公式分解项目排名图发展s into 4 quadrants

Hello! I have developed a format for my team to utilize a ranking process for incoming continuous improvement ideas. The methodology is called RICE Ranking which you may or may not have heard of. Within the ranking, we want the info to automatically designate which quadrant the idea falls into based on it's rank which should dictate where it goes based on the logic: Below Threshold, Low Priority, Medium Priority or High Priority.


I'm pasting in a screen shot of my sheet which explains the way each column of data is setup to work; i.e. formula, dropdowns, text/number, etc. I'm also going to put in a formula writeup that explains essentially what I'd like the sheet to do. My preference would be to not have to go in and change the figures each time. I'd prefer it do it's own math, but I'm not sure that's possible. Anyway...thank you SO much for any insight! I spoke to someone at Smartsheet yesterday and he suggested I post this with the formula logic we discussed. The challenge is actually making that logic work.


SCREENSHOT:

  • Anything with a gold star contains a formula.
  • The RICE Score formula = Reach*Impact*Confidence/Effort
  • The ranking is a formula that ranks based on all of the RICE Score figures.
  • The "Quadrant" column all the way to the right is where I need this formula I'm struggling with to go. Formula logic below:
image.png


FORMULA LOGIC:

If the row's ranking is between 1 and 25 and there are 100 rows with ranks, "Below Threshold", If the ranking is between 1 and 12 and there are at least 50 rows with ranks, "Below Threshold", If the ranking is between 1 and 6 and there are at least 25 rows with ranks, "Below Threshold",If the ranking is between 26 and 50 and there are at least 100 rows with ranks, "Low priority", If the ranking is between 12 and 25 and there are at least 50 rows with ranks, "Low priority", If the ranking is between 7 and 12 and there are at least 25 rows with ranks, "Low priority",If the ranking is between 51 and 75 and there are at least 100 rows with ranks, "Medium priority", If the ranking is between 26 and 37 and there are at least 50 rows with ranks, "Medium priority", If the ranking is between 12 and 18 and there are at least 25 rows with ranks, "Medium priority",If the ranking is between 76 and 100 and there are at least 100 rows with ranks, "High priority", If the ranking is between 38 and a50nd there are at least 50 rows with ranks, "High priority", If the ranking is between 18 and 25 and there are at least 25 rows with ranks, "High priority"

  • 这是怎样的逻辑数据work. Again, my preference would be not to have to change the #s within the formula every time we work on this. As an example - if we start it out at 25 total, and break that into quadrants, that's great until the following week when we add in another 3 one day, and someone else adds in another 4 another day. That would require constant editing.

Thank you so much for any help you can offer!


~Amy

Best Answers

Answers

  • Paul -- YES! That's my hope. Do you think that could work? It can also be based off of the score vs. the rank if that's better.

  • OK that did it! You guys are so awesome! I did switch the order around as we are counting 1 as the highest rank, but it works! Thank you so much.


    This is my first successful experience out of 3 with Communic

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

Help Article Resources

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Check out theFormula Handbook template!
You would use something like this:<\/p>

=IF(AND([Average Score]@row>= 5, [Average Score]@row<= 9), \"Project\", IF(AND([Average Score]@row>= 10, [Average Score]@row<= 15), \"Program\"))<\/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":110985,"type":"question","name":"Dashboard Last Updated Date","excerpt":"I would like to display the last time the dashboard was updated. My approach was adding a date field in the summary data that automatically pulls the last saved date of the sheet. I don't think I can do a formula in the date field type. Any other suggestions?","snippet":"I would like to display the last time the dashboard was updated. My approach was adding a date field in the summary data that automatically pulls the last saved date of the sheet.…","categoryID":322,"dateInserted":"2023-09-29T12:56:38+00:00","dateUpdated":"2023-09-29T23:58:27+00:00","dateLastComment":"2023-09-29T16:19:19+00:00","insertUserID":167704,"insertUser":{"userID":167704,"name":"Jenn Moffett","title":"Director, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Jenn%20Moffett","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T15:38:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":166028,"lastUserID":167704,"lastUser":{"userID":167704,"name":"Jenn Moffett","title":"Director, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Jenn%20Moffett","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T15:38:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3391997757,"url":"https:\/\/community.smartsheet.com\/discussion\/110985\/dashboard-last-updated-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110985\/dashboard-last-updated-date","format":"Rich","tagIDs":[292,335],"lastPost":{"discussionID":110985,"commentID":397701,"name":"Re: Dashboard Last Updated Date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397701#Comment_397701","dateInserted":"2023-09-29T16:19:19+00:00","insertUserID":167704,"insertUser":{"userID":167704,"name":"Jenn Moffett","title":"Director, PMO","url":"https:\/\/community.smartsheet.com\/profile\/Jenn%20Moffett","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T15:38:19+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":"2023-09-29T15:39:37+00:00","dateAnswered":"2023-09-29T14:10:25+00:00","acceptedAnswers":[{"commentID":397662,"body":"

Hi @Jenn Moffett<\/a>,<\/p>

One approach is as follows.<\/p>

  1. Create a helper column. Name it \"Modified\", and select \"Modified Date\" as the column type. You can optionally hide this column.<\/li>
  2. Create a Sheet Summary field. Name is \"Last Updated\", and select \"Date\" as the column type.<\/li>
  3. Type the following formula into the \"Last Updated\" Sheet Summary field: =MAX(Modified:Modified)<\/li><\/ol>

    Hope that helps! I just tested it before recommending, and it worked like a charm! :)<\/p>

    BRgds,<\/p>

    -Ray<\/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":292,"urlcode":"dashboards","name":"Dashboards"},{"tagID":335,"urlcode":"sheet-summary","name":"Sheet Summary"}]},{"discussionID":110981,"type":"question","name":"Counting yes and yes w\/notes","excerpt":"Hello, I am having trouble counting using the COUNTIFS formula to yes's and another category called \"Yes w\/notes\". Here is the current formula that I have: • =COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is there a permit required?]@row, @cell = \"Yes\") \/ COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is…","snippet":"Hello, I am having trouble counting using the COUNTIFS formula to yes's and another category called \"Yes w\/notes\". Here is the current formula that I have: • =COUNTIFS([Are all…","categoryID":322,"dateInserted":"2023-09-29T12:04:09+00:00","dateUpdated":null,"dateLastComment":"2023-09-29T16:34:36+00:00","insertUserID":148583,"insertUser":{"userID":148583,"name":"ksandoval","url":"https:\/\/community.smartsheet.com\/profile\/ksandoval","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T16:57:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-10-01T02:30:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":19,"score":null,"hot":3391996125,"url":"https:\/\/community.smartsheet.com\/discussion\/110981\/counting-yes-and-yes-w-notes","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110981\/counting-yes-and-yes-w-notes","format":"Rich","lastPost":{"discussionID":110981,"commentID":397702,"name":"Re: Counting yes and yes w\/notes","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397702#Comment_397702","dateInserted":"2023-09-29T16:34:36+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-10-01T02:30:17+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":"2023-09-29T13:48:27+00:00","dateAnswered":"2023-09-29T13:35:30+00:00","acceptedAnswers":[{"commentID":397634,"body":"

    Try this:<\/p>

    =COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is there a permit required?]@row, OR(@cell = \"Yes\", @cell = \"Yes w\/Notes\")) \/ COUNTIFS([Are all workers wearing the proper PPE?]@row:[Is there a permit required?]@row, @cell <> \"n\/a\")<\/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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