Automation or Formula to Alert Someone When a Number Falls Below Another Number

Lisa Welch

I have two columns 1. 2023 Calendar Savings and 2. 2023 Budget Target.

What would the automation or formula be

If 2023 Calendar Savings falls below 2023 Budget Target amount then 2023 Calendar Savings changes to RED and alerts specific person

Paul Newcome

You would need to set up a helper column (flag type in this example) and then use a basic comparison IF statement to flag any rows where the savings goes below the target. From there you would set up your conditional formatting and automation to trigger based on this column being flagged.

=IF([2023 Calendar Savings]@row< [2023 Budget Target]@row, 1)

Paul Newcome

You would need to set up a helper column (flag type in this example) and then use a basic comparison IF statement to flag any rows where the savings goes below the target. From there you would set up your conditional formatting and automation to trigger based on this column being flagged.

=IF([2023 Calendar Savings]@row< [2023 Budget Target]@row, 1)

Lisa Welch

Worked perfectly. Thanks Paul!

Paul Newcome

Happy to help. 👍️