date values.<\/p> Try putting this into a date type column and using this new column in place of the Invoiced Date column in your original formula.<\/p> =DATE(VALUE(MID([Invoiced Date (EP)]@row, FIND(\" \", [Invoiced Date (EP]@row) - 4, 4)), VALUE(LEFT([Invoiced Date (EP)]@row, FIND(\"\/\", [Invoiced Date (EP)]@row) - 1)), VALUE(MID([Invoiced Date (EP)]@row, FIND(\"\/\", [Invoiced Date (EP)]@row) + 1, FIND(\"\/\", [Invoiced Date (EP)]@row, FIND(\"\/\", [Invoiced Date (EP)]@row) + 1) - (FIND(\"\/\", [Invoiced Date (EP)]@row) + 1))))<\/p>"},{"commentID":388539,"body":" Double check that you are putting it in a date type column. Can you also provide a screenshot of those same rows with the errors but also showing the Invoiced Date? It is working for me.<\/p>
<\/p>
<\/p>