Need help with Harvey Ball roll up formula
I have a parent row with child rows. What I'm trying to do is have the parent row automatically change to update the status of the combined child rows when selections are present. I am using the Harvey Balls with the check mark (Yes - Green), exclamation point (Hold - Yellow) and x (No - Red) in them. I would like the red harvey ball to drive the status of the parent row whenever that selection is present. However, if there are no red selections present and there are only "Hold - Yellow" and "Yes - Green" selections, I would like the hold selection to drive the parent row. Finally if all of the rows have green selections then I would like the parent row to display that. I haven't found anything regarding this type of formula. I've tried several that have been suggested but nothing works. It may not be possible but I figured I would ask to see if anyone could provide some insight. Thanks!
Best Answers
-
You could try something like this...
=IF(CONTAINS("No", CHILDREN()), "No", IF(CONTAINS("Hold", CHILDREN()), "Hold", "Yes"))
-
Nice! Thanks Paul it worked! Much appreciated sir.
-
Try something like this...
=IF(COUNTIFS(CHILDREN(), "") > 0, "", IF(CONTAINS("No", CHILDREN()), "No", IF(CONTAINS("Hold", CHILDREN()), "Hold", "Yes")))
-
Thanks for replying so quickly. That worked! Thanks again Paul much appreciated.
Answers
-
You could try something like this...
=IF(CONTAINS("No", CHILDREN()), "No", IF(CONTAINS("Hold", CHILDREN()), "Hold", "Yes"))
-
Nice! Thanks Paul it worked! Much appreciated sir.
-
Happy to help! 👍️
-
Paul, another quick question. What if I wanted to have the parent row remain blank if any of the children rows are blank indicating that the group can't be reviewed until all of the tasks have been answered per se. I tried inserting the ISBLANK function but it doesn't work. I'm still reviewing the "Save Time and Increase Efficiency video" Really hoping to get a complete grasp on these formulas. Thanks again sir.
-
Try something like this...
=IF(COUNTIFS(CHILDREN(), "") > 0, "", IF(CONTAINS("No", CHILDREN()), "No", IF(CONTAINS("Hold", CHILDREN()), "Hold", "Yes")))
-
Thanks for replying so quickly. That worked! Thanks again Paul much appreciated.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!