countifs question

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Hello all. I wonder if someone could provide some direction for the following:

I have created a simple stock management process for our IT department to control the ins/outs of "hotswap" laptop devices. We have created a column (Amber Level) which is an agreed level of stock for each department and device type. This is typically between 2 and 5 devices.

Once the Current stock drops near, on or below the amber level above, I need a formula to calculate a status in a separate field (hot swap status). I can then run conditional formatting to add Red Amber Green to each hot swap status, so the team know which device to prioritise building next.

So what I think I need is a countifs statement with an OR, but have no idea how to achieve it as all the examples I see are for 2 variables, whilst I need to accommodate a single countifs statement covering where

  • Current Status is > amber level, then hotswap status is "No Action Required"
  • Current Status is = amber level, then hotswap status is "Running Low"
  • Current Status is < amber level, then hotswap status is "Build Now"

Thank you in advance for any help you might offer.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @stuartr

    I hope you're well and safe!

    Try something like this.

    =
    IF(OR([Current Status]@row = "", Amber@row = ""), "", 
    IF([Current Status]@row > Amber@row, "No Action Required", 
    IF([Current Status]@row = Amber@row, "Running Low", 
    IF([Current Status]@row < Amber@row, "Build Now"))))
    

    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!

    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.

  • stuartr
    stuartr ✭✭✭✭✭
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    Wow @Andrée Starå - bullseye. It worked perfectly. Thanks so much for such a quick reply.

    It seems so simple now, 3 separate if statements separated by a comma!

    I hope you are also well

    Kind regards

    Stuart

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @stuartr

    Excellent!

    You're more than welcome!

    Sometimes, it's simpler than we think when we look at an issue. Been there, done that!

    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.

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