Summary field = date selected from project plan

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So I have a standard project plan with timeline / gantt chart.

Start date = [Start] and end date = [Finish]

I have several mini projects in my smartsheet so have used the level calculation to detect level = 0 for start of my mini projects with levels 1 onwards for the children tasks

I have successfully written the formual to count how many tasks have been not started, in progress, complete for each project identified by the Project Element field e.g.

=COUNTIFS(Status:Status, "In Progress", [Task Name]:[Task Name], <>"", Level:Level, >1, [Project Element]:[Project Element], ="Control Tower Transport")

However - I now want to pick up the Start field value where the Level =0 (or <1 whichever) and the Project Element = "Control Tower Transport]

So I tried this but get unparsable

=IF(Level=0, IF([Project Element]=”Control Tower Transport”],Start))

It works if I add the row number but that changes as I add more lines etc.

I think I am missing something obvious but just need some help please


Many thanks as always for the anticipated help & support

Cheers

Sue

Sue Rogers

AmerisourceBergen - MWI Animal Health

Business Analyst

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Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    Hi @SueinSpain

    I hope you're well and safe!

    I'd recommend selecting the actual cell directly for each mini-project. The reference will update itself when there are new rows are added.

    Would 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, Awesome, 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

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • SolutionSal
    Options

    Hi Sue! if the formula you provided is an exact copy of what you have in your cell then I see the error. You have an extra close bracket in your logical_expression of the second if statement. So this:

    =IF(Level=0, IF([Project Element]=”Control Tower Transport”],Start))

    Should look like this:

    =IF(Level=0, IF([Project Element]=”Control Tower Transport”,Start))


    Hope this helps!

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    Oh wow - sometimes you just cannot see it. I'll give it a go and thanks so much for answering

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    Sadly it still says unparsable.

    I have also tried making Level="0" or <1 but doesn't work :(

    Thanks for trying though

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    So just to further add.

    I have corrected the extra bracket which somehow made it's way in there but it still doesn't work.

    I have then tried the formula but with the row number and that does work

    =IF(Level34 = 0, IF([Project Element]34 = "Control Tower Transport", Start34))

    So my problem appears to be with the row numbers removed..

    I have 3 x level 0 rows and just want to pick out each one spearately for a summary field - is the answer that I have to have the row number and, if this is the case, will it be updated automatically as more rows are added.

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @SueinSpain

    I hope you're well and safe!

    I'd recommend selecting the actual cell directly for each mini-project. The reference will update itself when there are new rows are added.

    Would 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, Awesome, 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.

  • SueinSpain
    SueinSpain ✭✭✭✭✭
    Options

    Hi Andree

    Thanks for the reply. I suspected it was only going to work with cell reference after trying lots of things and yes this does work so thank you. I think self-doubt creeps in after a while.

    I am well thank you and hope you are too.

    Have a lovely rest of your week

    kindest regards

    Sue

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

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