Help fix my formula for updating status based on % complete and finish date

I have a formula and I don't know where I've gone wrong. Would love help fixing it! I would like to mark a column as "Complete," "Ongoing,", "Due within 30 days," "Not started," or "Delayed" based on both % column, finish column, and today's date.

This is what I have so far:

=IF([%]@row = 1, "Complete", IF(AND([%]@row < 1, Finish@row > TODAY(), Finish@row <= TODAY(30)), "Due within 30 Days", IF(AND([%]@row > 0, Finish@row > TODAY(), Finish@row <= TODAY(), "On Track", IF(AND([%]@row = 0, "Not Started"))))))

Complete and Due within 30 days work, On Track and Not started do not work. I haven't figured out how to do "Delayed" with a row being 1 but finish being anything past today… Help (and thank you!)

Answers

  • prime_nathaniel
    prime_nathaniel ✭✭✭✭✭

    @AngTrell

    Your formula is missing parameters, you can see your on track grouping merges your AND criteria with your if then for your fail case to not started

    IF(
    AND(
    [%]@row < 1,
    Finish@row > TODAY(),
    Finish@row <= TODAY(30)
    ),
    "Due within 30 Days",
    IF(
    AND(
    [%]@row > 0,
    Finish@row > TODAY(),
    Finish@row <= TODAY(),
    "On Track", IF(AND([%]@row = 0, "Not Started"))
    )
    )
    )

    You want something more like

    IF(
    AND(
    [%]@row < 1,
    Finish@row > TODAY(),
    Finish@row <= TODAY(30)
    ),
    "Due within 30 Days",
    IF(
    AND(
    [%]@row > 0,
    Finish@row >= TODAY(),
    ),
    "Ongoing",
    IF(
    AND(
    [%]@row >= 0,
    Finish@row <= TODAY(),
    ),
    "Delayed",
    "Not Started"
    )
    )
    )

    You can change your definition of Ongoing and delayed, I had to guess since your original was incomplete. I have ongoing as >0% finish is >= today, Delayed I have as % is > 0 and finish has already passed

    Principal Consultant | System Integrations

    Prime Consulting Group

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