Fresh Projects

00:00: LiveSheets are dynamic Excel

00:01: reports that connect straight to your live Fresh Projects data.

00:05: In this guide we'll build one from scratch:

00:08: choosing a template, adding data feeds,

00:11: setting date ranges,

00:12: and filtering down to the projects you care about.

00:16: Open Live Sheets and click New Document.

00:20: You can start from one of the global templates, or choose Blank to build your report

00:25: from the ground up.

00:26: We'll start with a Blank template.

00:30: Give the report a clear name and description.

00:33: This is what your team will see in the report list,

00:36: so be specific.

00:38: Pick the folder where the report will reside.

00:42: If you need a new folder,

00:44: click Add, name it,

00:45: and save.

00:48: Once you have chosen your template,

00:50: given your Live Sheet a Name, Description and Selected a Folder,

00:54: you can save your Document.

00:57: Hover over your new report and click Manage to start configuring it.

01:02: Navigate to the Live Data Feeds section to manage data sources for your heet.

01:09: Add the feeds that will supply your report.

01:12: Each feed becomes its own sheet in the workbook.

01:15: Here we're adding Subprojects and Timesheets.

01:19: Open a feed to see every field available to it,

01:22: and tick the ones you want.

01:24: Use the search box to find fields fast.

01:28: Everything you tick becomes a column on that sheet:

01:31: such as project code,

01:32: project details,

01:33: client details,

01:35: income, expenses, and more.

01:39: Click the sigma icon to build your own field from existing data.

01:44: Name it,

01:45: then write your formula.

01:47: Variables go in double curly brackets, like {{variable_name}}.

01:53: Then, choose how the data behaves when the file is opened.

01:58: "Automatically" refreshes on open.

02:01: "Manually" prompts you first, which is useful while you're still building the report

02:05: out.

02:07: Open the general settings to configure overall options for your Live Sheet.

02:13: One date range applies the same period to every data feed.

02:18: Choose Specific Dates to pin the report to fixed dates.

02:22: If you have chosen "Specific Dates",

02:25: select the start date to establish the beginning of your data range for the report.

02:31: Choose a start date to set the lower boundary of your date range.

02:36: Select an end date to complete the date range for your Live Sheet data.

02:41: Apply the selected date range to filter the data displayed in your Live Sheet

02:46: report.

02:48: Switch to relative dates to filter data based on dynamic time periods like last

02:53: year or month.

02:55: Access the relative date options to choose predefined time frames for your data

02:59: filters.

03:02: Select the last year option to view data from the previous calendar year in your

03:06: report.

03:08: Switch to "Per data

03:09: feed" when different sheets need different periods.

03:13: If you have opted to set dates "Per data feed", navigate back to the Live Data Feeds section

03:18: to review or modify your data sources.

03:22: Each feed now carries its own date setting.

03:27: Live Sheets also allows you to filter to refine the data displayed in your report

03:31: further.

03:33: Choose the project status filter to narrow data based on current project progress.

03:40: Confirm your filter choices by clicking "Done".

03:44: Finally,

03:45: save all changes made to your Live Sheet report by clicking "Save Document".

03:51: Now choose how you want to work.

03:54: Select open to work in Live Sheets directly in the Web.

03:59: Select Download for an offline copy.

04:02: You can also upload your own formatted Excel template, and your live data will flow

04:07: into it.

04:09: This article guided you through creating and configuring a Live Sheet document,

04:14: including setting up data feeds,

04:16: applying filters,

04:17: and saving your work for effective project reporting.