How can I use the SUM function in a column, but only add/account for numbers that are in child rows?

Is there a formula that I could use to SUM numbers in a column, but NOT accounting for values that are in parent rows? The formula would go on a sheet summary; the reason not to account for values in parent rows, is to avoid duplication, since they are a reflection of the information in their child rows. Thank you!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Barbara,

    You’d need to use a so-called helper column that indicates if it’s a parent or child. (which Level)

    In this example, it will show if it’s a child and then we’ll sum them.


    Add a helper column called Level and the following formula.

    This formula will show the levels for the parents and children will be blank.

    I use this all the time for conditional formatting as well.

    =IF(COUNT(CHILDREN([Task Name]@row)) > 0; COUNT(ANCESTORS()) + 1)

    The same version but with the below changes for your and others convenience.

    =IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS()) + 1)

    Depending on your country, you’ll need to exchange the comma to a period and the semi-colon to a comma.


    For the SUM. Try something like this.

    Try something like this.

    =SUMIF(Level:Level; ""; Values:Values)

    The same version but with the below changes for your and others convenience.

    =SUMIF(Level:Level, "", Values:Values)

    Depending on your country, you’ll need to exchange the comma to a period and the semi-colon to a comma.


    Did it work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

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Replace [Employee] if your column has a difference name. This will essentially generate a list of distinct entries and then count them.<\/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":109307,"type":"question","name":"Show approval status based on # of approvals vs. denials","excerpt":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show \"Yes\". If there is 1 or more denials, then the Approved column would show \"No\". If the total of the columns don't equal to 6, then the Approved…","snippet":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show…","categoryID":322,"dateInserted":"2023-08-22T21:20:12+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":96646,"lastUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":28,"score":null,"hot":3385482292,"url":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","format":"Rich","lastPost":{"discussionID":109307,"commentID":392022,"name":"Re: Show approval status based on # of approvals vs. denials","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392022#Comment_392022","dateInserted":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+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\/AJ5OBZXXQRAU\/2820-29-intake-smartsheet-com-2023-08-22-14-16-38.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"(20) Intake - Smartsheet.com 2023-08-22 14-16-38.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T22:04:29+00:00","dateAnswered":"2023-08-22T21:36:22+00:00","acceptedAnswers":[{"commentID":392011,"body":"

Something like this: =IF([Approval Count]@row = 6, \"Yes\", IF([Denied Count]@row >= 1, \"No\", \"Hold\"))<\/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":109287,"type":"question","name":"Formula help","excerpt":"=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row > [STR Schematic End]@row, 1, 0)) Above formula meant to trigger a red flag if the WD & STR Schematic End dates do not match. The formula I wrote is pulling back 'invalid' ... I am missing something and cannot figure out what!","snippet":"=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row > [STR Schematic End]@row, 1, 0)) Above formula meant to trigger a red flag if the WD & STR Schematic End dates do…","categoryID":322,"dateInserted":"2023-08-22T17:45:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T18:30:00+00:00","insertUserID":157887,"insertUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":157887,"lastUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385456532,"url":"https:\/\/community.smartsheet.com\/discussion\/109287\/formula-help","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109287\/formula-help","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109287,"commentID":391947,"name":"Re: Formula help","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391947#Comment_391947","dateInserted":"2023-08-22T18:30:00+00:00","insertUserID":157887,"insertUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+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\/DLAV2H53BW86\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T18:29:34+00:00","dateAnswered":"2023-08-22T18:25:02+00:00","acceptedAnswers":[{"commentID":391943,"body":"

Give this a try:<\/p>

=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row <> [STR Schematic End]@row, 1, 0))<\/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"}]}],"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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