IF Statements and Summing Children

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Hi there - I need a hand with a formula. I'm trying to do the following:

Show the difference between Budgeted Amount and Quote Amount unless there is a value in the Actual Amount column, then I'd like to show the difference between the Budgeted Amount and the Actual Amount. But I only want to calculate those values if the Quote Amount AND the Actual Amount aren't blank. If Actual Amount and Quote Amount are blank, the Budget Over/Under Column should be "0". And the formula should calculate the difference if it's a child, otherwise, it should show the sum of the children.

I'm so close but it seems that the IF/OR statement has thrown me off the trail. Could someone please lend a hand?

Here's the formula that worked prior to me realizing I only wanted the formula to run if both Quote Amount and Actual Amount were blank:

=IF([Actual Amount]@row > 1, IF(COUNT(CHILDREN()) = 0, [Actual Amount]@row - [Budgeted Amount]@row, SUM(CHILDREN())), IF(COUNT(CHILDREN()) = 0, [Quote Amount]@row - [Budgeted Amount]@row, SUM(CHILDREN())))

And here's a screen shot. The formula goes in the Budget Over/Under Column


Best Answer

  • SoS | Dan Palenchar
    SoS | Dan Palenchar ✭✭✭✭✭✭
    Answer ✓
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    @Beth Fantozzi 1

    I got you - use this:

    =IF(COUNT(CHILDREN()) > 0, SUM(CHILDREN()), IF(AND(NOT(ISNUMBER([Quote Amount]@row)), NOT(ISNUMBER([Actual Amount]@row))), 0, IF(ISNUMBER([Actual Amount]@row), [Budgeted Amount]@row - [Actual Amount]@row, [Budgeted Amount]@row - [Quote Amount]@row)))

    It ends up looking like this:










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    👨🏼‍💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner

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    👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting | Smartsheet Aligned Gold Partner

    If this helped, help me & the SSC by accepting it and reacting w/💡insightful, ⬆️ Vote Up, and/or ❤️Awesome.

    PS - If you have a follow up response use @Dan Palenchar so I get notified of your reply!

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