Formula Needed
Hi Smartsheet Team,
I am looking for help with a formula:
I have a column "Schedule Health" that has RYG Balls I am wanting this to change color based on certain criteria from 3 other columns "Status", "Start Date", "End Date".
Ball is GREEN if "Start Date" is 7 days from today (ie project has not started yet)
Ball is GREEN if "Status" is "Complete"
Ball is YELLOW if "Start Date" is 3 days from today
Ball is YELLOW if "Status" is "In Progress" and "Start Date" is in the future
Ball is RED if "Status" is "In Progress" and "Start Date" is today or past (Project running late)
Ball is RED if "Status" is "In Progress" and "End Date" is today or later (Project started but not completed on time)
Ball is RED if "Status" is anything other than "Complete" at "End Date" for today or late (No body has updated the project and its late to complete)
Can anyone help me please?
Best Answer
-
Itai ✭✭✭✭✭Hey@Rod Sanderson,
=IF(OR(AND([email protected]<> "Complete", [End Date]@row <= TODAY()), AND([email protected]= "in progress", [End Date]@row >= TODAY()), AND([email protected]= "in progress", [Start Date]@row <= TODAY())), "Red", 0)
I think this should work for the red.
Let me know if this is the direction you are looking for and I can write the rest of the colors as well.
Itai Perez
Project Manager | Transformation Department
Gong cha
Answers
-
Itai ✭✭✭✭✭
Hey@Rod Sanderson,
=IF(OR(AND([email protected]<> "Complete", [End Date]@row <= TODAY()), AND([email protected]= "in progress", [End Date]@row >= TODAY()), AND([email protected]= "in progress", [Start Date]@row <= TODAY())), "Red", 0)
I think this should work for the red.
Let me know if this is the direction you are looking for and I can write the rest of the colors as well.
Itai Perez
Project Manager | Transformation Department
Gong cha
-
Wow such a quick response - that looks like exactly what I am looking for - if you could do it for the other colors I will drop it into sheet and run it! THANK YOU!
-
I placed this in my Smartsheet and it works for some of Red except it does not change to Yellow if the status in 'In progress" and between the "Start Date" and "End Date" - Also if the project is "In progress" before the "Start Date" it also goes Red, and will you be able to build for Yellow and Green too please.
-
Hi Itai did you see my response. It appears that the RED is not reacting appropriately and I was hoping you could help me to build the formula for the Yellow and Green?
Help Article Resources
Categories
[Column name]:[Column name]<\/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":108278,"type":"question","name":"How do you calculate the average number of days between a submitted date and a start date?","excerpt":"Additional context: We use Smartsheet to track support requests from the organization. We have an automated column that records the day the form is filled out. The form also has a date range of when they need their request completed by. I would like to calculate the average amount of days people provide from the day they…","snippet":"Additional context: We use Smartsheet to track support requests from the organization. We have an automated column that records the day the form is filled out. The form also has a…","categoryID":322,"dateInserted":"2023-07-28T20:36:42+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T21:00:45+00:00","insertUserID":128090,"insertUser":{"userID":128090,"name":"Carlos Fernandez-Torres","url":"https:\/\/community.smartsheet.com\/profile\/Carlos%20Fernandez-Torres","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T21:30:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T18:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":37,"score":null,"hot":3381156447,"url":"https:\/\/community.smartsheet.com\/discussion\/108278\/how-do-you-calculate-the-average-number-of-days-between-a-submitted-date-and-a-start-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108278\/how-do-you-calculate-the-average-number-of-days-between-a-submitted-date-and-a-start-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108278,"commentID":387924,"name":"Re: How do you calculate the average number of days between a submitted date and a start date?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387924#Comment_387924","dateInserted":"2023-07-28T21:00:45+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T18:57:22+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/QO67SBLMOJQA\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T21:01:27+00:00","dateAnswered":"2023-07-28T21:00:45+00:00","acceptedAnswers":[{"commentID":387924,"body":"
=[End Date]@row - [Start Date]@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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108271,"type":"question","name":"Conditional formula - if a date is less than 30 days from today","excerpt":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula. =IF(AND([Event Date] > TODAY(), [Event Date] <= TODAY() + 30), \"Less than 30 days from today\", \"More than 30 days from today\") Help?","snippet":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula.…","categoryID":322,"dateInserted":"2023-07-28T18:21:58+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":159884,"lastUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":33,"score":null,"hot":3381143059,"url":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","format":"Rich","lastPost":{"discussionID":108271,"commentID":387894,"name":"Re: Conditional formula - if a date is less than 30 days from today","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387894#Comment_387894","dateInserted":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+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":"2023-07-28T19:21:56+00:00","dateAnswered":"2023-07-28T18:55:42+00:00","acceptedAnswers":[{"commentID":387890,"body":"
Try this:<\/p>
=IF(ISDATE([Event Date]@row), IF(AND([Event Date]@row > TODAY(), [Event Date]@row <= TODAY(30)), \"Less than 30 days from today\", \"More than 30 days from today\"), \"\")<\/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":[]}">
