Rolling up Health to the Parent row
Is there a way to roll up health of tasks underneath the parent to reflect an "average" health, if you will?
I have a formula for my children to render health, however, I can't seem to roll up to the parent. Would the same formula work the same in the parent row, if my formula is based on start/finish date and % complete?
My health formula is: =IF(OR([% Complete]@row = 1, [Start Date]@row > TODAY()), "Green", IF([email protected] = "Not Started", "Gray", IF([Finish Date]@row < TODAY(), "Red", IF([Finish Date]@row = TODAY(), IF([% Complete]@row < 0.5, "Red", IF([% Complete]@row < 0.75, "Yellow", "Green")), IF([Finish Date]@row = TODAY(3), IF([% Complete]@row < 0.25, "Red", IF([% Complete]@row < 0.5, "Yellow", "Green")))))))
Best Answers

Genevieve P admin
Hi @Lauren T
I've answered you on the comment you left on this post: https://community.smartsheet.com/discussion/comment/239978#Comment_239978
I'll repost the same answer here, in case anyone else has the same question.
It looks like you just have some parenthesis in the wrong order  try this:
=IF(OR([% Complete]@row = 1, [Start Date]@row > TODAY()), "Green", IF([email protected] = "Not Started", "Gray", IF(AND([Finish Date]@row = TODAY(), [% Complete]@row < 0.5), "Red", IF([% Complete]@row < 0.75, "Yellow", IF(AND([Finish Date]@row = TODAY(7), [% Complete]@row < 0.25), "Red", IF([% Complete]@row < 0.5, "Yellow", "Green"))))))
Keep in mind that the order is important since logic formulas read lefttoright. For example, in your formula you have the rule that if the Percent Complete is 100% OR if the Start Date is in the future, the ball will turn green. Then you have a rule that if the Status is "Not Started" the ball will turn Gray. This means that if a row has the date in the future and it says "Not Started", the Green ball will be the one returned since it's the first rule.
I'll break it out to make sure it says what you want it to:
=IF(OR([% Complete]@row = 1, [Start Date]@row > TODAY()), "Green",
If either the % Complete is 100 OR if the Start Date is in the future, return Green
2.
IF([email protected] = "Not Started", "Gray",
If the Status is "Not Started", return Gray.
3 .
IF(AND([Finish Date]@row = TODAY(), [% Complete]@row < 0.5), "Red",
If the Finish Date is Today AND the Percent Complete is less than 50%, return Red. (You can change out the AND for OR, if you prefer).
4 .
IF([% Complete]@row < 0.75, "Yellow",
If the Percent Complete is less than 75%, return Yellow
5 .
IF(AND([Finish Date]@row = TODAY(7), [% Complete]@row < 0.25), "Red",
If the Finish Date is exactly 7 days from now, AND the % Complete is less than 25%, return Red. (You may want to change the = to be <=, less than or equal to, to indicate within the next week instead of exactly 7 days from now).
6 .
IF([% Complete]@row < 0.5, "Yellow",
If it doesn't match any of the criteria above, and the Percent Complete is less than 50%, return Yellow.
7.
"Green"))))))
Finally, if none of the above criteria are met, return Green.
Let me know if you have any questions about how this was built, or how to adjust the criteria.
Cheers,
Genevieve

Genevieve P admin
Hi Lauren,
Good catch! You can add in that Red rule into the Red statement:
IF(OR(AND([% Complete]@row <= 0.25, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), AND([% Complete]@row <> 1, [Due Date]@row < TODAY())), "Red",
This will look for your first Red statement OR if the percent complete is both not 100%, and in the past.
=IF(AND([Start Date]@row > TODAY(), [email protected] = "Not Started"), "Gray", IF(OR(AND([% Complete]@row <= 0.25, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), AND([% Complete]@row <> 1, [Due Date]@row < TODAY())), "Red", IF(AND([% Complete]@row <= 0.5, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Yellow", IF(AND([% Complete]@row >= 0.75, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Green", "Green"))))
In regards to using this for a different project, the only thing to change then is what you're instructing the [% Complete] column to search for. You can say "not 100" or "not 0" like this: <> 1 or <> 0
The list of different formula operations like this can be found in our Help Center:
Answers
I am trying to a formula to measure health at the task level. I figured it out, and it worked perfectly, but realized I wanted to add in the IF statement that IF Status = Not Started, Health would be Gray. However, with the addition to the formula below, it is returning "Incorrect Arguement Set". Any ideas on what part of the formula is incorrect? Thank you for any help!
=IF(OR([% Complete]@row = 1, [Start Date]@row > TODAY()), "Green", IF([email protected] = "Not Started", "Gray"), IF([Finish Date]@row = TODAY(), IF([% Complete]@row < 0.5, "Red", IF([% Complete]@row < 0.75, "Yellow", "Green")), IF([Finish Date]@row = TODAY(7), IF([% Complete]@row < 0.25, "Red", IF([% Complete]@row < 0.5, "Yellow", "Green")))))
@Genevieve P
Thank you SOOOOO much! And thank you for breaking it down, it makes so much sense to me now that you've broken it down line by line.
Seeing it broken out and what each section means, it looks like I'm not getting exactly what I need. I need the following criteria met, I'm just not sure how to write the formula correctly:
I'm basically wanting to set the health of my project based on the due date compared to the % complete, is this is right logic? Thanks so much for your help.
Lauren
Hi Lauren,
Since Logic formulas read lefttoright, I've reorganized the order (otherwise the rule for Yellow to look at "less than 50" would include the red ones as well. This is why I've put the Red criteria first).
Try this:
=IF(AND([Start Date]@row > TODAY(), [email protected] = "Not Started"), "Gray", IF(AND([% Complete]@row <= 0.25, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Red", IF(AND([% Complete]@row <= 0.5, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Yellow", IF(AND([% Complete]@row >= 0.75, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Green", "Green"))))
Keep in mind that you have no statement for anything between 50  75%... so since your default is Green, anything between that with a due date this week will be Green.
Here is each statement in comparison to (& in the order of) your points above:
=IF(AND([Start Date]@row > TODAY(), [email protected] = "Not Started"), "Gray",
IF(AND([% Complete]@row >= 0.75, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Green",
IF(AND([% Complete]@row <= 0.5, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Yellow",
IF(AND([% Complete]@row <= 0.25, [Due Date]@row >= TODAY(), [Due Date]@row <= TODAY(7)), "Red",
"Green"))))
Let me know if this works!
Cheers,
Genevieve
@Genevieve P
It works great! The only thing is that is the due date has passed, it doesn't matter the % complete  it remains Green. Is that because of the last bullet point, where if the criteria is not met above, then Green? Would it change if I take it out? Would a "If (due date)@row is passed, "Red" work?
Also, I am trying this on a project where the only % complete numbers will be 100% or 0%  how do I add that logic in? Or will I need to come up with a whole other formula?
Thank you again for your continued help, this is saving me as I'm terrible at formulas!
Hi, I posted this in the other thread as well.
@Genevieve P
Can you please tell me what column names I need for this to work?
Do I need anything else for this formula to work?
Also, do I paste this formula in the health column?
Thank you!
Candace
Hi @Candace Hebert
It may be better to write your own formula with specific rules based on the criteria you want to see... but here are the column names that are used in this formula:
There's a Start Date column
and a Due Date column
and a % Complete column.
This would be pasted into the Health column, or whichever column is returning the RGY balls. This formula accounts for a Gray ball as well.
Let me know if it works for you, or if you want to adjust any of the criteria that Lauren had specified and I'm happy to help! It may also be useful to see a screen capture of your sheet (but please block out any sensitive data).
Cheers,
Genevieve
Thanks, @Genevieve P!
I've attached a screenshot of my sheet. I've used the formula you provided but it says UNPARSABLE.
Can you please help?
Hi @Candace Hebert
No problem, happy to help! It looks like you've pasted the formula into the % Complete column. Since we're referencing that column in the formula, we want to actually paste this into a new column... one that is a Symbol type of column (see here) that has the different coloured balls as the output. You could call this column "Health" or "Status". Does that make sense?