Evaluate 4 columns with an OR then a fifth column with an AND
I have four status columns which have Red, Yellow, and Green options in my list of projects. I want to count how many projects (rows) have at least one Red. Then, I have a 5th column that if checked, I want to exclude from the count. I have this logic producing a row report for a dashboard. Now I want just the metric.
Any assistance would be greatly appreciated!
Answers
-
Hi @Scott at AC
The way I would do this is to add together 4 COUNTIFS Functions.
Ex:
=COUNTIFS() + COUNTIFS() + COUNTIFS() + COUNTIFS()
Each formula would count the number of rows that have Red in one of your Status columns and the "unchecked" value.
=COUNTIFS([Overall R/Y/G]:[Overall R/Y/G], "Red", Exclude:Exclude, 0) + COUNTIFS([Schedule R/Y/G]:[Schedule R/Y/G], "Red", Exclude:Exclude, 0) ... etc
You can put this formula in a Sheet Summary field, then reference it in a Metric Widget on your Dashboard.
Keep in mind this will create a double COUNT if any of your rows have a Red in more than one column, is this the correct Metric? If not, I would add a Helper Column in my sheet to check a box if your criteria is met Per Row, then Count by this helper column instead.
Ex:
=IF(AND(OR([Overall R/Y/G]@row = "Red", [Schedule R/Y/G]@row = "Red", [Budget R/Y/G]@row = "Red", [Scope R/Y/G]@row = "Red"), Exclude@row = 0), 1, 0)
Let me know if this works for you!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
You gave me a really good idea. The 'Helper Column' on the source sheet. If one or more columns (Overall, Scheduled, etc.) are Red, then the box is checked for that row. Then I simply need to count the Helper Column.
Thank you!
Scott
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!