Automate RYG Balls based on % complete and start and end dates

cdoetsch

I would like to have the RYG balls automatically adjust based on the percent complete and start and end date. 

For instance, if my task is set to start on 10/2/17 and end 10/13/17, if my % complete is less than 50% by midway between the two dates, to turn yellow. If my % complete is less than or equal to 90% by the end date to turn red. 

Mike Andreas

This question comes up at least every week .

I recommend you check my previous posts, where in one of them I outline in detail how to achieve this.  For now, I'll post a screenshot of an example final result:

Bindushah66576

I have created column with "Status" and have column type as "RYG Balls". I am trying to set formula that it should turn on Red if stage is  "not started", Yellow if stage is "in progress", and Green if stage is "completed"

 

I tried setting up formula to turn those RYG balls automatically but in the "Status" column it comes up as "Drop down" box!! and I have to manually chose the colors. I tried doing conditional formatting but I am not sure how to turn on RYG balls automatically using conditional formatting.

 

If there any tutorial Video showing how to setup RYG balls in status column?

 

 

gabelee

Hi Mike, Do you have a link to the thread or post you created that shared this info? I can't find it. Thanks so much!

Andrée Starå

Hi Gabelee,

Is it this one: https://community.smartsheet.com/discussion/avg-parent-not-matching-avg-children

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD