Formula to Average Performance Score for Various Service Categories
I am trying to create a formula that averages the performance score of various service categories.
For example, whenever the service category (drop down box) has "civil engineer" selected, I want a running formula that averages all the civil engineer ratings. I have tried using the =averageif() formula, but I continue to get an error.
I would like the formula to be on the bottom row:
Best Answer
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Paul Newcome ✭✭✭✭✭✭In that case you would use the same syntax but you would reference the column in the sheet using the appropriate column name.
[Column name]:[Column name]
Answers
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Paul Newcome ✭✭✭✭✭✭
Can you share a screenshot of where you are wanting to put this formula?
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ullkay95 ✭
Hi Paul - I rewrote my original question as I realized that wasn't the formula i was looking for. I also included a screenshot of where I would like the formula to calculate. Thanks!
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Paul Newcome ✭✭✭✭✭✭
I'm still not sure I follow. You want to enter (for example) "Civil Engineer" in the bottom blue row of the second screenshot and have it display averages, but the source data doesn't look like it has all of the categories broken out. Just an overall Performance Score?
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ullkay95 ✭
The "Performance Score" column averages out the above ratings of our a vendor performed. The "Service Category" will have various vendors such as: Civil Engineer, Architect, Traffic Consultant, etc. For now, we only have a rating for a Civil Engineering firm (this is a form that our project manager will use to rate our consultants).
The bottom blue row averages out the overall scoring for services provided no matter their service category. Underneath that, I want to average the performance score for the service categories:
Service Category Average Performance Score
Civil Engineer 4.8
Architect 3.5
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Paul Newcome ✭✭✭✭✭✭
An AVERAGEIF should be the way to go then.
=AVERAGEIF({Source Sheet Vendor Column}, @cell = "Civil Engineer", {Source Sheet Schedule Column})
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ullkay95 ✭
I am getting an invalid reference when following your formula:
=AVERAGEIF({service category}, [Service Category]22, {performance score}
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Paul Newcome ✭✭✭✭✭✭
#INVALID REF means you did not create the cross sheet reference(s). Is this formula going on the same sheet as the source data or a different sheet?
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ullkay95 ✭
Same sheet as the source data is preferred.
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Paul Newcome ✭✭✭✭✭✭
In that case you would use the same syntax but you would reference the column in the sheet using the appropriate column name.
[Column name]:[Column name]
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ullkay95 ✭
That worked! What finally did the trick was the ":" between the []:[].
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Paul Newcome ✭✭✭✭✭✭
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The formula below will get what you need. With Smartsheet, you have to convert % to decimal values in formulas. <\/p>
=IF([Participation %]@row = 0, \"Not Participating\", IF([Participation %]@row > 0.8, \"On Track\", IF(AND([Participation %]@row < 0.81, [Participation %]@row > 0), \"Needs Improvement\", \"Blank\")))<\/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":108795,"type":"question","name":"Error Using Max Function","excerpt":"Having an issue with the Max formula. Appreciate any advice the community can provide. This formula is giving me an Invalid Column Error: =MAX([End Date]195:[End Date]220) However, this one works fine so I don't see why there would be an invalid column error on the first formula. =NETWORKDAYS([End Date]207, [Start…","snippet":"Having an issue with the Max formula. Appreciate any advice the community can provide. This formula is giving me an Invalid Column Error: =MAX([End Date]195:[End Date]220)…","categoryID":322,"dateInserted":"2023-08-10T15:42:27+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T19:20:09+00:00","insertUserID":147716,"insertUser":{"userID":147716,"name":"Laura Krylov ASGLLC","url":"https:\/\/community.smartsheet.com\/profile\/Laura%20Krylov%20ASGLLC","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzqP5l6RPvTnPZ_FElh_Gd3nK2OrCoGmkfTmo11=s96-c","dateLastActive":"2023-08-10T19:05:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-10T20:59:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":27,"score":null,"hot":3383379756,"url":"https:\/\/community.smartsheet.com\/discussion\/108795\/error-using-max-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108795\/error-using-max-function","format":"Rich","lastPost":{"discussionID":108795,"commentID":390113,"name":"Re: Error Using Max Function","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390113#Comment_390113","dateInserted":"2023-08-10T19:20:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-10T20:59:33+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":"2023-08-10T17:50:34+00:00","dateAnswered":"2023-08-10T15:59:34+00:00","acceptedAnswers":[{"commentID":390050,"body":"
Is the column you are inserting the formula into formatted as a date column?<\/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":108786,"type":"question","name":"Can't Save Field Logic Updates in Dynamic View","excerpt":"Hi all, I've seen a few similar posts regarding this, but they were from a few years back so not sure if anything has changed. I want to add Field Logic to a field in our form. It asks the user to select a Category and to deter using Issues\/Miscellaneous, I have added a dropdown column in the sheet for the user to confirm…","snippet":"Hi all, I've seen a few similar posts regarding this, but they were from a few years back so not sure if anything has changed. I want to add Field Logic to a field in our form. It…","categoryID":322,"dateInserted":"2023-08-10T14:14:23+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T16:42:12+00:00","insertUserID":158227,"insertUser":{"userID":158227,"name":"BristolCVN","url":"https:\/\/community.smartsheet.com\/profile\/BristolCVN","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T15:49:46+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":19,"score":null,"hot":3383364395,"url":"https:\/\/community.smartsheet.com\/discussion\/108786\/cant-save-field-logic-updates-in-dynamic-view","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108786\/cant-save-field-logic-updates-in-dynamic-view","format":"Rich","tagIDs":[443],"lastPost":{"discussionID":108786,"commentID":390063,"name":"Re: Can't Save Field Logic Updates in Dynamic View","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390063#Comment_390063","dateInserted":"2023-08-10T16:42:12+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+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\/8C0H47JEM9MT\/fieldlogic.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"fieldlogic.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T15:49:43+00:00","dateAnswered":"2023-08-10T14:51:23+00:00","acceptedAnswers":[{"commentID":390035,"body":"
Hi @BristolCVN<\/a> <\/p> I hope you're well and safe!<\/p> You must add\/change the Rule #1 name.<\/p> Did that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":443,"urlcode":"dynamic-view","name":"Dynamic View"}]}],"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":[]}">
