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
-
Try modifying it like this:
=COUNTIFS({Range - Assigned To}, =Assigned@row, {Range - Status}, ="In Progress")
-
@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
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 439 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 67 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!