Automation

AGM
AGM ✭
inFormulas and Functions

Hello, I am looking for a way to condition a symbol column to updated from a text column. Any tips?

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  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓

    Hi@AGM,

    ahh, the screenshot makes it easier to help :-)

    What you need is a nested IF formula that caters for your status.

    https://help.smartsheet.com/function/if

    As you have only 4 colour balls but 5 options you may need to switch to other symbols providing more than 4 icons.

    For easier reading let's say: refining = 1 / defined = 2 / in-progress = 3 / completed = 4 / accepted = 5.

    =IF([Schedule State]@row = "1", "Red", IF([Schedule State]@row = "2", "Yellow", IF([Schedule State]@row = "3", "Green", IF([Schedule State]@row = "4", "Blue", "Grey"))))

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@AGM

    I hope you're well and safe!

    Try something like this.

    =IF([email protected]= "Yes", "Green")

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • AGM
    AGM ✭

    Thanks@Andrée Starå!

    What if the reference sheet is the same?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @AGM

    Happy to help!

    Not sure I follow! Can you elaborate?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • AGM
    AGM ✭
    Formula Support.png


    I am trying to add a formula that will update my "Current Status" with the associated Color Ball based on the "Schedule Status" column.

    The formula that you provided is working. However, it does NOT account for multiple options. As I have four different color balls and five "Schedule State" options to coordinate.

    Current Formula that is working for single option: =IF([Schedule State]@row = "Accepted", "Blue")

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  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓

    Hi@AGM,

    ahh, the screenshot makes it easier to help :-)

    What you need is a nested IF formula that caters for your status.

    https://help.smartsheet.com/function/if

    As you have only 4 colour balls but 5 options you may need to switch to other symbols providing more than 4 icons.

    For easier reading let's say: refining = 1 / defined = 2 / in-progress = 3 / completed = 4 / accepted = 5.

    =IF([Schedule State]@row = "1", "Red", IF([Schedule State]@row = "2", "Yellow", IF([Schedule State]@row = "3", "Green", IF([Schedule State]@row = "4", "Blue", "Grey"))))

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

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  • AGM
    AGM ✭

    Thanks you so much for your assistance.️

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If you want to know the percentage over\/under the Contract Amount<\/strong>, your formula (placed the [Percentage] column) would be:<\/p>

=([Contract amount]@row - [Install Labor (actual)]@row) \/ [Contract amount]@row<\/p>

Be sure the \"Percentage\" column is formatted as a percentage. Positive numbers show that your total spend is under<\/strong> the [Contract amount]. Negative values show your total spend is over<\/strong>.<\/p>

You can use a similar formula to measure how far over\/under your [Labor $ (quoted)] amount is from your [Install Labor (actual)] amount.<\/p>

=([Labor $ (quoted)]@row - [Install Labor (actual)]@row) \/ [Labor $ (quoted)]@row<\/p>

Here, though, a negative value shows that you are OVER<\/strong> the estimate. A positive value shows you are at or UNDER<\/strong> the estimate.<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":107038,"type":"question","name":"Modified Date loses detail when referenced","excerpt":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all timestamps in the 'Modified' column. Formula is as follows and is functioning as expected. =MAX([Modified]:[Modified]) Problem: The displayed value…","snippet":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all…","categoryID":322,"dateInserted":"2023-06-28T17:43:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3375964045,"url":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","format":"Rich","lastPost":{"discussionID":107038,"commentID":382970,"name":"Re: Modified Date loses detail when referenced","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382970#Comment_382970","dateInserted":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+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":"2023-06-28T21:29:15+00:00","dateAnswered":"2023-06-28T18:46:15+00:00","acceptedAnswers":[{"commentID":382932,"body":"

Set the Sheet Summary field as text\/number then add +\"//www.santa-greenland.com/community/discussion/91587/\" to the end of the MAX function (plus quote quote) to convert it into a text string.<\/p>

=MAX([Modified]:[Modified]) + \"//www.santa-greenland.com/community/discussion/91587/\"<\/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":107030,"type":"question","name":"How to subtract percentages?","excerpt":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will populate an answer, however I cannot adjust the formatting from % to number Example: %Complete = 13% Correct answer should display 87% Second…","snippet":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will…","categoryID":322,"dateInserted":"2023-06-28T15:56:57+00:00","dateUpdated":"2023-06-28T16:22:44+00:00","dateLastComment":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":150369,"lastUserID":150369,"lastUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3375939165,"url":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107030,"commentID":382885,"name":"Re: How to subtract percentages?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382885#Comment_382885","dateInserted":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+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":"2023-06-28T16:35:51+00:00","dateAnswered":"2023-06-28T16:31:26+00:00","acceptedAnswers":[{"commentID":382883,"body":"

@v.winters<\/a> <\/p>

If the two percent columns are formatted as percent columns (see screenshot), then the % Not Complete column would have this formula: <\/p>

=1 - [%Complete]<\/em>@row<\/p>

\n
\n \n \"Menu.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps!<\/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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