Smartsheet Tutorial: How to Create a Metrics Sheet in Smartsheet

Smartsheet allows your team to spend less time tracking down key information, ramping up on projects, and reporting on critical metrics so you can execute and make better decisions, faster.
Join Solution Consultant Kelly Pratt to learn how to build a metrics sheet in Smartsheet so your organization can get maximum value from the data held in Smartsheet.
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[@kmorris283]

New to charts and metrics. I have been sitting in front of the computer for hours trying to make sense of Smartsheet instructions and this just answered my questions in less than 30 minutes!!! Thank you!

[@echolocity]

Glad it helped! Please feel welcome to share any questions in future comments!

[@jodigriggs616]

I am new to using Smartsheets, and this was extremely helpful. Thank you!

[@echolocity]

So glad to hear that @Jodi! Smartsheet is a powerful and flexible platform! We love helping get the most value out of it!

[@lesnothers]

SO incredibly helpful as I navigate creating a project portfolio, thanks Kelly!!

[@echolocity]

So glad we could help! Subscribe and we will be releasing more videos soon!

[@tammymichelle0320]

Awesome video! Thanks so much for your professionalism during this training.

[@echolocity]

Our pleasure!

[@FrankRego-yk7ce]

Very helpful. Thanks very much!

[@echolocity]

Glad it was helpful!

[@abisyaiputra9614]

Awesome instruction! I made it to work in my practice sheet! Although i have a question, How to let Metric Sheet' data automatically update, after changes are made in the referenced sheet? I've tried to make some update on the main sheet, but the Metric did not change.. The only solution i could come up with is by updating the Formula to have the same formula over again and refresh the sheet. Is there any other way?

[@echolocity]

Hmmm, it should push after you save the underlying sheet data and refresh the dashboard. Sometimes we use a date record automation to record a date every day in the metrics sheet so that the sheet refreshes. I may be missing something since you mentioned repeating the formula, which I'm not sure why that would help / be necessary.... Perhaps a bit more context?

[@nicolecodispoti1695]

Thank you for this, its extremely helpful. One question, how do you eliminate the parent rows that being calculated in reference sheet? I only want the sub category total. Thank you

[@echolocity]

Great question! You would need to have a helper column that signifies which rows are parent rows, and then add that as criteria in the formula. The formula for that sum would be: =IF(COUNT(CHILDREN()) > 0, 1, 0) . Let us know if this helps!

[@davidlohouse6212]

Video was helpful, but your formula you used to calculate "Due in Next 7 Days" was incorrect as it was giving you the exact same numbers you had for "Opened in Last 7 Days". You had also never circled back to show the calculation for "Closed in the Last 7 Days".

[@echolocity]

Yes, you are right! Got distracted! - Here is our video on formulas : kzbin.info/www/bejne/nnKtkJZ4bLuWedk