s there a way to have the Status roll-up here?
Is there a way to have the Status roll-up here? Meaning, can the row show a status based on what is noted in the Child?
As an example, there are 4 rows under this parent. If the average was OnTrack, then the overall goal is OnTrack and so the status would change to OnTrack?
Best Answer
-
You'd have to determine what the criteria is to determine what would be displayed for the overall health at the parent level, but you can absolutely do this.
Here's an example using RYG:
=IF(COUNTIFS(CHILDREN(), "Red") > 1, "Red", IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", IF(COUNTIFS(CHILDREN(), "Yellow") > 1, "Yellow", "Green")))
Here's a breakdown of what this formula does:
=IF(COUNTIFS(CHILDREN(), "Red") > 1, "Red", - Count how many children have a red symbol, if it's greater than 1, display Red at Parent level.
IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", - Count how many children have a red symbol, if it's greater than 0, display Yellow at the Parent level.
IF(COUNTIFS(CHILDREN(), "Yellow") > 1, "Yellow", "Green" - Count how many children have a yellow symbol, if it's greater than 1, display yellow at the Parent level, if not display Green.
You just need to determine the criteria. i.e. Do you want the overall health check symbol to display red when one of the children has a red symbol?
I hope that gives you a better idea on how you can accomplish the overall Parent Level heath check.
Answers
-
You'd have to determine what the criteria is to determine what would be displayed for the overall health at the parent level, but you can absolutely do this.
Here's an example using RYG:
=IF(COUNTIFS(CHILDREN(), "Red") > 1, "Red", IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", IF(COUNTIFS(CHILDREN(), "Yellow") > 1, "Yellow", "Green")))
Here's a breakdown of what this formula does:
=IF(COUNTIFS(CHILDREN(), "Red") > 1, "Red", - Count how many children have a red symbol, if it's greater than 1, display Red at Parent level.
IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", - Count how many children have a red symbol, if it's greater than 0, display Yellow at the Parent level.
IF(COUNTIFS(CHILDREN(), "Yellow") > 1, "Yellow", "Green" - Count how many children have a yellow symbol, if it's greater than 1, display yellow at the Parent level, if not display Green.
You just need to determine the criteria. i.e. Do you want the overall health check symbol to display red when one of the children has a red symbol?
I hope that gives you a better idea on how you can accomplish the overall Parent Level heath check.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.4K Get Help
- 447 Global Discussions
- 144 Industry Talk
- 479 Announcements
- 5.1K Ideas & Feature Requests
- 85 Brandfolder
- 151 Just for fun
- 72 Community Job Board
- 490 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 302 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!