"Sum over Sub-items" For Dates / Aggregate Dates - with the ability to choose Max or Min Date
I'd like to see my dates roll up the hierarchy so that I can see higher level estimates as they roll up. For example, if I have a folder for a project and I have a number of tasks underneath, I'd like to see the latest due date in the project, or the earliest start date.
Josh Baruch
shared this idea
Already possible with latest Structure – see comments for details. More improvements are coming.
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Josh, for aggregation through the hierarchy you need to use curly brackets -- MAX{}, not MAX(). These are "aggregate functions", not the usual functions. Please see documentation here: https://wiki.almworks.com/display/structure/Aggregate+Function+Reference
Also, you'll need to turn off "Sub Over Sub-Issues", as the aggregation will be done by formula itself.
Please let me know if this helped!
Igor -
Josh Baruch
commented
This isn't working correctly for me. I wrote my formula as "MAX(Target_Date_Complete)" and checked "Sum over Sub-tasks", I get values that don't make sense for my data. With tickets all set in 2018, on the folder level I'm seeing "2024".
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Hi Josh,
Thanks for your idea! This is possible already with the Formula column in the latest versions of Structure. Add a new column, pick "Formula..." type and write the following formula:
MAX { due_date }
or
MIN { start_date }
More information is available in documentation: https://wiki.almworks.com/x/ILjrAQ
We do have other improvements planned though that would make this possible without the formula, so I'm switching this one to "Planned".
Kind regards,
Igor