Average Collect Formula to consider Quarter and Half of Year without help column

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Hello Smart-Heads!

I hope you guys are doing great! I am diving deeper and deeper into the abyss of smartsheet formulas, yet I would appreciate your help!

I am calculating average quality results in percentage, per team and per individual. With monthly results was pretty easy, as raw file includes column with month, see:

=IFERROR(AVG(COLLECT({PC_QA_Avg}; {PC_Reviewer}; $[Grand (Total)]@row; {PC_QA_Month}; Jan$2; {PC_MP}; $[Grand (Total)]$1)); "")

The problem is with Quarters and Half-Years. Raw data does not include this information in columns.

I have created help columns updated manually with applicable information, see:

I could have created an additional sheet with month // quarter // year and use vlookup, but I know that formula won't work with another formula results.

Desired formula should express something like this:

For Q1'23:

=IFERROR(AVG(COLLECT({PC_QA_Avg}; {PC_Reviewer}; $[Grand (Total)]@row; HERE CONSIDER Jan'23 Feb'23 and Mar'23 from column Month; {PC_MP}; $[Grand (Total)]$1)); "")

Is there an option to use in this case AND formula?

As for now, I created walk around solution and have results, but moving forward, I don't want to update Quarter and Half-Year columns manually every time when bulk results are required.

=IFERROR(AVG(COLLECT({PC_QA_Average}; {PC_Reviewer}; $[Grand (Total)]@row; {PC_QA_Quarter}; [Q1'23]$1; {PC_MP}; $[Grand (Total)]$1)); "")

Thanks in advance for great as always support!,

Roman

Answers

  • Hollie Green
    Hollie Green ✭✭✭✭✭✭
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    You can include AND to bring in all the months within a Quarter/Half Year. It would mean updating your formula each Quarter and Half Year to bring in the correct results. If your raw data has a created date column that actually is always within the Quarter or half year you can also use that and greater than and less than in your formulas. I like this way best because I can add to my sheet summary some start and end date fields and reference those in the formula so I don't have to go in and manually update the formulas just those fields.

    Below is how to incorporate the And in the formula

    =IFERROR(AVG(COLLECT({PC_QA_Average}; {PC_Reviewer}; $[Grand (Total)]@row; {Month reference};AND(@cell>1;@cell<4; {PC_MP}; $[Grand (Total)]$1)); "")

  • Romano el Polako
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    Hey,

    Thank you for an update. Unfortunately, I don't have a column with month number, only option is to use regular names, like Jan'23, Feb'23 etc.

    I have tried to adjust the formula but getting an error (Unparseable).

    =IFERROR(AVG(COLLECT({PC_QA_Average}; {PC_Reviewer}; $[Grand (Total)]@row; {PC_QA_Month}; AND(@cell="Jan'23"; @cell="Feb'23"; @cell="Mar'23"); {PC_MP}; $[Grand (Total)]$1)); ""))

    Do you maybe know what I messed up here?

    Thanks,

    Roman

  • Romano el Polako
    Options

    Hello Team,

    I hope you are doing great, is there anybody willing to help on my last clarification?

    Thanks in advance,

    Roman

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