Returning a symbol value for parent-child relationship across smartsheets


I have two sheets. One provides information for each project by the project vendor, the other links a project to it's multiple vendors. In the second sheet, I want to pull over the project at with at risk TAT status symbol for that project, so I can see across vendors the total project risk.

Here is Sheet 1 (summarises data at the Vendor level). Each vendor has several dependent child projects.

Here is Sheet 2, which Project level data across vendors. I've highlighted the ones that have a matching sheet 1 risk symbol, I would like to automatically pull through, if there is a match to sheet 1 project listed for the child vendor.

Can you help me with this, I've been trying to solve for it, and I just can't get anywhere, and am pretty sure it can be done, I just haven't cracked how.




  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭

    Hey @Susan Pattison

    Try this. Make sure your Sheet2 Project Vendor Risk Level is a Symbol column with RYG.

    This will only put a symbol in the child rows. Your Parent rows will remain blank.

    =IFERROR(IF(COUNT(CHILDREN([Project / Vendor Name]@row)) = 0, INDEX({Sheet 1 #Project with at Risk TAT}, MATCH(PARENT([Project / Vendor Name]@row), {Sheet 1 Projects}, 0))), "")

    From the screenshot there wasn't evidence of duplication of Project numbers and Vendors, so the Index/Match will work. If there is more than a single criteria to match (in this case the formula only looked at the project number), then instead of Index/Match, we would consider one of the Collect functions.

    Does this work? Let me know and we'll continue to tweak until we get it right.



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