How to automate the update of my dashboard?

hemotep

New Member
Joined
Jun 17, 2022
Messages
4
Office Version
  1. 2016
Platform
  1. Windows
Hi All,

My team uses a large and complex Excel table to track daily project tasks. I utilized this team table to create a dashboard. I saved a duplicate of the team's file, converted it to an Excel table, and then constructed the dashboard. To achieve the needed degree of detail, I added several columns to the team table and used functions to obtain additional information such as task status, fiscal year, processing time, etc. Now I'm required to update my dashboard on a monthly basis, as the team's data is constantly being updated and I don't want to always start from zero. Is there a method to automatically update my dashboard depending on the most recent version of the team table?

I know that I can copy and paste the team file every month, add the columns with functions manually then change data source but this is far from being efficient.


Thanks for your help!
 

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