Summary Fields: Percentage of Completed Checkboxes
I'm very new to Smartsheet and hoping someone can help me. I have created a checklist, with different categories divided up by parent rows, and the tasks listed as children under the categories. I have a checkbox column and each task (in the children rows) has a checkbox. I have figured out how to calculate the percentage of completed tasks in each category in the parent rows, but I would like to be able to calculate the overall percentage of completed tasks in a sheet summary field. Is this possible? I cannot find a formula that will calculate all of the children rows together. I have included a screenshot to demonstrate what I mean!
Comments
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Andrée Starå ✭✭✭✭✭✭Hi Allison,
Welcome to the Community and the wonderful world of Smartsheet!
I'd recommend turning on the automatic % Complete / Duration and more in the Project Settings and then link from that to the Sheet Summary.
Would that work?
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Andrée Starå ✭✭✭✭✭✭
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Paul Newcome ✭✭✭✭✭✭I am assuming you are using the CHILDREN function in each of the Parent rows.
Try replacing that with the DESCENDANTS function and reference row 1.
If that doesn't work, there are a few other options. Let me know.
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Hi Andrèe,
Thanks so much for your quick response and your welcome!
From the article you linked, my understanding is that to use the automatic % complete calculations, I would need to create a % complete column in which the checklist user would manually input their % completion of each task, and it would calculate in the parent rows based on that. Is that correct?
I'm trying to use it more like a traditional checklist where they can tick off activities, but don't have to enter too much information. I'm not sure if it's possible, but was hoping to find a formula that would calculate the completion percentage based off of the checkboxes.
I really appreciate you providing your insight!
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Hi Paul,
非常感谢你们提供一些见解!的formula that I put in the parent rows is the following:
=ROUND(IF(COUNTIF(DESCENDANTS(), 1) / COUNT(DESCENDANTS()) > 0, COUNTIF(DESCENDANTS(), 1) / COUNT(DESCENDANTS()), 0) * 100, 0) + "%"
From my understanding of your suggestion, in my summary field, I tried the following formulas:
=ROUND(IF(COUNTIF(DESCENDANTS(COMPLETED1), 1) / COUNT(DESCENDANTS(COMPLETED1)) > 0, COUNTIF(DESCENDANTS(COMPLETED1), 1) / COUNT(DESCENDANTS(COMPLETED1)), 0) * 100, 0) + "%"
This one gave me a divide by zero error, but on my sheet the first parent row is on the second row instead of the first row, so I also tried this formula:
=ROUND(IF(COUNTIF(DESCENDANTS(Completed2), 1) / COUNT(DESCENDANTS(Completed2)) > 0, COUNTIF(DESCENDANTS(Completed2), 1) / COUNT(DESCENDANTS(Completed2)), 0) * 100, 0) + "%"
This returned the % of tasks completed from the children under that parent row, but not the full checklist.
I also tried this formula, hoping it would reference the full column:
=ROUND(IF(COUNTIF(DESCENDANTS([Completed]), 1) / COUNT(DESCENDANTS([Completed]) > 0, COUNTIF(DESCENDANTS([Completed]), 1) / COUNT(DESCENDANTS([Completed])), 0) * 100, 0) + "%"
This returned the unparseable error.
Is there something I'm doing incorrectly? I really appreciate your help!
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Paul Newcome ✭✭✭✭✭✭
I took another look at your screenshot and noticed where my suggestion was actually incorrect.
的DESCENDANTS function doesn't work for this case because each of your parents are on the first level of hierarchy.
Let's try something similar to your final try. We will drop the DESCENDANTS function and reference the entire column. For the total count of all children boxes, we will count all cells within the column that are NOT text and compare that to the count of checked boxes.
=ROUND(IF(COUNTIFS(Completed:Completed), 1) / COUNTIFS(Completed:Completed, NOT(ISTEXT(@cell)))> 0, COUNTIFS(Completed:Completed), 1) / COUNTIFS(Completed:Completed, NOT(ISTEXT(@cell))), 0) * 100, 0) + "%"
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That formula returned an unparseable error, but you made me think to try this one and it worked!
=ROUND(IF(COUNTIF(CHILDREN(COMPLETED:COMPLETED), 1) / COUNT(CHILDREN(COMPLETED:COMPLETED)) > 0, COUNTIF(CHILDREN(COMPLETED:COMPLETED), 1) / COUNT(CHILDREN(COMPLETED:COMPLETED)), 0) * 100, 0) + "%"
Thank you so much for helping me figure this out!
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Paul Newcome ✭✭✭✭✭✭
That's what I get for trying to copy/paste instead of rewriting. I closed off two of the COUNTIFS early. Sorry about that.
I'm glad you were able to get something working. Happy to help!
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
I saw that Paul answered already!
Let me know if I can help with anything else!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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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":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+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":"2023-08-26T01:04:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+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":"2023-08-26T01:04:51+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":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"
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":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":"2023-08-26T17:06:33+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":"2023-08-26T17:06:33+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":"
