Adapting an Existing Formula

TanyaMac

Hi, I would like to adjust the formula that comes with the Project Management Office Templates. The Smartsheets template comes with this formula in the "Portfolio Metrics" sheets in the Total column and on the In Progress row. =COUNT(COLLECT({Project ID}, {Project Status}, $Label@row)). I would like to change Project ID to Programme Group (I know how to do this) what I would also like to do is only for it to only select "Clinical Operation Service Transformation" data in that Programme Group. Can I do this and if so how? We have a large PMO with a number of subdivisions so I need to break the data out into groupings.

Thanks so much

florian.zbinden7

hello @TanyaMac

I think you should adjust the formula like on this sheet :

add "{Project Category}, [Category 1]$1)" at the end of your formula, or just "{Project Category}, "Clinical Operation Service Transformation")" if you want to hardcode the "Clinical Operation Service Transformation".

hope this helps,

Florian

TanyaMac

Thanks so much for getting back to me so quickly. That works for the row - 'Not Started' but how should I adapt it so that I can change the formula in Project Schedule Health so that it also pulls in the data from "Clinical Operation Service Transformation" data in that Programme Group?