Formula for summarized health indicators for discrete categories

edited 12/09/19 in Formulas and Functions


Perhaps this has been answered elsewhere - in which case I appreciate being redirected. 

I am trying to determine if it is possible to create formulae that summarizes a health indicator symbol (Red, Yellow, Green) across multiple rows in a sheet, when further categorized by a variable in another column. So, in other words, I am trying to get a aggregate health symbol across each row/task in a given project, by task type category. This variable is "Task Type" (which includes 4 items: Training, Evaluation, Marketing, and Leadership). 

Is this feasible and, if so, what recommendations would you have for parsing out the formula?

Happy to provide further information in case this is coming across garbled. 



  • Debbie Sawyer
    Debbie Sawyer ✭✭✭✭✭✭

    Hello Bryan

    Yes - it is possible to summarise data on more than 1 column in a row (if that is what you are asking!)

    Using the =SUMIFS() to total values in a column where the health status is X and the TaskType is Y or =COUNTIFS() to see how many entries match a health status being X while the TaskType is Y.

    I'd be happy to help formulate the function with you if you are willing to leave a little more information about the scenario you have.

    Kind regards

    Debbie Sawyer Consultant & Training Manager



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