Install Comparison Actual to Projected

RJT

Good Morning Community. I wanted to ask a question as it pertains to a comparison. We have been asked to show a chart that displays installed, not installed and projected installed. The premise is that in our project we have specific dates that are targeted for installation but with everything in project management that date may not be accurate and we may not be able to install. Our leadership wants to see a chart that shows what was installed, what was supposed to be installed in that timeline and what is not installed. Does anyone have any ideas. Right now columns that have in our sheet our Installed which is a check mark and projected installed which is also a check mark. I am trying to figure out how to add the projected installed into my dashboard. I appreciate any assistance that can be provided.

Dashboard Representation

Fields currently in project sheet

Hunter Taylor

Hi RJT,

To create the chart that displays "Installed," "Not Installed," and "Projected Installed," here’s an approach you can follow:

Add a Projected Status Column:

• In the sheet, add a column named “Projected Status” (or a similar label) to classify each entry as:
  • “Installed” (if "Install" is checked)
  • “Not Installed” (if "Install" is not checked and the projected date has passed)
  • “Projected Installed” (if "Install" is not checked and the projected date is in the future).
• Use a formula to set this status based on the "Install" checkbox and the projected date. For example:

 =IF([Install]@row = 1, "Installed", IF([Projected Install Date]@row > TODAY(), "Projected Installed", "Not Installed"))

Create a Summary Field:

• Use Smartsheet’s "Summary Fields" to count the number of each status. Create fields like “Installed Count,” “Not Installed Count,” and “Projected Installed Count” using formulas such as:

=COUNTIF([Projected Status]:[Projected Status], "Installed")=COUNTIF([Projected Status]:[Projected Status], "Not Installed")=COUNTIF([Projected Status]:[Projected Status], "Projected Installed")

Create a Dashboard Chart:

• Use the summary fields to build a chart in the dashboard. You can visualize these counts with a bar or pie chart to show the distribution of each status category, giving leadership a clear view of the installation progress.

Integrate into the Existing Dashboard:

• Add this new chart to the dashboard where the current “FoH UKG Configure % Breakdown” and “FoH UKG Install % Breakdown” charts are. This will align with the user's goal of displaying what was installed, supposed to be installed, and not installed.

This approach will help you automate the tracking of installation statuses and provide a clear visual summary on your dashboard. Let me know if you need additional help with the formulas or setting up the dashboard!

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