At Risk column symbol formatting based on status of another column help

Brandon R
Brandon R ✭✭✭✭
edited 10/11/23 in Formulas and Functions

I'm trying to have my At Risk column automatically assign a colored symbol based off selected status in a Status column. This is my current formula I built off other users post:

=IF(Status@row = Not Started, "Red", IF(Status@row = In Progress, "Yellow", IF(Status@row = Complete, "Green")))

I'm getting the #UNPARSEABLE error after hitting enter. I am VERY new to SS and could really use some help. Thanks in advance!


Best Answers

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You need to put quotes around all text strings in formulas to include "Not Started", "In Progress", and "Complete".

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Brandon R
    Brandon R ✭✭✭✭

    Well darn...that was a very simple fix to my issue. Thank you so much Paul! I'll do better going forward!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Happy to help. 👍️

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Brandon R
    Brandon R ✭✭✭✭

    Here's another one for you. If I wanted to also have it look at the date what would be the proper syntax? In other words, I don't want a red symbol to appear if I'm passed today's date and the status is Complete. The previous advice fixed my broken formula but I didn't account for a status.

    Thanks again for your help!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    I'm not sure I follow. Your previous formula was nothing but Status. What is your updated formula?

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Brandon R
    Brandon R ✭✭✭✭

    This is the new formula I tried and received a #UNPARSABLE error:

    =IF([End Date]@row < TODAY() OR [Status] = "Not Started", "Red", IF([End Date]@row = TODAY() OR [Status] = "In Progress", "Yellow", IF([End Date]@row > TODAY() OR [Status] = "Complete", "Green")))

    If the Status column shows Complete but that particular task End Date has passed then I don't want the symbol in Risk Level to be red.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Looks like your OR syntax is off.

    =IF(OR([End Date]@row< TODAY(), Status@row = "Not Started), "Red", .....................

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Brandon R
    Brandon R ✭✭✭✭

    Would I have to list each status out the way you have like this:

    +IF(OR([End Date]@row < TODAY(), [Status]@row = "Not Started"), "Red", IF(OR([End Date]@row < TODAY(), [Status]@row = "In Progress"), "Red", IF(OR([End Date]@row < TODAY(), [Status]@row = "Delayed"), "Red")))

    Ideally I'm trying to create one formula in the Symbols column for each of these results on my SS:

    If a task is not over due then the symbols should show:

    • Complete - Green
    • In Progress - Green
    • Not Started - Green
    • Blocked - Red
    • Not Applicable - Green

    If a task is within 2 days of being due:

    • Complete - Green
    • In Progress - Yellow
    • Not Started - Yellow
    • Blocked - Red
    • Not Applicable - Green

    If a task is over due:

    • Complete - Green
    • In Progress - Red
    • Not Started - Red
    • Blocked - Red
    • Not Applicable - Green

    This formula was giving me some good results but still gave me a #INCORRECT ARGUMENT SET error:

    =IF(OR([End Date]@row < TODAY(), Status@row = "Not Started"), "Red", IF(OR([End Date]@row < TODAY(), Status@row = "In Progress"), "Yellow", IF(OR([End Date]@row < TODAY(), Status@row = "Complete"), "Green", IF(Status@row = "Not Applicable"), "Blue", IF(Status@row = "Delayed"), "Red")))

    And sorry for the late reply. I have been trying different formula configurations to no avail. Thanks again!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    Try this instead:

    =IF(OR(Status@row = "Complete", Status@row = "Not Applicable"), "Green", IF(OR([End Date]@row< TODAY(), Status@row = "Blocked"), "Red", IF([End Date]@row<= TODAY(2), "Yellow", "Green")))

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Brandon R
    Brandon R ✭✭✭✭

    I really got too complex with my formula didn't I? Thanks so much! That's exactly what I needed for my status column!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Happy to help. 👍️

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!