Issues combining 2 formulas
I have the following columns: Expected Budget, Director Approval, VP Approval, Approved Projects.
The conditions being, if Expected Budget is less than $10000, only director approval required, if more than $10000, both director and VP approval is required.
On the Approved Projects, I would like to show if the project is finally approved to proceed base on the condition above.
I have worked out the formula separately and it works:
1) =IF(AND([Expected Budget]@row < 10000, ([Director approval]@row = "Approved")), "Approved", "Declined")
(as appear in row 1 in picture below)
2) =IF(AND([Expected Budget]@row >= 10000, [Director approval]@row = "Approved", [VP approval]@row = "Approved"), "Approved", "Declined")
(as appear in row 2 in picture below)
But I am unable to combine them. (as appear in row 3 in picture below)
And if possible, I also would like to add another rule: If approval is needed and "submitted" is shown, display "waiting for approval"
Appreciate assistance.
Best Answer
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Paul Newcome ✭✭✭✭✭✭
You are correct. Another way of writing it would be...
=IF(AND([Director Approval]@row = "Approved", OR([Expected Budget]@row < 10000, [VP approval]@row = "Approved")), "Approved", "Declined")
To make sure that a "Submitted" entry overrides, you would want to place that first.
=IF(OR([Director Approval]@row = "Submitted", [VP approval]@row = "Submitted"), "Waiting for approval",original_formula)
Answers
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Paul Newcome ✭✭✭✭✭✭
Try something like this...
=IF([Director Approval]@row = "Approved", IF(OR([Expected Budget]@row < 10000, [VP approval]@row = "Approved"), "Approved", "Declined"), "Declined")
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Vivien Chong ✭✭✭✭✭✭
@Paul Newcomethanks for your prompt assistance. This formula works.
I am trying to understand how you derive this formula, am I right to think in the following flow:
1) Regardless of any amount of budget, Director will still need to approve first, otherwise it's decline.
2) Option 1 will be when budget below 10000 and director approved, then it's approved.
3) Option 2 will be when VP and Director approved, then it's approved.
4) Otherwise, it's declined.
I am wondering next time when I need to do formula again, how can I first think of the above flow
By the way@Paul Newcomeif I want to add a new condition: If either Director approval or VP approval shows "submitted", display "waiting for approval".
How should I add the above condition into the existing formula or the entire flow will change again?
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Paul Newcome ✭✭✭✭✭✭
You are correct. Another way of writing it would be...
=IF(AND([Director Approval]@row = "Approved", OR([Expected Budget]@row < 10000, [VP approval]@row = "Approved")), "Approved", "Declined")
To make sure that a "Submitted" entry overrides, you would want to place that first.
=IF(OR([Director Approval]@row = "Submitted", [VP approval]@row = "Submitted"), "Waiting for approval",original_formula)
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Vivien Chong ✭✭✭✭✭✭
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Paul Newcome ✭✭✭✭✭✭
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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":"