Getting status of a RYG with a Date Column

pbeahn40831
pbeahn40831 ✭✭
edited 12/09/19 inFormulas and Functions

Greetings,

Thank you for taking the time to read this. I am a newbie to both programming functions and to Smartsheet. I am working on a sheet where I require to report out the RYG Balls on the end of calendar months.

I have two columns I need to create a function for- "Date of Update" and "Status Report." When the Status is turned, the date column updates with the "today's date".

但是现在,展望未来,我想管理一个月report where it shows the end of the Month day, followed by a count of the status of each color. In other words, (September = 3R, 5Y, 19G,) and (October = 4R, 2Y, 8G,) and ... The report will appear on a Bargraph Dashboard widget monthly.

Since I am new with this, I have looked at COUNTIFS, VLOOKUP, IF/AND, but am missing something.

Your help would be appreciated.

Thanks!

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Comments

  • eric.o
    eric.o Employee

    Hello,

    Happy to help! I've addressed your desires in the order received.

    1. If you desire that when "Status Report." is changed the "Date of Update" will be changed to today's date, you may be able to achieve this utilizing a Modified By column which is further outlined here:https://help.smartsheet.com/articles/1964567-system-columns

    Note: The Modified Date alters to the date of the rows last modification. Which may not be ideal. Currently, we don’t have a method to Timestamp date columns utilizing formulas but this will be considered as a possibility for future development.

    2. If you'd like to utilize a Formula to count the status colors for each color based on month. You may want to create a total sheet containing a Date Column and two Text columns. In the Date column, you can set the End Dates for each month. In the first text column, you can list the Total Names for example, "Green Total", next row "Red Total" etc. In the third column, you can place the formula that will reference the desired sheet and produce the result. (This is how I've seen customers achieve this in the past). The formula would be similar to this:

    =COUNTIFS([Status Range]2:[Status Range]5, "Green",[Date Range]2:[Date Range]5, MONTH(@cell)= MONTH([Month Day]1))

    The formula would be slightly altered because instead of referencing the same sheet you'll be referencing another sheet. The formula above reads COUNTIF the status range [Column3]2:[Column3]5 equals the value "Green", COUNTIF the date range [Column4]2:[Column4]5 equals the value of the Month in the Month day cell. The Month day cell will be the cell you set on the sheet with the Total values, the highlighted ranges above will be the referenced ranges on the other sheet. Once the formula is established you can copy the formula into the other two color totals and alter the "Green" value to "Red", "Blue", Yellow", etc depending on the row you're looking to total.

    Please let us know if you have any questions on the above.

    Cheers,

    Eric

    Smartsheet Support

  • Eric,

    I must say I am more afraid of programming than I was a short time ago, each new line brings new formulas. I am sure it will work its way out, but this is mind numbing at times.

    Thanks for your help, I will get back to this after the holidays.

    Happy holidays!

  • eric.o
    eric.o Employee

    Hello,

    Formulas can be tricky but once you get an understanding of how they function it can be quite liberating. If you desire, I'd be happy to set aside some time with you for a quick phone call to discuss this particular formula in further detail.

    Cheers,

    Eric

    Smartsheet Support

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Awesome! I'm glad it's working for you. 👍️<\/span><\/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":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"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\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/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":107116,"type":"question","name":"I'd like to create a column formula that references a specific cell with acceptable syntax","excerpt":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to reference. This is to make sure tasks are started on time in relation to the overall start date. My formula is currently: =[Target End Date]1 - ([Task…","snippet":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to…","categoryID":322,"dateInserted":"2023-06-29T23:48:12+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T22:48:54+00:00","insertUserID":163028,"insertUser":{"userID":163028,"name":"jcabaniss","url":"https:\/\/community.smartsheet.com\/profile\/jcabaniss","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T02:58:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":129958,"lastUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":35,"score":null,"hot":3376249626,"url":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","format":"Rich","lastPost":{"discussionID":107116,"commentID":383416,"name":"Re: I'd like to create a column formula that references a specific cell with acceptable syntax","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383416#Comment_383416","dateInserted":"2023-06-30T22:48:54+00:00","insertUserID":129958,"insertUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T15:52:25+00:00","dateAnswered":"2023-06-30T00:15:36+00:00","acceptedAnswers":[{"commentID":383245,"body":"

@jcabaniss<\/a> , swap out this:<\/p>

=[Target End Date]1<\/p>

with this:<\/p>

=Index([Target End Date]:[Target End Date], 1)<\/p>

the second value in an index function is the row—usually we make this a MATCH lookup function but it can also be a number.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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