RYGGrey ball formulas for multiple columns (beginner)

Amelia Karlsson

I am trying to automate the RYGGrey ball status column, based on two date columns ([Start] and [Finish]) and 2 check columns ([Task Started] and [Task Completed]).  Having trouble getting started and follow the right syntax.  Here are my conditions I am trying to meet.

TIA for your help.

Grey

•  If TODAY < [Start] and [Task Started] not checked

OR

• If TODAY< [Finish] and [Task Completed] not checked

Red

• If TODAY > [Start] and [Task Started] not checked

OR

• If TODAY> [Finish] and [Task Completed] not checked

Yellow

• If TODAY equal to or less than [Start] and [Task Started] not checked

OR

• If TODAY equal to or less than [Finish] and [Task Completed] not checked

Green

• If TODAY equal to or less than [Start] and [Task Started] is checked

OR

• If TODAY equal to or less than [Finish] and [Task Completed] is checked

Paul Newcome

See if this works for you.

 

=IF([Task Completed]@row = 0, IF(TODAY() < Finish@row, "Grey", IF(TODAY() > Finish@row, "Yellow", "Red"), IF([Task Started]@row = 0, IF(TODAY() < Start@row, "Grey", IF(TODAY() > Start@row, "Yellow", "Red")), "Green")), "Green")

Amelia Karlsson

Thanks, Paul.  I put your formula into my sheet and go #INCORRECT ARGUMENT SET.   Not sure how to proceed since I am new at building complex formula's.  Any suggestions?

 

Amelia Karlsson

Screen shot of sheet.

Paul Newcome

=IF([Task Completed]@row = 0, IF(TODAY() < Finish@row, "Grey", IF(TODAY() = Finish@row, "Yellow", IF(TODAY() > Finish@row, "Red", IF([Task Started]@row = 0, IF(TODAY() < Start@row, "Grey", IF(TODAY() = Start@row, "Yellow", IF(TODAY() > Start@row, "Red"))), IF(TODAY() <= Start@row, "Green"))))), IF(TODAY() <= Start@row, "Green"))

.

If this doesn't work, I am going to need to do some additional testing. Let me know how it goes.

Amelia Karlsson

Thanks again, Paul.  It works but I realize we did not account for if the Start and Finish are past today but the task has been started and completed (see row 3 and 4 of screen shot).  The Status is just blank.  How do we incorporate this to be yellow?

Paul Newcome

Sorry. I'm not sure I follow.

 

If both boxes are checked and the start and finish are both in the past, you want "Yellow"? This will eventually change ALL completed tasks to yellow as you pass each of the dates. So even if you have a task completed (for example) one year in advance, in one year and one day, that color will then change to yellow.