At Risk Flag

mmac

Hello,

 

Based on example from sheet provided, I'm looking for formula to populate in the At Risk column to flag as At Risk if Final Due Date is seven days out and the Status does not equal "Yes" and % Complete is not 100%

 

Any support is appreciated!

Mike Wilday

Try this formula: 

=IF(AND([Final Due Date]@row <= Today(7), [Final Due Date]@row >=Today(),Status@row <>"Yes", [% complete]@row <>1), 1, 0)

mmac

I very much appreciate the help! Just what I was looking for.

Mike Wilday

You're welcome. Glad I could help out! 

Cee Johnson

I need help using this formula. I used and received the #UNPARSEABLE error msg. I'm creating a blank dashboard template.

Mark Cronk

Hi @Cee Johnson ,

@Mike Wilday 's formula, with your column titles, should work:

in the column At Risk:

=IF(AND([Due Date]@row <= Today(7), [Due Date]@row >=Today(), Status@row <>"Yes", [% complete]@row <>1), 1, 0)

Your Risk column needs to be a checkbox, Date a date, and the rest Text/Number.

Work?

Mark

Cee Johnson

Thanks Mike I tried the formula provided but I received error msg. see my screenshot.

Also, having a problem with the Status column with RGYB balls and the IF formula to execute it. I want the logic to be Green=In Progress, Yellow=Not Started Red=Delayed and Blue=Completed. Thanks for your help! I am able to create formulas in Excel but Smartsheets is a beast.

Mark Cronk

Hi @Cee Johnson ,

This formula works for me, but the status column needs to be a check box. From you question above it sounds like your status is a RYGB symbol, in which case the Status formula would change to Status@row<>"Blue":

[At Risk] column:

=IF(AND([Due Date]@row <= TODAY(7), [Due Date]@row >= TODAY(), Status@row <> "Yes", [% Complete]@row <> 1), 1, 0)

Changing Ball colors is a nested IF statement, as you said. I don't see a column with Delayed, Completed, Not Started, or Completed so I'm assuming that you want the ball color to reflect the status based on % Complete. For the delayed status the formula determines, based on straight line, how much progress should have been complete as of today against that reported as % Complete. You may want to adjust that:

=IF(NETDAYS(Today(),[Planned End Date]@row)/NETDAYS([planned start date]@row, [Planned End Date]@row)< 1-[% complete]@row, "RED", [% Complete]@row = 0, "Yellow", IF([% complete]@row = 1, "Blue", IF([% complete]@row "In Progress")

Help at all?

Mark

Cee Johnson

At Risk is not working and yes I want the balls to change per the %Complete column but the formula provided didn't work.

Cee Johnson

Where can I find shortcuts to formulas like Excel? This is too complex.

Mark Cronk

OK, we'll try again. Thanks for being patient. Here are 2 formulas that should work.

AT RISK: =IF(AND([Due Date]@row <= TODAY(7), [Due Date]@row >= TODAY(), Status@row <> "Yes", [% Complete]@row <> 1), true, false)

BALL COLORS: =IF((NETDAYS(TODAY(), [planned end date]@row) / NETDAYS([planned start date]@row, [planned end date]@row)) < (1 - [% Complete]@row), "Red", IF([% Complete]@row = 0, "Yellow", IF([% Complete]@row = 1, "Blue", "Green")))

Hope for success.

Mark

Mark Cronk

Function help can be found at:

https://help.smartsheet.com/functions

Mark

Cee Johnson

=IF([%Complete]@row = 1, "Blue", IF([%Complete]@row > 0, "Green", "Yellow")) IF(Finish@row<[Due Date]@row=TODAY(7), "Red"))

Excel is so much easier.

Mark Cronk

Cee Johnson

Hi Mark,

I didn't get it to work. My prior comment is a screenshot of the Status column formula not working. It only works if I am doing YGB. It doesn't work once I add Red or Due Date.

Cee Johnson

Both formulas used for both columns aren't working. Any suggestions?