is there a way to sum a column of checkboxes?

We have a tasklist of 100 items, they are pretty simple, so really nothing more than a checklist. But when we roll this up to a master smartsheet I would like to roll up a "% complete" value.

Is there a way to sum up the number of rows with a checkbox (checked or not), and divide it into the number of checkboxes that are checked/done to calculate a % complete that is then rolled up to a master project smartsheet?

I was using the checkbox because that is the easiest way to get people to mark when their task is done. People were not using a "status" pulldown with 0%/25%/50%/100%. they only updated at 100% so I changed to a "done" checkbox.

Should I be using "COUNT" or "SUM" to do this? Somewhat of a newbie to smartsheets and I didn't find anything in the search to indicate how to do this, or if I am going about it the wrong way

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭

    Hi@David Park,

    You can count checked boxes. The formula is just =COUNT([box column]:[box column],=1) Insert the correct name for your checkbox column.

    To figure out % checked you need to count a column that requires data. That prevents you from including blank rows at the bottom of the sheet. Use the formula =Count([range]:[range], ISTEXT()) or = COUNT([range]:[range],>0). Then use the 2 formulas to divide and calculate the % checked.

    Work?

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

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Hi @KarenTF<\/a>,<\/p>

You can do this with a nested IF statement. As a basic example, if you had a dropdown with options A, B, C and wanted to assign them points values of 1, 2, 3 respectively, you would use the following formula in your points column:<\/p>

=IF([Radio selection]@row = \"A\", 1, IF([Radio selection]@row = \"B\", 2, IF([Radio selection]@row = \"C\", 3)))<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If you have multiple instances of this then you could then use a SUM formula to get the total at the end.<\/p>

Hopefully this points you in the right direction, but if you've more specifics or have any problems\/questions then just post!<\/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":111115,"type":"question","name":"Can Smartsheet automatically push a date on to a Thursday?","excerpt":"Hello. I thought I’d found the answer to this in a forum a while back, but the answer on there didn’t work for me when I tried it – I’d like to know if there’s a code\/formula for Smartsheet to check whether an End Date (publication date) falls on a Thursday and for Smartsheet to automatically move the date along to the…","snippet":"Hello. I thought I’d found the answer to this in a forum a while back, but the answer on there didn’t work for me when I tried it – I’d like to know if there’s a code\/formula for…","categoryID":322,"dateInserted":"2023-10-03T14:07:53+00:00","dateUpdated":null,"dateLastComment":"2023-10-03T15:17:08+00:00","insertUserID":167869,"insertUser":{"userID":167869,"name":"Lee5","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Lee5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-03T21:08:50+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":"2023-10-03T21:59:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":31,"score":null,"hot":3392690701,"url":"https:\/\/community.smartsheet.com\/discussion\/111115\/can-smartsheet-automatically-push-a-date-on-to-a-thursday","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111115\/can-smartsheet-automatically-push-a-date-on-to-a-thursday","format":"Rich","tagIDs":[254,334],"lastPost":{"discussionID":111115,"commentID":398125,"name":"Re: Can Smartsheet automatically push a date on to a Thursday?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398125#Comment_398125","dateInserted":"2023-10-03T15:17:08+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":"2023-10-03T21:59:06+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":"2023-10-03T14:58:34+00:00","dateAnswered":"2023-10-03T14:21:50+00:00","acceptedAnswers":[{"commentID":398101,"body":"

@Lee5<\/a> So I can make it so it falls on the current week Thursday, so if it is a Friday it will slide back 1 day.<\/p>

The formula is =[End Date]@row - WEEKDAY([End Date]@row) + 5<\/p>"},{"commentID":398102,"body":"

Give this a try:<\/p>

=[Publication Date]@row + (5 - WEEKDAY([Publication Date]@row)) + IF(WEEKDAY([Publication Date]@row) > 5, 7, 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"},{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":111088,"type":"question","name":"Return Ancestor Data by Level Designation","excerpt":"I'm logging multiple years' worth of data into a single sheet that is organized by year, quarter and month at Levels 1, 2 and 3. I believe I need to use the ancestors function along with index (maybe?) but I can't seem to find a formula that works. A snapshot of my table is below. In words, I want my Year column to return…","snippet":"I'm logging multiple years' worth of data into a single sheet that is organized by year, quarter and month at Levels 1, 2 and 3. I believe I need to use the ancestors function…","categoryID":322,"dateInserted":"2023-10-02T22:47:05+00:00","dateUpdated":null,"dateLastComment":"2023-10-04T03:20:50+00:00","insertUserID":163321,"insertUser":{"userID":163321,"name":"HH_BE1894","title":"Brand Manager","url":"https:\/\/community.smartsheet.com\/profile\/HH_BE1894","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-04T03:20:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163321,"lastUser":{"userID":163321,"name":"HH_BE1894","title":"Brand Manager","url":"https:\/\/community.smartsheet.com\/profile\/HH_BE1894","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-04T03:20:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":30,"score":null,"hot":3392678875,"url":"https:\/\/community.smartsheet.com\/discussion\/111088\/return-ancestor-data-by-level-designation","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111088\/return-ancestor-data-by-level-designation","format":"Rich","lastPost":{"discussionID":111088,"commentID":398303,"name":"Re: Return Ancestor Data by Level Designation","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398303#Comment_398303","dateInserted":"2023-10-04T03:20:50+00:00","insertUserID":163321,"insertUser":{"userID":163321,"name":"HH_BE1894","title":"Brand Manager","url":"https:\/\/community.smartsheet.com\/profile\/HH_BE1894","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-04T03:20:59+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\/TXSKOU3XO3JW\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-04T03:20:56+00:00","dateAnswered":"2023-10-03T20:15:07+00:00","acceptedAnswers":[{"commentID":398254,"body":"

In that case you would use something like this:<\/p>

=IFERROR(INDEX(ANCESTORS(Project@row), 1), Project@row)<\/p>


<\/p>

You just need to change that 1 to a 2 or 3 as needed.<\/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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