Sum of Children While Maintaining Column Formula

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Yvette Moreland
Yvette Moreland ✭✭✭✭
edited 05/15/24 in Formulas and Functions

It would be incredibly helpful to allow for the sum of the children on a parent row, but maintain the column formula.

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    Hi @Yvette Moreland

    Thank you for outlining your sheet! I definitely believe this is possible to do for your scenario.

    We can first check how many children a current row has. If the current row has 0 children, it is a child row itself and you do your multiplication formula. However if there is at least 1 child row beneath the current row, you want the formula to SUM the child values.

    Try something like this:

    =IF(COUNT(CHILDREN([Primary Column]@row)) = 0, ([HOTEL NIGHTLY RATE]@row * [NUMBER OF NIGHTS]@row), SUM(CHILDREN()))

    Note that you'll need to change out the [Primary Column] name to your column name. Does that make sense?

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Yvette Moreland

    We may be able to build this into your formula! Can you clarify what formula you're using in the child rows?

  • Yvette Moreland
    Yvette Moreland ✭✭✭✭
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    I have columns for travel expenses and some of the columns are formulas. The rows are the names and dates of the travelers. One example: HOTEL NIGHTLY RATE and NUMBER OF NIGHTS are columns and the TOTAL HOTEL COSTS column is a formula multiplying those two. I need totals by column, so I have the travelers as child rows so the parent row will give me the totals. The challenge is when someone inserts a new row, (rather than copying a blank row) they lose the formulas. I would like to have the column formulas, but keep the parent row as the totals. I haven't found a workaround. This is a template used to make hundreds of versions for our different locations, and many users are beginning Smartsheet users. I am trying to make it more user friendly.

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
    Options

    Hi @Yvette Moreland

    Thank you for outlining your sheet! I definitely believe this is possible to do for your scenario.

    We can first check how many children a current row has. If the current row has 0 children, it is a child row itself and you do your multiplication formula. However if there is at least 1 child row beneath the current row, you want the formula to SUM the child values.

    Try something like this:

    =IF(COUNT(CHILDREN([Primary Column]@row)) = 0, ([HOTEL NIGHTLY RATE]@row * [NUMBER OF NIGHTS]@row), SUM(CHILDREN()))

    Note that you'll need to change out the [Primary Column] name to your column name. Does that make sense?

    Cheers,

    Genevieve

  • Yvette Moreland
    Yvette Moreland ✭✭✭✭
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    Hi Genevieve,

    Thank you for the response. Unfortunately, I am not getting it to work.

    your formula: =IF(COUNT(CHILDREN([Primary Column]@row)) = 0, ([HOTEL NIGHTLY RATE]@row * [NUMBER OF NIGHTS]@row), SUM(CHILDREN()))

    calculates the child rows, but when I change it a column formula, it does not sum the parent row.

    I tried other columns, and I have the same issue when I made the formula a column formula. (FYI, my Primary Column is titled ".")

    # of nights column:

    =IF(COUNT(CHILDREN([.]@row)) = 0, ([Departure Date]@row - [Arrival Date]@row), SUM(CHILDREN()))

    This returns blank on parent row

    Mileage Costs (2024 rate $0.67) column:

    =IF(COUNT(CHILDREN([.]@row)) = 0, ([If Driving - Miles (from home location)]@row * 0.67) * 2, SUM(CHILDREN()))

    This returns $0 on the parent row.

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Yvette Moreland

    The reason you're seeing 0 in the top parent row is because the Primary column you're referencing has "no children" because the cells below it are blank.

    Try referencing a column that will always have text in it, perhaps the Name column?

    =IF(COUNT(CHILDREN(Name@row)) = 0, ([HOTEL NIGHTLY RATE]@row * [NUMBER OF NIGHTS]@row), SUM(CHILDREN()))

  • Yvette Moreland
    Yvette Moreland ✭✭✭✭
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    Of course! That is it. Thank you so much for your help.

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