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Re: How Do I Illustrate Checklist Data in a Dashboard?
Hi @megtro610 ,
I'd be happy to help!
First, create a Metric Sheet (new sheet) and use cross sheet formulas to count for:
- Implemented and Evidence Attached
- Formula: =COUNTIFS({Is it implemented?}, 1, {Evidence Attached?}, "Yes")
- Implemented and Evidence Not Attached
- Formula: =COUNTIFS({Is it implemented?}, 1, {Evidence Attached?}, "No")
- Not Implemented
- Formula: =COUNTIFS({Status}, <>"", {Is it implemented?}, 0)
The formula accounts for:
- Counting all rows that are implemented and evidence is attached based on the "Is it implemented?" and "Evidence Attached" columns.
- Counting all rows that are implemented and evidence is NOT attached based on the "Is it implemented?" and "Evidence Attached" columns.
- Counting all rows that are NOT implemented based on the "Is it implemented?" column and adding another criteria where "Status" is not blank to make sure that blank rows are not counted. (P.S. You can change this criteria to look at other column such as for example, "Description", "Item", "Tasks", etc.)
If you have a parent-child relationship on your sheet (Hierarchy) and want to only count the child rows, you need to add another helper column that will check if a row is a parent or a child. The formula you can use for this column is " =IF(COUNT(CHILDREN()) > 0, 1, 0) ."
Once helper column is added, you need to add this criteria on the formulas stated above: " {Parent?}, 0 "
The formulas will be:
- Implemented and Evidence Attached
- Formula: =COUNTIFS({Is it implemented?}, 1, {Evidence Attached?}, "Yes", {Parent?}, 0)
- Implemented and Evidence Not Attached
- Formula: =COUNTIFS({Is it implemented?}, 1, {Evidence Attached?}, "No", {Parent?}, 0)
- Not Implemented
- Formula: =COUNTIFS({Status}, <>"", {Is it implemented?}, 0, {Parent?}, 0)
Once the metric is done, you can now use this as data source for your Dashboard Widget. Here is a sample of a Pie Chart Widget.
If you want the data to visualize in a table form, you'd need to create a report out of the metric sheet and use it as the data source on a Report Widget.
You can check these articles for references:
Re: Equation to sum children, if no children then return value from a different column
That did the trick!! Thank you so much!
Re: Group Rows - Parents & Children
This is not possible natively in Smartsheet, however @SSFeatures has a paid browser extension that does just this!
Re: How to Index Match
@Tamsyn Happy to help. 👍️
Something to note:
I frequently use INDEX/COLLECT as @sharkasits mentioned, but there are times where an INDEX/MATCH/MATCH as you have is in fact appropriate.
INDEX/COLLECT is great if you are pulling from a single column but need to match on multiple columns.
INDEX/MATCH/MATCH is more for referencing an entire table where you need to match on both the horizontal and vertical axis.
INDEX/MATCH is for pulling from a single column (or row) while also matching on a single column (or row).
INDEX/MATCH/MATCH: You want to be able to pull from every row in columns 16 through 19 based on a value in Column 15 as well as a value across the top row.
=INDEX({Columns 16-19}, MATCH(2, {Column 15}, 0), MATCH("B", {Row 1}, 0))
INDEX/COLLECT: You want to pull from column 7 based on a match in both columns 15 and 16.
=INDEX(COLLECT({Column 17}, {Column 15}, @cell = 3, {Column 16}, @cell = "B"), 1)
INDEX/MATCH: Similar to INDEX/COLLECT but you only want to match on a single column.
=INDEX({Column 17}, MATCH(3, {Column 15}, 0))
INDEX/MATCH across a row: You can also use INDEX/MATCH to pull from across a single row and use the MATCH in the third portion of the INDEX function. Similar to INDEX/MATCH/MATCH, but the first MATCH is replaced with a 1 (row 1) since there is only 1 row being referenced.
=INDEX({Row 2}, 1, MATCH("C", {Row 1}, 0)
Re: INDEX MATCH MATCH
Hi @L Barry
I'd be happy to help you with an INDEX(MATCH(MATCH! 🙂
This is the structure of an INDEX function:
=INDEX(range, row number, column number)
It essentially looks at a range of cells and uses the row and column numbers to return a single cell value. In most INDEX(MATCH formula combinations we ignore the column number part because the first range is simply one column, and we use MATCH to find the row number.
However in your instance, you need to input a MATCH in both the Row place and the Column place of the function to find the correct cross-section and return the right cell, does that make sense?
The first part of the formula will be a range that covers all of the columns needed for your formula. For example, if your sheet has 3 columns with names in that top row, then it would look across all 3 columns.
=INDEX({Table of Names 06128204},
Then the first MATCH is looking to find what row to bring back. In this case, it's looking for the Client name to match across both sheets:
MATCH([Client Name]@row, {Client Name 06128204}, 0),
Then the second match is looking for what column to find data in, now that we know the row. In this case, we need to find the Role that's listed in the TOP ROW of your source sheet. That means the {range} is simply the top row, across all the columns needed (in my example this range would be 3 cells: the top 3 cells of the sheet):
MATCH([Assigned to Role]@row, {Roles 06128204}, 0))
Does that help explain the breakdown?
Cheers,
Genevieve
Re: Formula for 24hour clock overlap - booking clashes at the same time on the same day
Hi @Sam Swain
To find the true booking overlaps, you can use a helper column with a formula that checks for the same date, bay, and overlapping times. I would try the below formula
=IF(AND([Date Of Parking]@row = [Date Of Parking]1, [Bay Number]@row = [Bay Number]1, OR([Start Time]@row < [End Time]1, [End Time]@row > [Start Time]1)), "Clash", "No Clash")
Re: Formula for 24hour clock overlap - booking clashes at the same time on the same day
Smartsheet doesn't have a way to make a booking system that prevents overlaps automatically, but there is some advice you may find helpful in these posts:
Booking System in Smartsheets Forms — Smartsheet Community
Meeting Room Booking System — Smartsheet Community
Need formula to indicate double booking on the same date. — Smartsheet Community
Want to flag overlapping dates AND times — Smartsheet Community
Flagging a Date and Time Overlap — Smartsheet Community
You could create a separate sheet that is populated with formulas like Countifs, Index+Collect and/or Join+Collect to see what date & time ranges have more than one value? Eg. one row per date, one column per hour of the day, formulas looking at the main sheet to search the rows containing that day+time value. You'd want Collect or Countifs so you can provide multiple criteria looking at multiple columns.
COUNTIFS Function | Smartsheet Learning Center
INDEX Function | Smartsheet Learning Center
JOIN Function | Smartsheet Learning Center
COLLECT Function | Smartsheet Learning Center
Formula combinations for cross sheet references | Smartsheet Learning Center
Re: Meet Jacob Stey, our November Member Spotlight! 🎉
I've learned so much through the community, and I am not kidding when I say the knowledge gained here has changed my life, entirely.
Thank you all!
Re: Determine follow-up date that will trigger Workflow
Hi SherryFox,
I believe the formula you're attempting has some issues, and I have a revision that should fit your criteria.
Here’s an updated version of the formula to calculate the "Workflow Follow-up" date:
=IF(AND([Certification Complete]@row <> "Green", NOT(ISBLANK([Workflow Initiated]@row)), [Workflow Initiated]@row <= TODAY(-14)), TODAY(), "")
Explanation:
- Condition for non-green certification:
[Certification Complete]@row <> "Green"
ensures the certification is not marked as complete (Green).
- Condition for Workflow Initiated:
NOT(ISBLANK([Workflow Initiated]@row))
ensures there is a date in the "Workflow Initiated" field.
- Condition for 14 days elapsed:
[Workflow Initiated]@row <= TODAY(-14)
checks if the "Workflow Initiated" date is more than 14 days old.
- Populate "Workflow Follow-up":
- If all the above conditions are met, it populates with
TODAY()
(current date). Otherwise, it remains blank (""
).
- If all the above conditions are met, it populates with
Implementation Steps:
- Copy the formula above.
- Add it to the "Workflow Follow-up" column as a column formula or in the specific rows where you need it.
- Ensure that the "Certification Complete" column uses the exact status names (e.g., "Green", "Yellow", "Red").
If this doesn't work as intended, let me know, and we can adjust further!