Calculated parent % complete issue
你好,
We are using one of the templates to track a project. We track % complete at the lowest level and then use the parent rolled up % complete. We are seeing a very strange error in the parent % complete. I have attached a few examples that show the problem. You can see that the cost rolling up is not the same as the % complete of the total.
We have shown that the issue is with how the % complete of the parent tasks is being calculated. Any thoughts on what may be going on?
Best Answer
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JAM_BFT ✭I went through and reconstructed the calculations in Excel. The issue is (as I am using it) that "% Complete" is simply a weighted average of the total days in the children. The fact that separate tasks have different monetary values over different durations renders the assumption incorrect. I am going to have to adjust all of the "BCWP [$]" to be "=sum(children())" because each task has a very different $/work day.
Thanks for the help.
I like the concept of using a column function but is there any way to make the function use "=sum(children())" where the children are 0?
Answers
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James Keuning ✭✭✭✭✭
what's the formula?
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JAM_BFT ✭
The formula is:
BCWP = BCWS * % complete at the child level
At the parent level it is the same formula but it uses the Smartsheet calculated rolled up % complete. The issue seems to be related to how % complete at the parent levels is calculated. I have manually check the % complete and can reproduce at a lower level but not at the parent level.
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James Keuning ✭✭✭✭✭
What numbers are you expecting to see, and where?
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JAM_BFT ✭
I went through and reconstructed the calculations in Excel. The issue is (as I am using it) that "% Complete" is simply a weighted average of the total days in the children. The fact that separate tasks have different monetary values over different durations renders the assumption incorrect. I am going to have to adjust all of the "BCWP [$]" to be "=sum(children())" because each task has a very different $/work day.
Thanks for the help.
I like the concept of using a column function but is there any way to make the function use "=sum(children())" where the children are 0?
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Thanks! That sorted it!😀<\/span><\/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":108410,"type":"question","name":"Using the \"Created Date\" field in formulas","excerpt":"Hello - I am creating a number of fields in various sheets to calculate lead times. One KPI we want to track is the life cycle of a project. I have added the \"Created Date\" field to all sheets and have an additional field that populates an Invoiced Date. I want a new field that will calculate the number of days between the…","snippet":"Hello - I am creating a number of fields in various sheets to calculate lead times. One KPI we want to track is the life cycle of a project. I have added the \"Created Date\" field…","categoryID":322,"dateInserted":"2023-08-02T13:45:01+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T17:51:15+00:00","insertUserID":141394,"insertUser":{"userID":141394,"name":"KGetchell","url":"https:\/\/community.smartsheet.com\/profile\/KGetchell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T18:07:47+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":"2023-08-02T18:59:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":25,"score":null,"hot":3381985576,"url":"https:\/\/community.smartsheet.com\/discussion\/108410\/using-the-created-date-field-in-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108410\/using-the-created-date-field-in-formulas","format":"Rich","lastPost":{"discussionID":108410,"commentID":388557,"name":"Re: Using the \"Created Date\" field in formulas","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388557#Comment_388557","dateInserted":"2023-08-02T17:51:15+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":"2023-08-02T18:59:20+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\/C0IGNY6CEA25\/capture-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Capture.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:13:22+00:00","dateAnswered":"2023-08-02T15:09:48+00:00","acceptedAnswers":[{"commentID":388501,"body":"
The Created (date) field is not the issue in this instance. The problem is the data in your Invoiced Date column is actually text strings instead of date values.<\/p>
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Try putting this into a date type column and using this new column in place of the Invoiced Date column in your original formula.<\/p>
=DATE(VALUE(MID([Invoiced Date (EP)]@row, FIND(\" \", [Invoiced Date (EP]@row) - 4, 4)), VALUE(LEFT([Invoiced Date (EP)]@row, FIND(\"\/\", [Invoiced Date (EP)]@row) - 1)), VALUE(MID([Invoiced Date (EP)]@row, FIND(\"\/\", [Invoiced Date (EP)]@row) + 1, FIND(\"\/\", [Invoiced Date (EP)]@row, FIND(\"\/\", [Invoiced Date (EP)]@row) + 1) - (FIND(\"\/\", [Invoiced Date (EP)]@row) + 1))))<\/p>"},{"commentID":388539,"body":"
Double check that you are putting it in a date type column. Can you also provide a screenshot of those same rows with the errors but also showing the Invoiced Date? It is working for me.<\/p>
<\/p>
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/2HVBEXTRHVVR\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n