Help with Sheet Summary Formulas to Create a Metric Sheet and Dashboard Chart
Hi!
I'm managing a retrofit project and the end goal is to create an executive dashboard highlighting key metrics in the form of charts and/or graphs.
From what I've found via searches, it seems like I need to utilize the Summary function on a sheet (my rollout schedule, in this case) in order to pull metrics the data into a widget on a dashboard. Also, from what I'm finding, I need to brush up on my formulas/functions knowledge because every thing I've tried based on similar forums all return errors such as #unparseable.
Here's an example of the columns I'm trying to summarize:
Essentially, I'd like to perform a count function to report the total number of pilot sites, total number of alpha sites and so on (beta, rollout). I'm also trying to summarize how many have been installed, how many are on hold, ready, pending, etc.
It seems like I need to use sheet summary and add formulas to create metrics which I would then pull into a dashboard for the graphs.
Please let me know if additional information is needed and thanks in advance for the guidance.
Answers
-
Andrée Starå ✭✭✭✭✭✭Hi@bthorn
Try something like this.
Replace the values, "Pilot" or "Installed" with what you want to count.
Phase
=COUNTIF(Phase:Phase; CONTAINS("Pilot"; @cell))
The same version but with the below changes for convenience.
=COUNTIF(Phase:Phase, CONTAINS("Pilot", @cell))
Install Status
=COUNTIF([Install Status]:[Install Status]; "Installed")
The same version but with the below changes for convenience.
=COUNTIF([Install Status]:[Install Status], "Installed")
Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.
Did they work?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
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That worked perfectly, thank you!!<\/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":109369,"type":"question","name":"INDEXING and Validating","excerpt":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily and may span multiple years. With that said this is where I am stumped. =INDEX(COLLECT({Test Sheet 1 Range 1}, {Test Sheet 1 Range 1}, <> \"//www.santa-greenland.com/community/discussion/68712/\"),…","snippet":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily…","categoryID":322,"dateInserted":"2023-08-23T21:21:49+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:04:04+00:00","insertUserID":163519,"insertUser":{"userID":163519,"name":"Frank Hammond","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20Hammond","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-08-24T15:23:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T14:09:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":37,"score":null,"hot":3385713353,"url":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","format":"Rich","lastPost":{"discussionID":109369,"commentID":392314,"name":"Re: INDEXING and Validating","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392314#Comment_392314","dateInserted":"2023-08-24T14:04:04+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T14:09:02+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":"2023-08-23T21:50:04+00:00","dateAnswered":"2023-08-23T21:43:36+00:00","acceptedAnswers":[{"commentID":392246,"body":"
