Have simple excel functions on document tables & linking cell data to graphical charts

What is the challenge?

Workspace documents can't link elements together for auto updates without complicated reporting set-ups. Existing functions are very manual and basic.

What is the impact?

Reduce a lot of manual data entry and editing in Workspace documents

Describe your idea

Currently, these tasks are documented on Aha! But they are tracked manually. We prefer it that way as it allows quicker edits and more flexibility.

The items would be sorted by the “Status”, although currently, the column title and statuses are not matching. This is currently going to be a manual update process but if there is a function to auto sum by “Status” column like excel does, I would love to use that function too.

I have explored “Charts” and “List Reports” functions a bit but these require way too many steps for simple updates like these. I will go ahead to create a ticket in the Aha! Idea portal.

Ideal process:
1. Have drop down function under “Status” column -> When you update “Status” column, it pushes update to “Progress” table above -> “Progress” table has calculation functions like excel, like count items by “Status”

2. The “Process” table is linked to another document’s Analytical Dashboard and its pie chart is updated according to the “Progress” table data