Calculating fines due based on calendar date

Hi,


I am looking for help with calculating fines based on a missed due date, and the subsequent number of calendar days past the due date. Ideally, I would like the fine to calculate in two instances. 1) if the date in "Y1Q1 Date Payment RCVD" is greater than the due date, OR 2). the date is blank and today's date is greater than the due date.

image.png


For example:

-if the fine was $1 per day, and the date the payment was received was 1/20/24, the fine would be $5.

-if today's date was 1/20/24 and the payment date had not been recorded, it would be $5 and tomorrow it would be $6, and so on until a date is recorded.

-if there's no date recorded, but the due date has not been reached, the field would remain blank.

Best Answer

  • David Tutwiler
    David Tutwiler Overachievers Alumni
    Answer ✓

    I think this will work. The first part of the formula handles if a payment was received but was past the due date, and the second part handles if TODAY() is past the due date but no payment shows as received. It should return blank if neither requirements are met, so it inherently solves the third example.

    Formula

    =IF(NOT(ISBLANK([Y1Q1 Date Payment RCVD]@row)), IF([Y1Q1 Date Payment RCVD]@row > [Due Date]@row, [Y1Q1 Date Payment RCVD]@row - [Due Date]@row), IF(TODAY() > [Due Date]@row, TODAY() - [Due Date]@row))

Answers

  • David Tutwiler
    David Tutwiler Overachievers Alumni
    Answer ✓

    I think this will work. The first part of the formula handles if a payment was received but was past the due date, and the second part handles if TODAY() is past the due date but no payment shows as received. It should return blank if neither requirements are met, so it inherently solves the third example.

    Formula

    =IF(NOT(ISBLANK([Y1Q1 Date Payment RCVD]@row)), IF([Y1Q1 Date Payment RCVD]@row > [Due Date]@row, [Y1Q1 Date Payment RCVD]@row - [Due Date]@row), IF(TODAY() > [Due Date]@row, TODAY() - [Due Date]@row))

  • David! My hero! Thank you so much! This worked perfectly

  • David Tutwiler
    David Tutwiler Overachievers Alumni

    Awesome! Glad to hear it is working.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out theFormula Handbook template!
Hello @Michelle Choate 2<\/a> !<\/p>

Yes, use this formula:<\/p>

=IF([Date of Record]@row < DATE(2023, 7, 14), 43, IF([Date of Record]@row <= DATE(2023, 8, 22), 46))<\/p><\/div><\/div>

It looks like this:<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>


<\/p>

You can keep adding IF() statements to this for additional date limits and outputs.<\/p>

Hope that helps!<\/p>

___________________________________________________________________________________________<\/p>

👨🏼‍💻 Dan Palenchar | <\/strong>School of Sheets Solutions Consulting<\/strong><\/a> | Smartsheet Aligned Gold Partner<\/strong><\/p>

If this response helped you please help me & the community by accepting it and reacting as you see fit (💡insightful, ⬆️ Vote Up, and\/or ❤️Awesome).<\/em><\/p>

🆘 Smartsheet Consulting Inquiries: schoolofsheets.com\/workwithus<\/a><\/p>

▶️ Smartsheet Tutorial Videos: schoolofsheets.com\/youtube<\/a><\/p>

PS - If you have a follow up response attention use @Dan Palenchar<\/a> so I get notified of your reply!<\/strong><\/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":111278,"type":"question","name":"Formula for Color Coding Cells when 2 conditions haven't been met","excerpt":"Working a project plan and looking for a logical formula to color code the Status column: Highlight\/Color code the Status field if the start date is in the past and the status is \"To be Initiated\", or if the end date is in the past and the status is not \"Completed\" Thank you!","snippet":"Working a project plan and looking for a logical formula to color code the Status column: Highlight\/Color code the Status field if the start date is in the past and the status is…","categoryID":322,"dateInserted":"2023-10-05T18:48:28+00:00","dateUpdated":"2023-10-05T20:22:17+00:00","dateLastComment":"2023-10-06T13:27:41+00:00","insertUserID":140828,"insertUser":{"userID":140828,"name":"MarianneD617","url":"https:\/\/community.smartsheet.com\/profile\/MarianneD617","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-10-05T22:16:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":140828,"lastUserID":140828,"lastUser":{"userID":140828,"name":"MarianneD617","url":"https:\/\/community.smartsheet.com\/profile\/MarianneD617","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-10-05T22:16:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":29,"score":null,"hot":3393131769,"url":"https:\/\/community.smartsheet.com\/discussion\/111278\/formula-for-color-coding-cells-when-2-conditions-havent-been-met","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111278\/formula-for-color-coding-cells-when-2-conditions-havent-been-met","format":"Rich","lastPost":{"discussionID":111278,"commentID":398875,"name":"Re: Formula for Color Coding Cells when 2 conditions haven't been met","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398875#Comment_398875","dateInserted":"2023-10-06T13:27:41+00:00","insertUserID":140828,"insertUser":{"userID":140828,"name":"MarianneD617","url":"https:\/\/community.smartsheet.com\/profile\/MarianneD617","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-10-05T22:16:06+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\/JLQU8D8JYSX5\/screenshot-2023-10-05-at-2-42-34-pm.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JLQU8D8JYSX5\/screenshot-2023-10-05-at-2-42-34-pm.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JLQU8D8JYSX5\/screenshot-2023-10-05-at-2-42-34-pm.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JLQU8D8JYSX5\/screenshot-2023-10-05-at-2-42-34-pm.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JLQU8D8JYSX5\/screenshot-2023-10-05-at-2-42-34-pm.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JLQU8D8JYSX5\/screenshot-2023-10-05-at-2-42-34-pm.png"},"alt":"Screenshot 2023-10-05 at 2.42.34 PM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-06T13:36:08+00:00","dateAnswered":"2023-10-05T21:48:44+00:00","acceptedAnswers":[{"commentID":398779,"body":"

Hi @MarianneD617<\/a> <\/p>

I hope you're well and safe!<\/p>

The easiest way is to create two Conditional Formatting Rules.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":111262,"type":"question","name":"Automatically add a check to a checkbox cell if a cell is Not blank","excerpt":"Hi all. I've been trying to figure this one out by myself but I just cant seem to get it. I have a column \"Date Closed\" and I want to have a checkbox in that row be automatically checked once a value (date) is added to the \"Date Closed\" cell. (and the checkbox empty if there is no Date Closed value). I thought this would…","snippet":"Hi all. I've been trying to figure this one out by myself but I just cant seem to get it. I have a column \"Date Closed\" and I want to have a checkbox in that row be automatically…","categoryID":322,"dateInserted":"2023-10-05T16:46:03+00:00","dateUpdated":null,"dateLastComment":"2023-10-06T14:08:52+00:00","insertUserID":157535,"insertUser":{"userID":157535,"name":"steves","url":"https:\/\/community.smartsheet.com\/profile\/steves","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-06T14:06:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":120260,"lastUser":{"userID":120260,"name":"David Tutwiler","title":"","url":"https:\/\/community.smartsheet.com\/profile\/David%20Tutwiler","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiIpuCpV7Zvo9nduJmLt8ULNYObTVazzemdnIiy6w=s96-c","dateLastActive":"2023-10-06T18:39:46+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers Alumni"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":33,"score":null,"hot":3393128695,"url":"https:\/\/community.smartsheet.com\/discussion\/111262\/automatically-add-a-check-to-a-checkbox-cell-if-a-cell-is-not-blank","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111262\/automatically-add-a-check-to-a-checkbox-cell-if-a-cell-is-not-blank","format":"Rich","lastPost":{"discussionID":111262,"commentID":398887,"name":"Re: Automatically add a check to a checkbox cell if a cell is Not blank","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398887#Comment_398887","dateInserted":"2023-10-06T14:08:52+00:00","insertUserID":120260,"insertUser":{"userID":120260,"name":"David Tutwiler","title":"","url":"https:\/\/community.smartsheet.com\/profile\/David%20Tutwiler","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiIpuCpV7Zvo9nduJmLt8ULNYObTVazzemdnIiy6w=s96-c","dateLastActive":"2023-10-06T18:39:46+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers Alumni"}},"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":"2023-10-06T14:07:06+00:00","dateAnswered":"2023-10-06T13:23:07+00:00","acceptedAnswers":[{"commentID":398868,"body":"

Until you can get it to work, I would delete the second automation just to make sure they aren't accidentally interfering.<\/p>

I can see that if you create a new row with the Date already filled in this automation won't work. It is only being triggered when the sheet is changed.<\/p>

The other thing I can think of is that this automation requires that you save the sheet and then wait a few seconds for it to update. If you are making changes and waiting for the automation to run without saving the sheet, this won't work. I would suggest updating the date on a row, clicking Save, then waiting up to 1 minute (it should take just a few seconds) for the sheet to update.<\/p>

If that doesn't work, will you let us know?<\/p>"},{"commentID":398886,"body":"

David! thanks you were totally right. The automation is not immediate for some reason, it takes <minute for it to run and for the box to check itself. i was being impatient.<\/p>

This works great! thanks so much.<\/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":[]}">

Trending in Formulas and Functions