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Conditional Formatting Question

Emily B.
Emily B.
edited 12/09/19 inArchived 2016 Posts

We use a Project Timeline Template that tracks the progress of each individual project. There are a number of parent rows with child rows beneath. I've created a status column so that each task can reflect the current progress via a harvey ball. I would like the parent rows to reflect the overall current status based on the average of its children's status. Is this possible to do via conditional formatting?

Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
    edited 05/08/16

    Emily,

    No directly with Conditional Formatting.

    Conditional Formatting is display, not calculations.

    What you'll need to do is convert the Harvey Balls to numbers like this:

    =COUNTIF(CHILDREN(), "Quarter")*25

    That counts the number of children that have the quarter fill and multiplies by 25.

    You will need to sum all the different possibiltiies and divide by the total

    shorhand CC is COUNTIF(CHILDREN())

    (CC-quarter*25 + CC-half*50 + etc...) / (CC-empty+CC-quarter+... etc...)

    nasty but possible.

    I would add another column and put this in the children

    pseudo code:

    如果哈里ery ball quarter = 25

    else if harvey ball half = 50

    etc...

    and then in the parent

    =sum(children()) / count(children())

    and the run your Conditional Formatting off that.

    Craig

  • Thank you, Craig, for the very thorough explanation! Very much appreciated.

    I will give this a try tomorrow and see how it works...I may come back to you with more questions. Hope that's ok!

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Emily,

    No problem. If I have spare minutes, I often check here.

    Craig

This discussion has been closed.
You will have to get an admin of Teams to allow the Smartsheet for Teams app in the admin console of Teams.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":106441,"type":"question","name":"Child Parent code for schedule not working","excerpt":"I have reviewed the formula helper and used their code and change it up a bit but not working as it should, when I change to blocked or on Hold the Parent is not changing, here is the code =IF(COUNTIF(CHILDREN(), \"Complete\") = COUNT(CHILDREN()), \"Complete\", IF(COUNTIF(CHILDREN(), \"In Progress\") > 0, \"In Progress\",…","categoryID":322,"dateInserted":"2023-06-14T17:45:32+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T19:03:39+00:00","insertUserID":162256,"insertUser":{"userID":162256,"name":"delaurellc","title":"Senior Consultant","url":"https:\/\/community.smartsheet.com\/profile\/delaurellc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T19:15:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162256,"lastUser":{"userID":162256,"name":"delaurellc","title":"Senior Consultant","url":"https:\/\/community.smartsheet.com\/profile\/delaurellc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T19:15:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3373535351,"url":"https:\/\/community.smartsheet.com\/discussion\/106441\/child-parent-code-for-schedule-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106441\/child-parent-code-for-schedule-not-working","format":"Rich","lastPost":{"discussionID":106441,"commentID":380617,"name":"Re: Child Parent code for schedule not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380617#Comment_380617","dateInserted":"2023-06-14T19:03:39+00:00","insertUserID":162256,"insertUser":{"userID":162256,"name":"delaurellc","title":"Senior Consultant","url":"https:\/\/community.smartsheet.com\/profile\/delaurellc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T19:15:29+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":"2023-06-14T19:03:21+00:00","dateAnswered":"2023-06-14T18:03:35+00:00","acceptedAnswers":[{"commentID":380599,"body":"

Nested IF formulas read from left to right and stop on the first true value. So if you have In Progress in one child row and On Hold in another child row, it will register a true value with the In Progress argument, output that, then stop evaluating. If you want On Hold to \"override\" In Progress, you would need to adjust the order in which your IFs are nested.<\/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":106419,"type":"question","name":"SUMIFS not working (referencing another sheet)","excerpt":"I'm struggling with getting a SUMIFS function to work properly that is referencing another sheet. So on my sheet with the function, I have it as: =SUMIFS({Total GL Detail Range 4}, {Total GL Detail Range 5}, Project8, {Total GL Detail Range 3}, Title@row) ...where the \"Total GL Detail\" is the other sheet referenced. Range…","categoryID":322,"dateInserted":"2023-06-14T13:17:37+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T19:05:04+00:00","insertUserID":162357,"insertUser":{"userID":162357,"name":"EBooher","url":"https:\/\/community.smartsheet.com\/profile\/EBooher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:08:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162357,"lastUser":{"userID":162357,"name":"EBooher","url":"https:\/\/community.smartsheet.com\/profile\/EBooher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:08:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":14,"countViews":62,"score":null,"hot":3373526561,"url":"https:\/\/community.smartsheet.com\/discussion\/106419\/sumifs-not-working-referencing-another-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106419\/sumifs-not-working-referencing-another-sheet","format":"Rich","lastPost":{"discussionID":106419,"commentID":380618,"name":"Re: SUMIFS not working (referencing another sheet)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380618#Comment_380618","dateInserted":"2023-06-14T19:05:04+00:00","insertUserID":162357,"insertUser":{"userID":162357,"name":"EBooher","url":"https:\/\/community.smartsheet.com\/profile\/EBooher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:08:51+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":"2023-06-14T20:08:57+00:00","dateAnswered":"2023-06-14T18:51:01+00:00","acceptedAnswers":[{"commentID":380616,"body":"

Ok. I just had someone else earlier this week have the same issue. Even after converting all of the IDs to text it still wasn't working. Lets try converting everything on the source sheet to numbers. Take that LEFT formula you have that strips the ID out and wrap it in a VALUE function.<\/p>

=VALUE(LEFT(.......................))<\/p>


<\/p>

Then try the COUNTIFS on the ID again, but instead of referencing the helper cell in the formula sheet that we created, reference the linked cell that houses the numerical value.<\/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&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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