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July 23, 2019
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Hello to the Forum
This is my first post on the Forum, so apologies if I am going into too much detail here
The issue I have involves two worksheets - a Project Management Summary Sheet and a Project Management Data Sheet. This document will be used by a number of team members across various teams within the company and therefore I am keen to make it as clear and easy to use as possible, I will also be adding some instructions for users.
Both of these sheets reference each other. The PM Data Sheet uses the project reference on the PM Summary Sheet and the PM SS uses the PM DS to establish the % complete of the whole project.
The PM Data Sheet has a number of rows for each project (currently 18) representing each stage of the project, and I would like to show an overall project status on the PM Summary Sheet based on the status of these rows. For example, if any 1 of the 18 stages is 'On Hold' the overall project status would be 'On Hold'. If all stages were either 'Complete' or 'N/A' the overall status would be 'Complete'.
I seem to be experiencing a mental block trying to put together the formula for this (
) hence my request to you. I have considered LOOKUP and IF statements and also INDEX, MATCH and IF statements, but seem to be going around in circles. Once I have this, I would like to represent the number of projects at each stage in a chart which I hope should be quite straightforward.
I have attached a sample version of the spreadsheet being used which should explain this more clearly - there are a couple of notes on the SS just as reminders for me to add in some funtionality / formatting.
Many thanks in advance for any advice, guidance you can offer. 
Kind regards R
Trusted Members
February 13, 2021
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Hi Rachel!
I have an IF formula for you with nested SUMPRODUCT. My initial thought was a COUNTIFS, but that doesn't account for any OR. So long winded explanation, sorry, but here's the formula I concocted.
=IF([@[Days Complete]]>0,IF(SUMPRODUCT((Table1[Project]='Project List'!$B3)*((Table1[Task Stage]="Complete")+(Table1[Task Stage]="N/A")))=COUNTIF(Table1[Project],'Project List'!$B3),"Complete","Incomplete"),"")
It's just checking to make sure the project name count in your Tracking tab = the number of Complete or N/A counts for that project. Obviously, you can change the text according to your needs. I hope this makes sense and at least gets you started toward your solution! 🙂
Dashboards
July 23, 2019
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That's perfect - thanks Jessica, that's really a great help. I haven't used SUMPRODUCT that much before, can I ask if I want to display a different Project Status depending on the task stage, would I nest another IF(SUMPRODUCT argument in the formula?
I have attempted this, which works when the Project Status is Complete, but doesn't seem to pickup the 'Awaiting Input' Task Stage so I have clearly got this wrong somewhere. 
Oh to be an Excel genius!
=IF([@[Days Complete]]>0,IF(SUMPRODUCT((Table1[Project]='Project List'!$B5)*((Table1[Task
Stage]="Complete")+(Table1[Task
Stage]="N/A")))=COUNTIF(Table1[Project],'Project List'!$B5),"Complete",IF(SUMPRODUCT((Table1[Project]='Project List'!$B5)*((Table1[Task
Stage]="Awaiting Input")))=COUNTIF(Table1[Project],'Project List'!$B5),"Awaiting Input","")),"")
Again, any pointers you can give would be very much appreciated.
Trusted Members
February 13, 2021
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Hi Rachel!
Thank you but I am far from an Excel genius.
=IF([@[Days Complete]]>0,IF(SUMPRODUCT((Table1[Project]='Project List'!$B5)*((Table1[Task
Stage]="Complete")+(Table1[Task
Stage]="N/A")))=COUNTIF(Table1[Project],'Project List'!$B5),"Complete",IF(SUMPRODUCT((Table1[Project]='Project List'!$B5)*((Table1[Task
Stage]="Awaiting Input")))=COUNTIF(Table1[Project],'Project List'!$B5),"Awaiting Input","")),"")
It looks like it is looking to compare the count like the first SUMPRODUCT formula. What you want is instead of =COUNTIF (in blue above) you want >0 - so if there is an "Awaiting input" in even one cell for that project your text would be "Awaiting Input".
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