Layered functionality
Hello community!
I have a master project sheet that is auto populated from an intake form for entire organization. I am setting up different division portfolio metrics. Each division has multiple "locations" within it. I am currently looking to modify the Portfolio metrics sheet for "projects by status." My issue is that I am referencing the master sheet so I need some filtering that only affects the division I am working on. I was able to create a formula to list just the number of projects that met the "location" requirement for that division. This essentially acts as the filter.
=COUNTIF({Location}, ="Dept. 9-10") + COUNTIF({Location}, ="Dept. 9-11") + COUNTIF({Location}, ="Dept. 9-12") + COUNTIF({Location}, ="Dept. 2-21") + COUNTIF({Location}, ="Dept. 2-23") + COUNTIF({Location}, ="Dept. 2-24") + COUNTIF({Location}, ="CLE-Electronics Factory") + COUNTIF({Location}, ="Machine Division")
Now I would like to count the number of projects by status within those locations. I am using the below formula but it is not taking into account the "filter" for location before collecting the status from the label row.
=SUMIF({Location}, ="Dept. 9-10") + SUMIF({Location}, ="Dept. 9-11") + SUMIF({Location}, ="Dept. 9-12") + SUMIF({Location}, ="Dept. 2-21") + SUMIF({Location}, ="Dept. 2-23") + SUMIF({Location}, ="Dept. 2-24") + SUMIF({Location}, ="CLE-Electronics Factory") + SUMIF({Location}, ="Machine Division") + COUNT(COLLECT({Location}, {Activity Status}, $Label@row))
There may be a much simpler way to accomplish this task, but any help would be greatly appreciated!!
Answers
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Try your first formula idea where you used COUNTIF() + COUNTIF() + COUNTIF() but use a series of COUNTIFS instead so that you can use a range/criteria set for the department, location, status, etc. all within each COUNTIFS.
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@Paul Newcome @James Keuning @Andrée Starå
Thank you for the suggestion on the approach/strategy. I think I am close but keep receiving an invalid operation error and can't seem to pinpoint it.
=SUM(COUNTIFS({CI Activity Master Sheet Status}, "In Progress", {CI Activity Master Sheet Location}, {"Dept. 9-10", "Dept. 9-11", "Dept. 9-12", "Dept. 2-21", "Dept. 2-23", "Dept. 2-24", "CLE-Electronics Factory", "Machine Division"}))
"CI Activity Master Sheet Status" and "CI Activity Master Sheet Location" are the columns referenced on a different sheet.
"In progress" is the first criteria to count and all the departments listed is the second criteria.
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No. You would work it similar to your first formula where you have
=COUNTIF() + COUNTIF() + COUNTIF()
but instead you would use a series of COUNTIFS so that you can include multiple range/criteria sets within each.
=COUNTIFS() + COUNTIFS() + COUNTIFS()
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