The question may be simple or have an obvious solution, but I am struggling with this and can't solve it. Here goes:
I need help in assigning values (in €) to different companies in different projects. Let's say this is kind of a portfolio approach to a company's project.
On sheet 1: I have a Project List with a lookup column to a partner list (on sheet 2).
On sheet 2: I have a Partner List with indication on which projects they are participating.
I would like to assign, on sheet 1, an indication of each partners assigned project value (€), and have that reflected (separately and total value) on sheet 2.
One project can have multiple partners, and the same partner can be in several projects.
Do you have a solution for this? Or is there a formula for this?
Thanks in advance,
Solved! Go to Solution.
Hi Joao, assuming both sheets are linked, you could get the separate assigned project value into sheet 2 via a lookup field, and the total value via a rollup field with the formula `SUM(values)` I believe
Hi Adam, thank you for your reply.
Yes, both sheets are linked. However, I don't think I can enter separate values for multiple projects in the same cell. The structure at the moment is like this:
Project A, with defined total value, and a cell containing.
Partner 1, with 1 cell containing:
I was trying to get, for each Project, the budget share for each Partner. And then have a total across all Projects.
Hmm, okay. I'm having a hard time following how your base is set up and what your desired output is
I've created an example below, could you tell me whether this looks right? If it does, could you tell me what fields you would want, in which table, and the exact values of each field?
If it doesn't look right, could you share some screenshots of your base with example data, as well as mention what fields you'd like created and the exact desired output in said fields?
Once I know exactly what you want based off of the example data I'll be much better equipped to help
Hi Adam, that is practically what I have. In your example, I would like to know:
Please see screenshots with how I set it up.
I think, I might found a solution (don't actually know if it the best way to do it). I created a 3rd sheet where I select in 1 column the Partner, on another the project and on a 3rd the value they have in the project. (Shared a screenshot as well)
Thanks in advance.