Could anyone help us create the proper formula? Parent/Children Health based off Due Dates
We are trying to utilize Smartsheet to list out, follow, and forecast our project schedules. The idea is that each Milestone of the Project is the Parent and the steps within the milestone are the children. We are having issues with the parents correctly representing an issue/delay within its children. Right now the formula we are using is:
=IF([Start Date]39 > TODAY(), "Blue", IF(AND([% Complete]39 < 1, [End Date]39 < TODAY()), "Red", IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", "Green")))
this was taken from row 39 of a sheet (would love a universal @ row Formula)
Essentially we want the health to reflect the steps current status in this way
Red means Overdue (Due Date>Today )
Yellow means Status is In Progress AND Due Date upcoming (Due Date<14 Days away)
Green means Status is in Progress, Start date has passed, but has not within 14 days of being Due
Blue means Status is In Queue
If anyone can assist with this vision it would be much appreciated!
Answers
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Hank Dunlap ✭✭
If you are using %complete, you can use something like this:
=IF([% Complete]@row = 1, "Green", IF([End Date]@row < TODAY(), "Red", IF([End Date]@row <= TODAY(3), "Yellow", "Green")))
Does that help?
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Thank you for your suggestion Hank!
We are more looking to make a formula which reflects something like this: (for some reason this is Unparseable)
=IF([Start Date]@row > TODAY(), "blue"), IF([% Complete]@row > 1, "yellow"), IF(AND([% Complete]@row < 100, ([End Date]@row > TODAY()), "Red")
essentially combining the four formulas below into one formula
=IF([Start Date]@row > TODAY(), "blue")
=IF([% Complete]@row >= 1, "yellow")
=IF(AND([% Complete]@row < 100, ([End Date]@row > TODAY()), "Red")
=IF(Status@row = "Complete", "Green")
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Paul Newcome ✭✭✭✭✭✭What if a task is less than 14 days away? You could have a task that is not yet started but the due date is within 14 days?
Based on your most recent post, I would use something along the lines of...
=IF(Status@row = "Complete", "Green", IF([Start Date]@row> TODAY(), "Blue", IF([End Date]@row< TODAY(), "Red", "Yellow")))
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=TODAY() - IF([Assigned Date]@row <> \"\", [Assigned Date]@row, DATEONLY(Created@row))<\/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":109212,"type":"question","name":"INDEX MATCH with multiple values question","excerpt":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker that I'd like to check off if the Candidate name AND the Evaluator name match in both sheets. There will be duplicate results for each column…","snippet":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker…","categoryID":322,"dateInserted":"2023-08-21T17:26:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T20:29:09+00:00","insertUserID":165425,"insertUser":{"userID":165425,"name":"MarcM","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MarcM","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T20:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3385290352,"url":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","format":"Rich","lastPost":{"discussionID":109212,"commentID":391719,"name":"Re: INDEX MATCH with multiple values question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391719#Comment_391719","dateInserted":"2023-08-21T20:29:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:28:55+00:00","dateAnswered":"2023-08-21T19:17:27+00:00","acceptedAnswers":[{"commentID":391690,"body":"
I think I would just use a COUNTIFS in this situation:<\/p>
=IF(COUNTIFS({FY24 Hirevue Response Sheet Range 1}, [Evaluator Name]@row, {FY24 Hirevue Response Sheet Range 2}, [HV Candidate Name]@row) > 0, 1, \"\")<\/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":109221,"type":"question","name":"Auto populate with current, past, or upcoming text based on year","excerpt":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or \"Upcoming\" based on what's in the Year column. I've put in the following formula but get an error (#UNPARSEABLE) =IF(Year@row = YEAR(TODAY()),…","snippet":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or…","categoryID":322,"dateInserted":"2023-08-21T18:28:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165112,"lastUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3385288842,"url":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","format":"Rich","lastPost":{"discussionID":109221,"commentID":391688,"name":"Re: Auto populate with current, past, or upcoming text based on year","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391688#Comment_391688","dateInserted":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T18:51:50+00:00","dateAnswered":"2023-08-21T18:50:14+00:00","acceptedAnswers":[{"commentID":391687,"body":"
See if this works for you:<\/p>
=IF(Year@row = YEAR(TODAY()), \"Current\", IF(Year@row < Year(today()),\"Past\", IF(Year@row > YEAR(today()), \"Upcoming\", 0)))<\/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":[]}],"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":[]}">
