Return value based on a MAX date and other criteria
Me again
Is it possible to create a summary report that shows the individual rows of data based on the latest date (Date of Completion) and other columns so as to only show 1 row per location (multiple locations can occur in a single building) - See example image below
The items in green have the latest dates against their respective locations and would pull through from the Source Data (top) to the Summary Report (bottom)
Any ideas?
Thanks
Dan
Best Answer
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Paul Newcome ✭✭✭✭✭✭
You can filter on multiple columns (up to 3). If you wanted a report, you could inset a checkbox column and use something along the lines of...
=IF([Date of Checks]@row = MAX(COLLECT([Date of Checks]:[Date of Checks], Building:Building, Building@row, Location:Location, Location@row)), 1)
This will check the box on every row for the most recent update for that particular building/location combo.
Answers
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Paul Newcome ✭✭✭✭✭✭
Did you manually highlight those rows or are they highlighted through some kind of conditional formatting?
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Hi Paul
The colours are just to show which ones should carry through, so yes manually :)
I'm going to test if it's possible to sort by multiple columns i.e. primary sort = Date and secondary sort = Location and see if it gives me what I need
If however, my original method is possible I would love to try that as well to see which provides the best solution
Thanks
Dan
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Paul Newcome ✭✭✭✭✭✭
You can filter on multiple columns (up to 3). If you wanted a report, you could inset a checkbox column and use something along the lines of...
=IF([Date of Checks]@row = MAX(COLLECT([Date of Checks]:[Date of Checks], Building:Building, Building@row, Location:Location, Location@row)), 1)
This will check the box on every row for the most recent update for that particular building/location combo.
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I tried that but I only get the UNPARSEABLE error message
Is there perhaps a statement missing for the IF or MAX values?
Thanks
Dan
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@Paul Newcome- I think it got it working - missed a bracket!
I'm guessing the COLLECT function only works with 2 critieria?
Thanks so much again
Dan
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Paul Newcome ✭✭✭✭✭✭
Happy to help.️
The COLLECT function can work with one range/criteria set, but it does require at least two ranges. The first range is the data you want to collect to be evaluated by the main function (in this case the MAX function). After that it is range/criteria set(s) to determine which rows from the first range should be pulled.
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HAS() will only return true under three conditions.<\/p>
- The cell is a multicontact cell and contains a match for the contact<\/li>
- The cell is a multiselect dropdown and contains a match<\/li>
- The cell is not a multicontact or multiselect dropdown and contains ONLY and EXACTLY the text you are matching against. <\/li><\/ol>
I am assuming your row in question is a standard Text\/Number cell? If so, you will need to get somewhat creative with some CONTAINS() statements.<\/p>
This will narrow down your matches to only cells that contain a space both before and after TAC. If, however, TAC can appear as the first or last \"word\" in the cell, it would not match in that circumstance as there would only be a space on one side.<\/p>
=IF(CONTAINS(\" TAC \", [Column Name1]@row), 1, 0)<\/p>
<\/p>If TAC can appear as the first or last \"word\" in the cell, this will cover those possibilities as well.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\"), 1, 0)<\/p>
<\/p>If it is possible that TAC will be the exact entry of the cell, you will need an additional statement to cover that, as there would not be spaces on either side. This will add that option.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\", [Column Name1]@row = \"TAC\"), 1, 0)<\/p>
<\/p>If there are other situations you may have in your sheet, i.e., TAC inside parenthesis, or before or after punctuation, etc, you will additional statements to include those options as well.<\/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":109170,"type":"question","name":"COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","excerpt":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another dropdown of project names to select from), and Severity (this column displays a \"High\", \"Medium\", or \"Low\" value based on the calculated score in column…","snippet":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another…","categoryID":322,"dateInserted":"2023-08-18T20:29:26+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:12+00:00","insertUserID":165367,"insertUser":{"userID":165367,"name":"Shari D","url":"https:\/\/community.smartsheet.com\/profile\/Shari%20D","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-18T21:12:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":10,"countViews":93,"score":null,"hot":3384789758,"url":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","format":"Rich","lastPost":{"discussionID":109170,"commentID":391505,"name":"Re: COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391505#Comment_391505","dateInserted":"2023-08-18T21:13:12+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+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":"2023-08-18T21:12:26+00:00","dateAnswered":"2023-08-18T21:01:48+00:00","acceptedAnswers":[{"commentID":391499,"body":"