Show next pending task in Summary
Hello,
I am trying to show the next pending (open) task in Summary, so it will show on my Summary report as well. In the summary report I also want to show the delivery date for that task.
Basically if the previous task is Completed (checked), then I want the next one to show in Summary.
I am trying an IF and VLOOKUP formula but its not working.
Any ideas please?
Thanks a lot!
Answers
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Are your tasks in chronological order, or do we need to account for predecessors and dependencies? Are you able to provide a screenshot for reference?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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No predecessors or dependencies.
I want to show the active task (and the delivery date) on my summary report.
Thanks.
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Try this...
=INDEX(Milestone:Milestone, MATCH("In Progress", [Current Status]:[Current Status], 0))
=INDEX([Initial Delivery date]:[Initial Delivery Date], MATCH("In Progress", [Current Status]:[Current Status], 0))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul, thanks.
The first one worked, but I prefer to use the 'Completed' column as the trigger instead of Current status. Reason is because I may have tasks that are not in progress, but I still want to show them as "Next Milestone" in the report.
I am trying this, but is not working
=INDEX(Milestone:Milestone, MATCH("Checked", [Completed]:[Completed]))
I want to do the same for the delivery date.
Any ideas please?
Thanks!
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Ok. Try this then...
=INDEX(COLLECT(Milestone:Milestone, [Current Status]:[Current Status], @cell <> "", Completed:Completed, @cell <> 1), 1)
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Many thanks, this worked.
However its not working for the date:
=INDEX(COLLECT([Initial delivery date]:[Initial delivery date], [Current Status]:[Current Status], @cell <> "", Completed:Completed, @cell <> 1), 1)
Any ideas why?
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