How to make Parent helper column reflect values based on Children values with multiple conditions
I am very new at using formulas with hierarchy. I simply cannot figure this out or find a similar situation to manipulate the formula. I want the Parent value in helper column Parent Proficiency to be based on CHILDREN values in Proficiency column
Levels:
Untrained
In Process
Trained
Proficient
Preceptor
Parent helper row value should reflect lowest rating in the children rows except for the following:
If all CHILDREN = Untrained then PARENT = Untrained
If CHILDREN Untrained >= 1 and any others >0 = In Process
Parent row is "Place an intravenous catheter in a stable patient" with children Canine and Feline
Best Answer
-
Kelly Moore ✭✭✭✭✭✭
Hey@decrom
Try this and see if it produces the expected result. Please be sure to test one 'In Process' with ZERO 'Untrained'. Was this what you expected?
=IF(COUNT(CHILDREN([email protected])) > 0, IF(COUNT(CHILDREN([email protected])) = COUNTIFS(CHILDREN([email protected]), "Untrained"), "Untrained", IF(AND(COUNTIFS(CHILDREN([email protected]), "Untrained") >= 1, COUNT(CHILDREN([email protected])) > COUNTIFS(CHILDREN([email protected]), "Untrained")), "In Progress", IF(COUNTIFS(CHILDREN([email protected]), "In Process") >= 1, "In Process", IF(COUNTIFS(CHILDREN([email protected]), "Trained") >= 1, "Trained", IF(COUNTIFS(CHILDREN([email protected]), "Proficient") >= 1, "Proficient", IF(COUNTIFS(CHILDREN([email protected]),“Preceptor") >= 1, "Preceptor")))))))
Please let me know what we need to tweak
Kelly
Answers
-
Kelly Moore ✭✭✭✭✭✭
Hey@decrom
Try this and see if it produces the expected result. Please be sure to test one 'In Process' with ZERO 'Untrained'. Was this what you expected?
=IF(COUNT(CHILDREN([email protected])) > 0, IF(COUNT(CHILDREN([email protected])) = COUNTIFS(CHILDREN([email protected]), "Untrained"), "Untrained", IF(AND(COUNTIFS(CHILDREN([email protected]), "Untrained") >= 1, COUNT(CHILDREN([email protected])) > COUNTIFS(CHILDREN([email protected]), "Untrained")), "In Progress", IF(COUNTIFS(CHILDREN([email protected]), "In Process") >= 1, "In Process", IF(COUNTIFS(CHILDREN([email protected]), "Trained") >= 1, "Trained", IF(COUNTIFS(CHILDREN([email protected]), "Proficient") >= 1, "Proficient", IF(COUNTIFS(CHILDREN([email protected]),“Preceptor") >= 1, "Preceptor")))))))
Please let me know what we need to tweak
Kelly
-
decrom ✭
Thank you! Works perfectly!
Is it possible to then copy the values from the children rows to show up in the same column as part of the formula?
-
Kelly Moore ✭✭✭✭✭✭
Hey@decrom
=IF(COUNT(CHILDREN([email protected])) > 0, IF(COUNT(CHILDREN([email protected])) = COUNTIFS(CHILDREN([email protected]), "Untrained"), "Untrained", IF(AND(COUNTIFS(CHILDREN([email protected]), "Untrained") >= 1, COUNT(CHILDREN([email protected])) > COUNTIFS(CHILDREN([email protected]), "Untrained")), "In Progress", IF(COUNTIFS(CHILDREN([email protected]), "In Process") >= 1, "In Process", IF(COUNTIFS(CHILDREN([email protected]), "Trained") >= 1, "Trained", IF(COUNTIFS(CHILDREN([email protected]), "Proficient") >= 1, "Proficient", IF(COUNTIFS(CHILDREN([email protected]),“Preceptor") >= 1, "Preceptor")))))),[email protected])
Will this work for you?
Kelly
Help Article Resources
Categories
Try this:<\/p>
=IF(ISDATE([Event Date]@row), IF(AND([Event Date]@row > TODAY(), [Event Date]@row <= TODAY(30)), \"Less than 30 days from today\", \"More than 30 days from today\"), \"//www.santa-greenland.com/community/discussion/107659/\")<\/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":108267,"type":"question","name":"Combining IF Formula for Blank\/ Not Blank Cells","excerpt":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected Date\" null -Pending: Based on \"Anticipated Collcted Date\" not null and \"Collected Date\" null Below is what I have, but it's unparseable:…","snippet":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected…","categoryID":322,"dateInserted":"2023-07-28T17:23:40+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164288,"lastUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":38,"score":null,"hot":3381135147,"url":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","format":"Rich","lastPost":{"discussionID":108267,"commentID":387885,"name":"Re: Combining IF Formula for Blank\/ Not Blank Cells","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387885#Comment_387885","dateInserted":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+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":"2023-07-28T18:30:11+00:00","dateAnswered":"2023-07-28T18:22:11+00:00","acceptedAnswers":[{"commentID":387882,"body":"