Summarize tasks for assigned teammate on an intake tracker

Hi there - I am not understanding how to use this COUNTIFS formula above. I am in the process of creating a SmartSheet dashboard for my team from an intake tracker we have. I would like to use the metrics widgets which require sheet summary formulas.

Problem - I am trying to create a sheet summary of how many current tasks are assigned to a specific resource - we have 9 teammates that are assigned to these tasks but the assigned column is by email and we have 5 different priority categories. is there any way I can get some help on the below formula on how to actually input it? Currently I am getting unsparseable

=COUNTIFS({Range - Assigned To}; Assigned@row; {Range - Status}; "In Progress")

where do I input the teammates email in this and the priorities? Status could work to for the example and I can reverse engineer.

it's an intake tracker with constant tickets being assigned to different teammates

Answers

  • Mike TV
    Mike TV ✭✭✭✭✭✭
    edited 06/24/22

    @Rhett

    Try modifying it like this:

    =COUNTIFS({Range - Assigned To}, =Assigned@row, {Range - Status}, ="In Progress")

  • Rhett
    Rhett ✭✭
    edited 06/24/22

    @Mike TV where do I plug in the email? Their name populates in multiple rows so would it be something like this?

    =COUNTIFS({Range - Assigned}; =first.last@gmail.com; {range -status}; ="in progress")

    I could also be using the wrong formula

    I have 3 columns I am looking to pull information from: priority, status, and assigned

    Priority = p1, p2, p3, p4, p5

    Status = in progress, submitted, assigned, complete

    Assigned = first.last@gmail.com (this is dynamic as a new ticket comes in round robin for assignees)

    I am looking to make a sheet summary formula for how many P1 tasks are assigned to first.last@gmail.com that are in progress

  • Hi @Rhett

    Yes, that's where you'd put the email, but you'd need to list it in quotes:

    =COUNTIFS({Range - Assigned}; = "first.last@gmail.com"; {range -status}; ="in progress")

    If you're looking to also count how many of these are "P1", you'll just need to add in an additional range and criteria, like so:

    =COUNTIFS({Range - Assigned}; = "first.last@gmail.com"; {range -status}; ="in progress"; {range - Priority); = "P1")

    If you're still getting an error, it would be helpful to see screen captures but please block out sensitive data.

    Cheers,

    Genevieve

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