Feb 26, 2020 08:58 AM
Hi there,
I’m trying to create a “ToDo” base with sub-tasks.
I have one table with different “project” in every row, and second table with a few tasks linked to each project.
Now, I want to create a rollup record to pull out the percent of the task that is already done.
(like if I have 2 tasks for one project, and one is checked, so it’s 50% done…)
How can I do it?
Thanks!
Solved! Go to Solution.
Feb 26, 2020 10:14 AM
In your Tasks
table, I assume you have a checkbox field to mark a task as “Done”. Create a formula field called {Status Rollup}
with something like this:
IF({Done}, 1)
Now in your Projects
table, first create a Count field called {Total Tasks}
that counts the number of linked Tasks
.
Now create a Rollup field called {Task Status Rollup}
, that rolls up the {Tasks}
linked records, the {Status Rollup}
field, and uses the SUM(values)
rollup function. This technique is called a conditional rollup – you created a conditional field in the Tasks
table that has the value 1 if the task is completed, and is blank otherwise. Then you rolled up this conditional field to total up the number of completed tasks linked on the Project
.
You now have the two integers you need to get your percentage - Tasks Completed / Total Tasks. So just create a formula field called {Percentage Done}
with this formula:
IF(
{Tasks},
{Task Status Rollup} / {Total Tasks}
)
And format that field as a percentage.
Feb 26, 2020 10:14 AM
In your Tasks
table, I assume you have a checkbox field to mark a task as “Done”. Create a formula field called {Status Rollup}
with something like this:
IF({Done}, 1)
Now in your Projects
table, first create a Count field called {Total Tasks}
that counts the number of linked Tasks
.
Now create a Rollup field called {Task Status Rollup}
, that rolls up the {Tasks}
linked records, the {Status Rollup}
field, and uses the SUM(values)
rollup function. This technique is called a conditional rollup – you created a conditional field in the Tasks
table that has the value 1 if the task is completed, and is blank otherwise. Then you rolled up this conditional field to total up the number of completed tasks linked on the Project
.
You now have the two integers you need to get your percentage - Tasks Completed / Total Tasks. So just create a formula field called {Percentage Done}
with this formula:
IF(
{Tasks},
{Task Status Rollup} / {Total Tasks}
)
And format that field as a percentage.
Feb 26, 2020 03:08 PM
Thank you so much, I’ll try it…
…and it works! thanks again…