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Formula help: if project type = x then sum revenue?
I'm having a bear of a time with forumlas (as you can see from my posting history). I'd like to add up the MRR by project type automatically. I'm currently calculating this by hand and it is time consuming and error prone. See screen shot. I'd like to count the total MRR for all projects labeled MgdServ as an example. Is…
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When 'complete', date to be auto-filled
Hello! I'm trying to setup a project plan for when a task is marked 'complete' it auto-fills the 'Finish Date' column. Would I use an If, then formula? If so, what would that formula look like? Thanks! Crystal
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Vlookup woes
I'm trying to do a VLOOKUP and am getting the result #NOMATCH for all entries. Essentially I want to look in the Instructor column in Sheet A, check Sheet B and find the Instructor name and return their ID number. The Instructor names are in the first column of Sheet B, like they're supposed to be, and the IDs are in the…
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CountIFs with FIND
Below formula is showing incorrect argument set. =COUNTIFS(Name3:Name356, "", [Position Title]3:[Position Title]356, "Billing Specialist", [Req Status]3:[Req Status]356, "Open", [Dept Name & Cost Center]3:[Dept Name & Cost Center]355, FIND("10", @cell) > 0) Tying to count rows that is blank in the Name column, with…
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Additional workflow/automation actions
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example),…
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Feature Request: Programmatically access parent information from child in automated messages
A lot of the users consuming my automated alerts complain that the tasks don't have enough contextual information. For instance, "start marketing research" doesn't include the parent information of "Awesome Campaign #3". Need a way to include parent information in automated messages. For example, "Hi {{Assigned To}}! The…
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Best Formula
I have a construction schedule with start and finish dates. I want the check boxes for the at risk column to automatically check off if the project is late starting or late finishing. Can anyone help me craft the appropriate formula for this? Is there a good formula for this? I was thinking it would be an if then formula…
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VLookup - Multiple Searching Criteria
Hi all, I am struggling to find a way that allows Vlookup to search with multiple criteria in two columns. Referring to the screenshots - On the worklist sheet my aim is to VLookup into the Forms Testing Sheet and the criteria be both the agent name (Row two on the Worklist) and The Week Numbers above (Row one on the…
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Automate [Actual Finish] based on when [% Complete] reaches 100%
I can't trust taskees to update [Actual Finish] reliably, so automation seems to be the key. I want to automate [Actual Finish] based on when [% Complete] reaches 100% I have really tried to bang my head through this, but to no avail. I keep running into endless updates of [Actual Finish] or #CIRCULAR REFERENCE issues.…
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Countifs with AND/OR
Hi There I have a Countifs that is counting the number of projects that are healthy (Green), marked as "prioritized", are "in progress" and match a particular category. This works great, except I'm trying to expand this to look for "in progress" projects OR "not started" projects, but maintain all the other AND criteria..…