在Portfolio Rollup中收集多个项目名称?

数据收集在下面的示例摄入表中,指标总结在下面的另一个指标表中。

image.png
image.png

下面的公式收集项目ID,并给出每个相关平台和状态的计数。然而,我需要在我的投资组合仪表板上显示项目名称以及计数。

如何修复Join公式以收集各种项目名称?(IF语句用于删除零计数,以在散点图中隐藏它们)。

=COUNT(COLLECT({项目ID},{项目状态},(电子邮件保护))) =IF(COUNT(COLLECT({项目ID},{项目平台},[平台1]$1,{项目状态},(电子邮件保护)) >= 1, COUNT(COLLECT({项目ID},{项目平台},[平台1]$1,{项目状态}(电子邮件保护))), "") =JOIN((COLLECT({项目名称},{汇总状态},(电子邮件保护))), ", ")

这是我目前得到的输出:

image.png

这里是一个示例仪表板,我想在每个平台摘要中显示项目名称。

image.png


最佳答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    你好!谢谢你的标签,@Lucas Rayala

    这很奇怪。@breso你介意帮我试几样东西吗?

    1. 你能把过滤器在源表上使用相同的信息来查看这13行是什么?
    2. 你能再检查一下吗{项目名称}引用以确保它没有看到另一列,在单元格中不知怎么地只有“项目1”?(或者可能是一张重复的表格?)看到打开的参考窗口的屏幕截图,显示突出显示的列将会很有帮助。
    3. 如果你加入一个不同的功能:

    =加入(截然不同的(收集({项目名称},{汇总状态},(电子邮件保护), ", ")

    最后一个问题……如何在源工作表中填充项目名称列,这是一个手动条目吗?

    谢谢!

    吉纳维芙

答案

  • 卢卡斯Rayala
    卢卡斯Rayala ✭✭✭✭✭

    @breso,你的连接大多是正确的,但是你不需要“$”。我还删除了collect函数周围的一组多余的括号——您可以试试吗?

    =JOIN(COLLECT({项目名称},{汇总状态}),(电子邮件保护)), ", ")


  • breso
    breso ✭✭✭

    @Lucas Rayala

    感谢您的回复!我复制了公式,但我仍然得到相同的输出“项目一,,,,,,,,,,,,”

  • 卢卡斯Rayala
    卢卡斯Rayala ✭✭✭✭✭
    编辑02/28/23

    @breso这似乎意味着它在项目名称中发现了许多空单元格,其中Rollup Status为“Active”。乍一看,这似乎不是你的文件的情况下,但添加排除只是为了安全:

    =JOIN(COLLECT({项目名称},{汇总状态}),(电子邮件保护),{滚动状态},LEN(@cell)>0), ", ")

    (我喜欢使用LEN函数——它查找单元格中的字符数——来计算空单元格,但您也可以使用@cell<>"")

    你可以在弄清楚这个之后把悬空逗号清理掉。

  • breso
    breso ✭✭✭

    @Lucas Rayala

    再次感谢!通过项目1,,,,,,,,,,,,,它仍然有相同的输出。在智能表中是否有一个数组函数,也许这些名称正在被空格取代?因为该函数的count版本返回13,并匹配逗号。它应该抓取上表中的所有项目名称,除了那些处于On-Hold (Rollup Status Column)的项目名称。但在这里,如果没有办法做到这一点也没关系,因为我怀疑我能否在仪表板图表中显示所有这些名称。

  • 卢卡斯Rayala
    卢卡斯Rayala ✭✭✭✭✭

    @breso这很奇怪。试着替换”(电子邮件保护),加上实际的单词“Active”,看看你得到了什么。@Genevieve P。你遇到过这个吗?简单总结一下,他有一个简单的JOIN—COLLECT函数,该函数应该基于[Rollup Status]从[Project Name]中提取内容。

    声明是这样的:

    =JOIN(COLLECT({项目名称},{汇总状态}),(电子邮件保护)), ", ")

    ,“(电子邮件保护)对应于汇总状态。当他指着(电子邮件保护)在"Active"这个词前,他得到的是第一个"Project 1",然后是一串逗号,听不懂。想法吗?

    image.png

    他看到的是这样的:

    “项目一,,,,,,,,,,,,”

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    你好!谢谢你的标签,@Lucas Rayala

    这很奇怪。@breso你介意帮我试几样东西吗?

    1. 你能把过滤器在源表上使用相同的信息来查看这13行是什么?
    2. 你能再检查一下吗{项目名称}引用以确保它没有看到另一列,在单元格中不知怎么地只有“项目1”?(或者可能是一张重复的表格?)看到打开的参考窗口的屏幕截图,显示突出显示的列将会很有帮助。
    3. 如果你加入一个不同的功能:

    =加入(截然不同的(收集({项目名称},{汇总状态},(电子邮件保护), ", ")

    最后一个问题……如何在源工作表中填充项目名称列,这是一个手动条目吗?

    谢谢!

    吉纳维芙

  • breso
    breso ✭✭✭
    编辑03/01/23

    你好@Genevieve P。&@Lucas Rayala

    感谢所有的故障排除建议,您的解决方案有效!

    1. (图1)我在源表(项目输入表)上应用了滤镜。
    2. (图2)我验证了引用和Rollup Status有正确的来源,但是项目名称链接到项目1的项目元数据表,而不是项目输入表。问题被纠正了!!它找不到项目名称是有道理的。
    3. 此外,在我纠正项目名称源之前,我测试了DISTINCT函数,它只是删除了所有的逗号“,”。
    4. 虽然,我现在意识到我不能在散点图中显示名字,也不能制作我想要的项目管道/漏斗/气泡图。
    image.png
    image.png
    image.png
    image.png


  • 卢卡斯Rayala
    卢卡斯Rayala ✭✭✭✭✭
    编辑03/01/23

    @breso很高兴它起作用了!我知道@Genevieve P。知道该怎么做。

    如果你想要一些在视觉上有效的东西,你可以将公式更新为:

    =JOIN(COLLECT({项目名称},{汇总状态}),(电子邮件保护)), CHAR (10))

    “CHAR(10)”是一个回车,它将把所有内容作为一个垂直列表放在一个单元格中。如果将鼠标悬停在该单元格上,整个列表将以悬停文本的形式弹出。然而,第一个项目会显示出来,可能会让人感到困惑,他们可能会认为这是唯一的项目。

    你可以做两件事中的一件来纠正这个问题:

    • 换行文本:这将把单元格的高度扩展到列表的高度。这很可能是不可取的。
    • 把公式改成这样:

    =IF(COUNT(COLLECT({项目名称},{汇总状态}),(电子邮件保护)>1, "Hover for list" + CHAR(10) + JOIN(COLLECT({Project Name}, {Rollup Status},(电子邮件保护)), JOIN(COLLECT({项目名称},{Rollup状态},(电子邮件保护)))

    这将做什么:如果返回列表多于1项,它将添加短语“Hover for list”作为返回的第一项。这将使人们将鼠标悬停在单元格上触发弹出框并看到其余的内容。只是一个想法!很高兴你至少能解决这个问题:)

帮助文章参考资料欧宝体育app官方888

想要直接在智能表中练习使用公式吗?

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Make sure you are following the appropriate steps for creating cross sheet references.<\/p>


<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2482644-create-cross-sheet-references\n <\/a>\n<\/div>


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You would need a helper column on the metrics sheet (called \"Number\" in this example). You would manually enter the numbers 1 - whatever to cover the maximum number of possible unique classes. I also suggest a bit of a buffer just in case.<\/p>


<\/p>

Then the formula to pull in the distinct list would be<\/p>

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