I am trying to use a COUNTIF formula on an item so I can count how many Subitems have the status of “Complete” and show it at the Item level.
For example I you have an Item which contains 10 subitems. At the item level I want to be able to have a column that looks at the SubItems and tells me how many of them have been marked as Complete. I then want to be able to use that number to report in Board level graph of how many subitems are complete.
I don’t think that is possible out-of-the-box. Subitem data can be summarized to a parent column, but:
that parent column is mirror (special type) and can’t be used in dashboards
it summarizes all status values in a kind of battery widget
There is an app called Rollup Subitems (see here) that can count the number of subitems with a given status. I can do much more with summarizing subitem data.
Hi Anna
Hope all is well
You should be able to achieve this by using an if formula at subitem level
Then adding the Summary of the formula to the Parent item
Formula for Complete count is
IF({Status}=“Complete”,1,0)
Formula for To Complete count is
IF({Status}=“Complete”,0,1)
You can see that the formulas count the subitem status then roll up into the Parent Item
I have a similar question: I have multiple subitems that are documentation I need to ensure arrive 7 weeks before a certain date.
I want to automate a notification to the client at that time if I am still missing certain documents, but the only subitem recipe that I can find requires all Statuses (say, “Received”) to be the same.
Is there any way to automate notification if not all subitem statuses are “Received” ?
I’d love to see how you rounded that information into this widget!
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
6
Counting the Sub-items with a specific status can be easily done with the Advanced Formula Booster, the 3rd-party app that revolutionizes formulas in monday in many ways. Here are the ones that are relevant for this formula:
The AFB does NOT use the formula column at all, but rather casts its results to any type of column.
A formula doesn’t only access (ie. read/update) columns from the item that triggers the formula but any item in your monday.com account (previous item, next item, other items in the same group, in the same board, etc.). In this case, what is of interest is its ability to read sub-items.
A formula can trigger notifications
Here is the formula I created for this use case.
The syntax on the left, the simulation on the right:
I could have written this formula using less lines, but since the editor allows for up to 100, I usually try to be more verbose.
When you see a text between square brackets like [SubItemStatuses], these are variables, i.e. the values are stored under this name so they can be used later in the formula.
On line 9, I write the completion rate to a {Completion} Numbers column I added to the item. If the objective of the formula is only to get a notification, I might as well have stored the result in a variable and not use an extra column.
If the completion rate is important, it can be better formatted. And since it is stored in a regular Numbers column it can be used anywhere.
As far as the notification is concerned, the text doesn’t show in the screenshot. It can be text-only, html and can include any values. The app allows you to design notification templates in another screen.
Hello @annadayton ,
I can also suggest a workaround with Smart Spreadsheet. You can auto import a board into a spreadsheet and work with it as if your board is a spreadsheet table. You can do it directly on a dashboard and coun statuses with the Pivot table and then visually represent the necessary statuses: