Status Roll Up to Parent

Hi, I have a column that has the following status distinctions:

  • Remove
  • Not Started
  • In-Process
  • Final Draft
  • Ready for Group Review
  • Group Review Complete
  • Final
  • TechPubs Complete
  • PTP-In Process
  • PTP-Approved

I am looking for a formula that would be set for the parent but only show:

  • Not Started
  • In Process
  • Complete

How should this be written?


Thank you!

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Answers

  • You could add another column Reporting where you place an x for the 3 distinctions. When you do your rollup reporting add the "Reporting" column and apply a filter that pulls in Reporting data where the cell is not blank.

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