Impact Urgency Matrix

Any chance anyone has built an Impact Urgency matrix in Smartsheet? We have a project prioritization step in our project management process flow and we are looking to prioritize the Impact and urgency based on a matrix of High, Medium, Low. The if(and formula looks to be rather large. I have an intake sheet were we complete the impact and the urgency by placing a high medium and low in their respective cells. I have another sheet linked to the project name, the impact and urgency cells. Now I want to look at the value in the impact and urgency cells in the linked sheet and assign either a High, Medium, or Low. This will allow me to build and auto populate matrix report. Am I going about this the right way?


Thanks,

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    I would suggest a table with three columns. One will house the options for Impact. Another will be the Urgencies, and the third will be the desired outputs.


    Going down the rows, fill in every possible variation (it shouldn't be too many if there are only three options for each), and then you can use an INDEX/COLLECT to grab the output.

    =IFERROR(INDEX(COLLECT({Reference Table Output Column}, {Reference Table Impact Column}, @cell = Impact@row, {Reference Table Urgency Column}, @cell = Urgency@row), 1), "")

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

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Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    I would suggest a table with three columns. One will house the options for Impact. Another will be the Urgencies, and the third will be the desired outputs.


    Going down the rows, fill in every possible variation (it shouldn't be too many if there are only three options for each), and then you can use an INDEX/COLLECT to grab the output.

    =IFERROR(INDEX(COLLECT({Reference Table Output Column}, {Reference Table Impact Column}, @cell = Impact@row, {Reference Table Urgency Column}, @cell = Urgency@row), 1), "")

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Bosakie
    Bosakie ✭✭✭

    Thanks for this, it did the trick.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Happy to help. 👍️

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

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