Index and Match Formula

To incorporate an IFERROR, it would look like this...

=IFERROR(INDEX(COLLECT(CHILDREN(Phase2), CHILDREN($Status2), OR(@cell = "In Progress", @cell = "Not Started")), 1), "text to output if there is an error")

Do you mean you are trying to pull the phase into the comments column or are you wanting to replicate this across all columns in the top row?

If the second, you should be able to dragfill.

All comments

Bassam Khalil

Hi @Chelsea Duncan

Hope you are fine, Please add a copy of your sheet or a screenshot (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.

Andrée Starå

Hi @Chelsea Duncan

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Thank you both for getting back to me!

If a task is in progress (would have a Date Assigned but not a Date Completed yet), I would like that row of information at the top where the red box is. The formula below just addresses Phase, but the end goal is to most of the row.

For context, I will have multiple sheets that use this same information. I need to pull the current status of each into the report for a one-stop-shop for visibility. Some of the information that needs to be in the report is static and does not change at the same time as the rest of the information, the steps. I need to always bring in that static information along with it's current status. Hence, the need to show the current step and information in the top row that has the static information.

You could liken it to the sheet being the information about a pizza and the step it's in to make it. The sheet has the basic info about it - thin crust, ingredients, and then the steps it goes through - making, baking, etc. If there's multiple pizzas, I need a status on each one that tells me the basic info and what step it's in.

I hop all of that is helpful. Again, here's the formula I adapted from Excel:

=INDEX([Phase]1:[Comments]57,MATCH(0,[Date Completed]3:[Date Completed]57,-1)+1,MATCH("Phase",[Phase]1:[Comments]1,0))

I would suggest his...

=INDEX(CHILDREN(Phase2), MATCH("In Progress", CHILDREN($Status2), 0))

Then you would dragfill this across the top row to get the rest of the columns filled in.

That worked on the sheet that I gave an example of but it didn't work on this sheet, which is basically the same.

Also, I wanted to add Not Started to In Progress, would that be:

=INDEX(CHILDREN(Phase2), MATCH(OR("In Progress", "Not Started", CHILDREN($Status2), 0))

NoMatch.PNG

That's odd that it didn't work on the second sheet. Double check that rows 3+ are in fact indented below row 2.

To be able to include other variables, we will actually need to change over to an INDEX/COLLECT.

=INDEX(COLLECT(CHILDREN(Phase2), CHILDREN($Status2), OR(@cell = "In Progress", @cell = "Not Started")), 1)

That was it, the sub-items! So, can I use IFERROR if there is no match? If so, how would I write that using your formula above?

To incorporate an IFERROR, it would look like this...

=IFERROR(INDEX(COLLECT(CHILDREN(Phase2), CHILDREN($Status2), OR(@cell = "In Progress", @cell = "Not Started")), 1), "text to output if there is an error")

Everything works perfectly! Thank you so much for all your help! Have a great day!

Happy to help. 👍️

Sorry Paul, one more thing please:

I really need to index from the Phase column to the Comments column. How would I do that? I tried:

=IFERROR(INDEX(COLLECT(CHILDREN(Phase2:Comments2), CHILDREN($Status2), OR(@cell = "In Progress", @cell = "Not Started")), 1), "")

Of course, not working.