Changing Status and Health Based on Percentage
Hi guys!
I'm fairly new to Smartsheets (and project management) and i'm the first and only project manager at my company. I was looking for help with conditional formatting and and IF AND function. Any and all help would be greatly appreciated!
What I'm looking to do is (seemingly) basic:
If my "Percentage Completed" row is = 100% then my status row should be "Complete" and my health row should be "Green"
If my "Percentage Completed" row is less than 100% then my status row should be "In Progress" and my health row should be "Yellow"
And lastly, If my "Percentage Completed" row is 0% then my status row should be "Not Started" and my health row should be "Red"
The formula I have for changing status (based on percentage complete) is below, however the "in progress" is not working. I still haven't found a formula or Conditional Formatting for the health row.
=IF([Percent Completed]@row=100,"Complete",IF([Percent Completed]@row=0,"Not Started",IF(AND([Percent Completed]@row > 0, [Percent Completed]@row < 100, "In Progress"))))
I've also attached a photo so that you can get a better idea of what I'm looking for!
Thank you in advance for your help!
Madeline
Best Answer
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Paul Newcome ✭✭✭✭✭✭
Try these in their respective columns...
Status:
=IF([Percent Complete]@row = 1, "Complete", IF([Percent Complete]@row = 0, "Not Started", "In Progress"))
Percent Complete:
=IF([Percent Complete]@row = 1, "Green", IF([Percent Complete]@row = 0, "Red", "Yellow"))
Answers
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Paul Newcome ✭✭✭✭✭✭
Try these in their respective columns...
Status:
=IF([Percent Complete]@row = 1, "Complete", IF([Percent Complete]@row = 0, "Not Started", "In Progress"))
Percent Complete:
=IF([Percent Complete]@row = 1, "Green", IF([Percent Complete]@row = 0, "Red", "Yellow"))
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Tried both of these but unfortunately they're coming up as "unparsable" :(
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Paul Newcome ✭✭✭✭✭✭
My apologies. I had some typos. Change every instance of [Percent Complete] to [Percent Completed] so that the columns referenced match the columns in the sheet.
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J Bauer ✭✭
I am trying to do the opposite but it's not working. =IF([Status]@row = "Complete", 100, IF([Status]@row = "Not Started", 0, 50)).
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Paul Newcome ✭✭✭✭✭✭
@J BauerCan you provide more context as to why it is "not working"? Are you getting an error message or an unexpected output?
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J Bauer ✭✭
@Paul Newcome- It is just displaying the formula. When doing it the other way it works. Maybe a dependency on the sheet???
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Paul Newcome ✭✭✭✭✭✭
@J BauerYou cannot use formulas in columns being populated via the dependency settings.
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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>
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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":[]}">