Assessing a Project's health based on % complete against % of time passed in activity du

rcollier67
rcollier67 ✭✭
edited 11/21/23 in Formulas and Functions

I am looking how to enter a formula in SmartSheet that works for me in excel. I want to get a 'proactive warning" if a project is not tracking well to when it needs to be completed.

If TODAY() is 60% through the allocated time for an activity but my pecent complete is actually 25% less than 60% , then I get a RED. If I am 25% to 0% less than the 60%, then YELLOW. If my % complete is ahead of TODAY()'s straightline use of allocated time, then GREEN.

Here is what I tried but I get an Error in Smartsheet: I get an UNPARSEABLE error.

=IF(IF(TODAY()>[ECD]@row,100%,(TODAY()-[Start Date]@row)/(ECD]@row-[Start Date]@row))-[% Complete]@row>=25%,"RED",IF(AND(IF(TODAY()>ECD]@row,100%,(TODAY()-[Start Date]@row)/(ECD]@row-[Start Date]@row))-[% Complete]@row<25%,IF(TODAY()>ECD]@row,100%,(TODAY()-[Start Date]@row)/(ECD]@row-[Start Date]@row))-[% Complete]@row>0),"YELLOW",IF(IF(TODAY()>ECD]@row,100%,(TODAY()-[Start Date]@row)/(ECD]@row-[Start Date]@row))-[% Complete]@row<0,"GREEN","GREEN")))


Thanks!

Best Answers

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

    Try something like this instead:


    =IF([% Complete]@row >= (TODAY() - [Start Date]@row) / (ECD@row - [Start Date]@row), "Green", IF([% Complete]@row - 0.25<= (TODAY() - [Start Date]@row) / (ECD@row - [Start Date]@row), "Red", "Yellow"))

    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

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

    You need to adjust your quotes. See how yours are slanted and the rest are vertical? The slanted ones are called "Smart Quotes" and (ironically enough) are not recognized as valid characters in Smartsheet formulas.


    Try retyping them directly in Smartsheet, here in the Community, or in a text editor such as Notepad (not Word).

    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

Answers

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

    Try something like this instead:


    =IF([% Complete]@row >= (TODAY() - [Start Date]@row) / (ECD@row - [Start Date]@row), "Green", IF([% Complete]@row - 0.25<= (TODAY() - [Start Date]@row) / (ECD@row - [Start Date]@row), "Red", "Yellow"))

    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

  • Thanks. Let me try it out!

    I think this is what I was actually looking for. I REALLY appreciate your simpler solution. I probably did not explain it as well as needed. I think this work as desired.

    =IF([% Complete]@row >= (TODAY() - Start@row) / (Finish@row - Start@row), "Green", IF([% Complete]@row <= (TODAY() - Start@row) / (Finish@row - Start@row) - 0.25, "Red", "Yellow"))

  • A follow-up to this original question.

    The following seems to work but if the % Complete is 100% and the Finish date is in the future, it does provide Green.

    =IF([% Complete]@row >= (TODAY() - Start@row) / (Finish@row - Start@row), "Green", IF([% Complete]@row <= (TODAY() - Start@row) / (Finish@row - Start@row) - 0.25, "Red", "Yellow"))


    I get an unparsable error with this one below.

    =IF([% Complete]@row = 1, “Green”, IF([% Complete]@row >= (TODAY() - Start@row) / (Finish@row - Start@row), "Green", IF([% Complete]@row <= (TODAY() - Start@row) / (Finish@row - Start@row) - 0.25, "Red", "Yellow"))

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

    You need to adjust your quotes. See how yours are slanted and the rest are vertical? The slanted ones are called "Smart Quotes" and (ironically enough) are not recognized as valid characters in Smartsheet formulas.


    Try retyping them directly in Smartsheet, here in the Community, or in a text editor such as Notepad (not Word).

    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

  • 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

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