Date validation formula referencing Sheet Summary fields

Mary Ayers
Mary Ayers ✭✭✭✭
edited 03/08/23 inFormulas and Functions

Hello,

I'm trying to update a date validation formula to include a reference to two Sheet Summary fields. The formula seems to be working -- except for the piece that references these Sheet Summary fields (in bold):

=如果(或([优先日期*]@row =“09/04/23”,喜欢red Date*]@row = "11/23/23", [Preferred Date*]@row = "11/24/23", [Preferred Date*]@row = "11/25/23", [Preferred Date*]@row = "11/26/23", [Preferred Date*]@row = "12/21/23", [Preferred Date*]@row = "12/22/23", [Preferred Date*]@row = "12/23/23", [Preferred Date*]@row = "12/24/23", [Preferred Date*]@row = "12/25/23", [Preferred Date*]@row = "12/26/23", [Preferred Date*]@row = "12/27/23", [Preferred Date*]@row = "12/28/23", [Preferred Date*]@row = "12/29/23", [Preferred Date*]@row = "12/30/23", [Preferred Date*]@row = "12/31/23", [Preferred Date*]@row = "01/01/24", [Preferred Date*]@row = "01/02/24", [Preferred Date*]@row = "01/03/24", [Preferred Date*]@row = "01/15/24", [Preferred Date*]@row = "02/19/24", [Preferred Date*]@row = "05/29/24", [Preferred Date*]@row = "07/04/24"), "University Holiday",IF(OR([Preferred Date*]@row < [First Date of AY24]#, [Preferred Date*]@row > [Last Date of AY24]#), "Date is not AY24",IF(AND([Does request/row include ILC spaces?*]@row = "Yes", OR([Preferred Date*]@row = "12/19/23", [Preferred Date*]@row = "12/20/23")), "Invalid ILC Date", "Valid Date")))

What am I missing? Do I need to indicate in that piece somehow that these are dates we're working with, since I'm using the "<" and ">" functions -- while all other pieces of the formula are referencing specific dates as text?

Thanks!

Mary

Best Answer

  • Mary Ayers
    Mary Ayers ✭✭✭✭
    Answer ✓

    Thanks to Heather at the Pro Desk! Once the formula was re-ordered (moving the sheet summary reference to the front), the formula worked! Here's the final formula, for anyone interested:

    =IF(ISBLANK([Preferred Date*]@row, " "), IF(OR([Preferred Date*]@row < [First Date of AY24]#, [Preferred Date*]@row > [Last Date of AY24]#), "Date is not AY24", IF(OR([Preferred Date*]@row = "09/04/23", [Preferred Date*]@row = "11/23/23", [Preferred Date*]@row = "11/24/23", [Preferred Date*]@row = "11/25/23", [Preferred Date*]@row = "11/26/23", [Preferred Date*]@row = "12/21/23", [Preferred Date*]@row = "12/22/23", [Preferred Date*]@row = "12/23/23", [Preferred Date*]@row = "12/24/23", [Preferred Date*]@row = "12/25/23", [Preferred Date*]@row = "12/26/23", [Preferred Date*]@row = "12/27/23", [Preferred Date*]@row = "12/28/23", [Preferred Date*]@row = "12/29/23", [Preferred Date*]@row = "12/30/23", [Preferred Date*]@row = "12/31/23", [Preferred Date*]@row = "01/01/24", [Preferred Date*]@row = "01/02/24", [Preferred Date*]@row = "01/03/24", [Preferred Date*]@row = "01/15/24", [Preferred Date*]@row = "02/19/24", [Preferred Date*]@row = "05/29/24", [Preferred Date*]@row = "07/04/24"), "University Holiday", IF(AND([Does request/row include ILC spaces?*]@row = "Yes", OR([Preferred Date*]@row = "12/19/23", [Preferred Date*]@row = "12/20/23")), "Invalid ILC Date", "Valid Date"))))

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Is the [Preferred Date*] column set as a date type column or some other column type?

  • Mary Ayers
    Mary Ayers ✭✭✭✭

    It is a date type column.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    And are your Sheet Summary fields set as date type as well?

  • Mary Ayers
    Mary Ayers ✭✭✭✭

    Yes, the sheet summary fields are date fields.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    How are all of your dates being populated exactly?

  • Mary Ayers
    Mary Ayers ✭✭✭✭

    I set the dates in the sheet summary fields: "First Date of AY24" and "Last Date of AY24". Users will fill in the "Preferred Date" on each row of their sheet. I've been using a formula for the University Holidays and Invalid ILC Dates for a few years. I tested in this year's template and the formula is still working for those fields. This year, I'm trying to add the function of notifying the user if their date is out of the AY24 range.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    If the first part of the formula is working while referencing text strings, it leads me to believe that the dates in the [Preferred Date*] column are being stored as text strings and not actual dates. If that is the case, then it won't work when referencing actual dates.


    But you say the field is set as a date type field. Are you able to provide some screenshots for reference? Could you enter a temporary checkbox type column and enter the following column formula then let me know how many boxes are in fact checked?

    =IF(ISDATE([Preferred Date*]@row), 1)

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    edited 03/10/23

    What happens if you try:

    =IF(ISDATE([First Date of AY24]#), 1)

    and

    =IF(ISDATE([Last Date of AY24]#), 1)

  • Mary Ayers
    Mary Ayers ✭✭✭✭
    Answer ✓

    Thanks to Heather at the Pro Desk! Once the formula was re-ordered (moving the sheet summary reference to the front), the formula worked! Here's the final formula, for anyone interested:

    =IF(ISBLANK([Preferred Date*]@row, " "), IF(OR([Preferred Date*]@row < [First Date of AY24]#, [Preferred Date*]@row > [Last Date of AY24]#), "Date is not AY24", IF(OR([Preferred Date*]@row = "09/04/23", [Preferred Date*]@row = "11/23/23", [Preferred Date*]@row = "11/24/23", [Preferred Date*]@row = "11/25/23", [Preferred Date*]@row = "11/26/23", [Preferred Date*]@row = "12/21/23", [Preferred Date*]@row = "12/22/23", [Preferred Date*]@row = "12/23/23", [Preferred Date*]@row = "12/24/23", [Preferred Date*]@row = "12/25/23", [Preferred Date*]@row = "12/26/23", [Preferred Date*]@row = "12/27/23", [Preferred Date*]@row = "12/28/23", [Preferred Date*]@row = "12/29/23", [Preferred Date*]@row = "12/30/23", [Preferred Date*]@row = "12/31/23", [Preferred Date*]@row = "01/01/24", [Preferred Date*]@row = "01/02/24", [Preferred Date*]@row = "01/03/24", [Preferred Date*]@row = "01/15/24", [Preferred Date*]@row = "02/19/24", [Preferred Date*]@row = "05/29/24", [Preferred Date*]@row = "07/04/24"), "University Holiday", IF(AND([Does request/row include ILC spaces?*]@row = "Yes", OR([Preferred Date*]@row = "12/19/23", [Preferred Date*]@row = "12/20/23")), "Invalid ILC Date", "Valid Date"))))

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Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109490,"type":"question","name":"HAS exact match within multiselect - Numbered Values","excerpt":"Scenario: Trying to identify a match if a value shows up in a multiselect from another sheet. Approach: I'm able to get 95% of this done through an index(collect(contains))) formula, but having some false positives show up wherever a partial match is found. I later found some suggestions that (has) would be more…","snippet":"Scenario: Trying to identify a match if a value shows up in a multiselect from another sheet. Approach: I'm able to get 95% of this done through an index(collect(contains)))…","categoryID":322,"dateInserted":"2023-08-25T19:26:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:49:48+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":16,"score":null,"hot":3386003780,"url":"https:\/\/community.smartsheet.com\/discussion\/109490\/has-exact-match-within-multiselect-numbered-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109490\/has-exact-match-within-multiselect-numbered-values","format":"Rich","lastPost":{"discussionID":109490,"commentID":392694,"name":"Re: HAS exact match within multiselect - Numbered Values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392694#Comment_392694","dateInserted":"2023-08-26T00:49:48+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/KJPRLKL2FW16\/capture-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Capture.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:49:35+00:00","dateAnswered":"2023-08-25T23:58:23+00:00","acceptedAnswers":[{"commentID":392688,"body":"

Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109474,"type":"question","name":"Help with date calculation formula","excerpt":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the resolution date is blank I want it to use the current date in the calculation to see how long this issue has gone unresolved. Any help is much…","snippet":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the…","categoryID":322,"dateInserted":"2023-08-25T16:29:39+00:00","dateUpdated":"2023-08-25T16:29:59+00:00","dateLastComment":"2023-08-25T23:01:30+00:00","insertUserID":165688,"insertUser":{"userID":165688,"name":"Nwest","title":"Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Nwest","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ukHVZ18ImX4!BcjWAe8S9SY!l7iQo_PZHOx","dateLastActive":"2023-08-25T17:22:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":165688,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T00:32:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3385987269,"url":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109474,"commentID":392687,"name":"Re: Help with date calculation formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392687#Comment_392687","dateInserted":"2023-08-25T23:01:30+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T00:32:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T17:04:22+00:00","dateAnswered":"2023-08-25T16:36:59+00:00","acceptedAnswers":[{"commentID":392622,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=IF([Date Reported]@row <> \"//www.santa-greenland.com/community/discussion/102316/\", IF([Resolution Date]@row = \"//www.santa-greenland.com/community/discussion/102316/\", NETDAYS([Date Reported]@row, TODAY()), NETDAYS([Date Reported]@row, [Resolution Date]@row)))<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

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