Auto Number to Reset Daily (PO #)

Auto Number to Reset Daily (PO #)

I'm trying to create a PO #. They want to include the date and a sequential number in the PO #, e.g.

2020031100005

2020031100006

I can use the "Auto-Number" function, BUT... they want the number to reset back to 1 for the next date... which auto-number doesn't do.

Is there a way to do a running count that would basically add a number for each row added on a given day?

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    As a possible workaround, the third-party service, Zapier, could be an excellent option for this scenario.

    Is that an option for you?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Unfortunately, Zapier isn't an option for us at this time. I did find a way to make it work - it's not ideal, but it works.

    I have a header row where this column ("Reset PO") = 0

    =IF([PO Date]@row = [PO Date]5, [reset PO]5 + 1, 1)

    It's looking at the PO Date in the previous row. If it's the same date as the current row, it adds 1 to the the Reset PO # from the previous row. If the current row is a different date, it starts with 1.

  • Paul NewcomePaul Newcome ✭✭✭✭✭
    edited 03/12/20

    There is another option...


    =COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row)

    This will give you the sequence for the count for the date.


    =YEAR([PO Date]@row) + "" + MONTH([PO Date]@row) + "" + DAY([PO Date]@row)

    This will output the date as yyyymmdd


    Now we use an IF statement to insert the leading zeros before the COUNTIFS to make then all the same length (00001 - 99999 kind of thing).

    =IF(COUNTIFS(.............) < 10, "0000", IF(COUNTIFS(............) < 100, "000", IF(COUNTIFS(..........) < 1000, "00", IF(COUNTIFS(............) < 10000, "0")))) + COUNTIFS(............)


    We drop the COUNTIFS in the above to give your zero filled count:

    =IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 10, "0000", IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 100, "000", IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 1000, "00", IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 10000, "0")))) + COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row)


    Finally we drop the date portion of the sequence into the beginning, and you should have the numbers you are looking for...

    =YEAR([PO Date]@row) + "" + MONTH([PO Date]@row) + "" + DAY([PO Date]@row) + IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 10, "0000", IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 100, "000", IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 1000, "00", IF(COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) < 10000, "0")))) + COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row)

  • Thanks - that would work....

    =COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row) would give a sequential date, but I've used that formula (or one similar) before for other things and have had issues with performance getting bogged down when my sheets get large (with that said, it's something Smartsheet is working on).

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    =COUNTIFS([PO Date]$1:[PO Date]@row, [PO Date]@row)


    Should not give a sequential date but a sequential number based on the date.


    In all reality... Any formula can cause performance issues on larger sheets. A lot of it depends on what else you also have going on. I have one sheet that is only about 700 rows long. There are a handful of basic formulas in every row (to include a variation of the above). That doesn't slow down too much. It's when I add in the additional 20x23 section of wicked complex formulas that it runs REALLY slow. It can take upwards of 10-15 minutes for the sheet to process something as simple as the addition of a finish date. Ugh! I too have reached out to Smartsheet and gotten the same reply that they are working on the performance issues. Hopefully they are able to upgrade sooner rather than later.

  • Oops - that was a typo - number, not date.

    My formulas must not be too complex - so far this one (or the one that was similar) was the only one that gave me a performance issue.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I'm surprised that shorter one gives you an issue. Either way...


    It will work to produce your sequential yyyymmdd######, but with the drawback of it causing you performance issues. I can't think of any other way to accomplish what you are wanting though.


    I do wonder if maybe it has to do with dates because all of my more complex formulas that cause issues are date based.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @MCorbin

    I saw that Paul answered already!

    Let me know if I can help with anything else!

    Best, 

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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