Automatic RYGB Lights

Hi All,

Currently I'm trying to make my RYGB column give the right color light when it meets certain criteria. This must be based on a Start Date column, End Date column and a status column, but I can't seem to figure out a formula that works.

So the way it should work is like below:

image.png

Is there anyone who might know a solution?


Thanks in advance!

Best Answer

  • Emilio Wright
    Emilio Wright ✭✭✭
    Answer ✓

    @Jeffrey WagemansI created the formula based on your table, although it has gaps and you will begin to notice them when users begin to use the fields. I found one but have not changed the formula since you provided the needed information.

    image.png


    =IF([email protected]= "not started", IF(OR(ISBLANK([Start Date]@row), ISBLANK([End Date]@row)), "Blue", IF([Start Date]@row > TODAY(), "Blue", "Red")), IF([email protected]= "in progress", IF([End Date]@row < TODAY(), "Red", "Yellow"), IF(AND([email protected]= "Completed", [End Date]@row < TODAY()), "Green", IF([email protected]= "Canceled", "Blue", "Blue"))))


    I created a formula similar to this on my Project Plans. I opted by not caring what the user had on the Status field unless it was something critical like "At Risk" or "Abandoned" or "Completed". I simply used the Date fields to guide my Status. You can kind of gauge what status it should be based on the dates.


    This is a snippet of the formula but I think it conveys the message. Don't mind the parenthesis as I simply cut this from my formula without checking if the parentheses have pairs.


    IF(AND(NOT(ISBLANK([Start Date]#)), NOT(ISBLANK([End Date]#))), IF(AND([Start Date]# <= TODAY(), [End Date]# >= TODAY()), "In Progress", IF(AND([Start Date]# <= TODAY(), [End Date]# < TODAY()), "Completed", "Planned Not Started")), "Unplanned"))

Answers

  • @Jeffrey WagemansI can help you make the formula, it would be quite a few nested IF statements. Normally I would take the column that has the most options per group as the initial criteria since it will result in fewer IF statements.

  • Emilio Wright
    Emilio Wright ✭✭✭
    Answer ✓

    @Jeffrey WagemansI created the formula based on your table, although it has gaps and you will begin to notice them when users begin to use the fields. I found one but have not changed the formula since you provided the needed information.

    image.png


    =IF([email protected]= "not started", IF(OR(ISBLANK([Start Date]@row), ISBLANK([End Date]@row)), "Blue", IF([Start Date]@row > TODAY(), "Blue", "Red")), IF([email protected]= "in progress", IF([End Date]@row < TODAY(), "Red", "Yellow"), IF(AND([email protected]= "Completed", [End Date]@row < TODAY()), "Green", IF([email protected]= "Canceled", "Blue", "Blue"))))


    I created a formula similar to this on my Project Plans. I opted by not caring what the user had on the Status field unless it was something critical like "At Risk" or "Abandoned" or "Completed". I simply used the Date fields to guide my Status. You can kind of gauge what status it should be based on the dates.


    This is a snippet of the formula but I think it conveys the message. Don't mind the parenthesis as I simply cut this from my formula without checking if the parentheses have pairs.


    IF(AND(NOT(ISBLANK([Start Date]#)), NOT(ISBLANK([End Date]#))), IF(AND([Start Date]# <= TODAY(), [End Date]# >= TODAY()), "In Progress", IF(AND([Start Date]# <= TODAY(), [End Date]# < TODAY()), "Completed", "Planned Not Started")), "Unplanned"))

  • Hi Emilio!


    Thank you so much, it worked!

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If you have a unique ID (like ticket number) that is in both sheets, you could use DataMesh if you have access to that or cross sheet formulas to pull in the data you want based on the matching unique ID.<\/p>

Otherwise, you'd have to use an Add-on. If you are interested in hearing about an add-on that can do this, send me a message at https:\/\/smartsheetguru.com\/contact<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106845,"type":"question","name":"Count function","excerpt":"Hi I need help with a formula. I have a column that I want to count but only based on a values in a different column. I have tried the following formula but it's not working and I can't figure out what I am doing wrong. =countif([Test Script #]:[Test Script #], [Pass ?]:[Pass ?], <> \"N\/A\") The Test Script # column is the…","categoryID":322,"dateInserted":"2023-06-23T17:50:06+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":127983,"lastUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":54,"score":null,"hot":3375096049,"url":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106845,"commentID":382093,"name":"Re: Count function","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382093#Comment_382093","dateInserted":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T19:30:46+00:00","dateAnswered":"2023-06-23T19:28:59+00:00","acceptedAnswers":[{"commentID":382092,"body":"

@Carol-Anne Cerbone<\/a> <\/p>

How about this?<\/p>

=COUNT([Test Script #]:[Test Script #]) - COUNTIF([Pass?]:[Pass?], =\"N\/A\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106844,"type":"question","name":"Avg number of selections per condition","excerpt":"Hi there, I need some help. I'm trying to calculate the avg number of issues per condition in our master tracker. The issues are in a multi-value cell {Rev Rec Master Tracker Range 1} while the condition is a single-value cell in {Rev Rec Master Tracker Range 2} with values either as \"Backlog\" or \"Net New\". I'd like to…","categoryID":322,"dateInserted":"2023-06-23T17:36:11+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162710,"lastUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":42,"score":null,"hot":3375089541,"url":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106844,"commentID":382062,"name":"Re: Avg number of selections per condition","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382062#Comment_382062","dateInserted":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T18:35:49+00:00","dateAnswered":"2023-06-23T18:26:57+00:00","acceptedAnswers":[{"commentID":382060,"body":"

So for \"Backlog\" you would want it to count 3 Action Plan Notes and then divide by 2 \"Backlog\" entries? If so, try this:<\/p>

=COUNTM(COLLECT({Action Plan Notes}, {RR Type}, @cell = \"Backlog\")) \/ COUNTIFS({RR Type}, @cell = \"Backlog\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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