Sheet Summary issue - How to exclude Parent rows from the Counts
I would like to set up Sheet Summary to show a counts of Open Tasks, and Completed Tasks - based on the column "Done" being checked or not.
The "Parent rows" are for reference only, they are not Tasks and shouldn't be counted in the Summary Sheet. How can we exclude them from the Summary Sheet counts?
Comments
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Add in an additional checkbox type column called "Child" and enter this formula:
=IF(COUNT(CHILDREN([Task Name]@row)) = 0, 1)
.
This will check the box if it is a child row. Then you can include this range/criteria in your original formulas.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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this worked great 90%. we still need to hammer out a piece on the Overdue counts, but pretty sure we can resolve. thanks for the help!
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Happy to help!
Let us know if you want any help on that last piece.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Jon,
Here's another option for Paul's excellent suggestion.
I use this one all the time in my client solutions. I name the column Level and use that to simplify conditional formatting and more.
Try something like this.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0; COUNT(ANCESTORS()) + 1)
The same version but with the below changes for your and others convenience.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS()) + 1)
Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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