Add three criterion -one with a checkbox

Carrie Tortorella
Carrie Tortorella ✭✭✭
edited 07/01/21 in Formulas and Functions

Hello! I can combine two criterion such as a date deadline is equal to a month (e.g. April) and if a status is one of the dropdown selections (e.g. Not Started):

=COUNTIFS([Price Sheet Deadline]:[Price Sheet Deadline], IFERROR(MONTH(@cell), 0) = 4, [Round #3 Price Sheet Status]:[Round #3 Price Sheet Status], "Not Started")

But I also need to add a third criterion to check if a column has a checkbox checked with checked = Yes and not checked = No. (e.g. Yes/No, or 0/1) which is a data point if a contract was renewed (=checked) or not yet renewed (=not checked). How would I add that to this formula?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Carrie Tortorella

    I hope you're well and safe!

    Try something like this.

    =COUNTIFS([Price Sheet Deadline]:[Price Sheet Deadline], IFERROR(MONTH(@cell), 0) = 4, [Round #3 Price Sheet Status]:[Round #3 Price Sheet Status], "Not Started",ContractStatus:ContractStatus,1)

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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  • @Andrée Starå Thank you - that worked! Have a great day!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Carrie Tortorella

    Excellent!

    You're more than welcome!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Carrie Tortorella
    Carrie Tortorella ✭✭✭
    edited 07/02/21

    Hello - just let me know if I should start a new thread. I need a distinct count of a fourth field added to this too. Here is the result from above:

    =COUNTIFS([Price Sheet Deadline]:[Price Sheet Deadline], IFERROR(MONTH(@cell), 0) = 7, [Round #3 Price Sheet Status]:[Round #3 Price Sheet Status], "Billing Approved", [Account has Updated Renewal Added to SY21-22 TL]:[Account has Updated Renewal Added to SY21-22 TL], 1)

    And I want to add a distinct count of Price Sheets. How would I fit this into the above formula? I tried this but it didn't work:

    =COUNTIFS(DISTINCT(COLLECT([Price Sheet]:[Price Sheet},[Price Sheet Deadline]:[Price Sheet Deadline], IFERROR(MONTH(@cell), 0) = 7, [Round #3 Price Sheet Status]:[Round #3 Price Sheet Status], "Billing Approved", [Account has Updated Renewal Added to SY21-22 TL]:[Account has Updated Renewal Added to SY21-22 TL], 1))

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