Summation of costs
Hi all,
Disclaimer: SS newbie/teaching myself.
I have Control Center provisioning a set of artifacts once a project is approved. Specifically a cost tracking sheet that I'm trying to roll into a Portfolio Summary, and I've hit a wall. I'm trying to roll up all actual costs into the Portfolio Summary in the Actual column. I've tried SUM, SUMIF, SUMIFS, and Index functions in the Portfolio Summary , but when I provision a new project and add metrics in the Cost tracking sheet, they don't roll into the Portfolio Summary sheet. I believe it's either the way the Cost tracking sheet is set up or simply incorrect formulas. Several hours in and no success. Your feedback is appreciated.
Source sheet:
Destination sheet:
Answers
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Intern98 ✭✭✭Hi can you explain more on what data [Actual] pulls from and what outcome is needed.
Also how is the source sheet set up, example, how new projects get added in?
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Seth ✭
Hello,
Projects are at the row level in the Portfolio Summary. The source sheet is a project level Cost Tracking sheet. I was trying to set up the Portfolio Summary so that when new projects are created (including the project level Cost Tracking sheet) and metrics get added to the Actual Column those figures roll into the Portfolio Summary at the row (project) level.
Seth
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Intern98 ✭✭✭
are you able to provide a snapshot of how a new project is like in the source sheet?
Might be able to visualise that way better.
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Hey Seth,
I don’t believe this is a formula error. The portfolio summary can roll up data from your control center provisioned projects through a cell link. You’ll need to either reconfigure the program in control center to add that data to the portfolio summary.
A great second option is to create a separate sheet as a part of your control center toolkit that becomes a metadata sheet that all your other assets feed into via cell links. Then use this sheet to populate the portfolio summary.
curious. What types of projects is the use case for?
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Hi @Stephanie D<\/a> <\/p> I hope you're well and safe!<\/p> Try something like this.<\/p> =COUNTIF(Status:Status, \"Green\")<\/p> =COUNTIF([% Complete]:[% Complete], \"Half\")<\/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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106897,"type":"question","name":"Delinquency Report","excerpt":"Hi SmartSheet Community, How do you pull a delinquency report showing month to month stagnation, in the same column across sheets? I'd like to send a monthly update request form for the \"assign to\" with their lists and pull only those item's whose %complete hasn't been updated in the last 30days. 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