Summary of Children

Hello,

I want to sum up budgets for 2025 - but only for children rows (as I use the sum(children()) function in the parent rows - parents rows cannot be assigned to a specific year).

The following function does not work:

=SUMIFS([Budget]:[Budget]; (date:date); IFERROR(YEAR(@cell ); 0) = 2025);

(Task:Task);COUNT(CHILDREN(Task@row)) = 0)

Any hints?

As a workaround, I could define a helper column.

Kind regards,

Dirk

Answers

  • Jennifer Kurtz
    Jennifer Kurtz ✭✭✭✭✭✭
    edited 11/19/24

    Hi @Dirk -

    As a start, it looks like you have some semicolons in your formula instead of commas. (Wasn't sure if that was just a typo here in the post — but semicolons won't work in the actual formula. They'd need to be commas. :) )

    One idea that may help to simplify your formula would be to use a "Level" helper column (or, call it whatever you like!), where you count the ancestors. E.g., =COUNT(ANCESTORS()). Then, you could use that as the criteria to identify the child rows (i.e., a value >0 in that column).

  • Hi Jennifer, thanks for your reply! The semicolons are not a problem. Seems that they are automatically replaced by commas in SmartSheets.

    With the use of a helper column I could already resolve this issue. Still, I was looking for a more elegant way to directly calculatet this in my sheet summary.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!