Formula Edit to default to blue health when dates are blank
We are currently using this in project plans to establish health. We would like to default items without date values to Blue instead of Red when a project is initially provisioned. This way our portfolio reporting isn't showing a bunch of Red unnecessarily when things are initiated.
=IF(OR(Level@row = 0, Level@row = 1), IF(COUNTIF(CHILDREN(), "Red") > 0, "Red", IF(COUNTIF(CHILDREN(), "Yellow") > 0, "Yellow", IF(COUNTIF(CHILDREN(), "Green") > 0, "Green", "Blue"))), IF([% Complete]@row = 1, "Blue", IF(AND([% Complete]@row < 1, [End Date]@row < TODAY()), "Red", IF(AND([% Complete]@row < 1, [End Date]@row < TODAY(7)), "Yellow", "Green"))))
Best Answer
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Try this...
=IF([End Date]@row = "", "Blue", IF(OR(Level@row = 0, Level@row = 1), IF(COUNTIF(CHILDREN(), "Red") > 0, "Red", IF(COUNTIF(CHILDREN(), "Yellow") > 0, "Yellow", IF(COUNTIF(CHILDREN(), "Green") > 0, "Green", "Blue"))), IF([% Complete]@row = 1, "Blue", IF(AND([% Complete]@row < 1, [End Date]@row < TODAY()), "Red", IF(AND([% Complete]@row < 1, [End Date]@row < TODAY(7)), "Yellow", "Green")))))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Try this...
=IF([End Date]@row = "", "Blue", IF(OR(Level@row = 0, Level@row = 1), IF(COUNTIF(CHILDREN(), "Red") > 0, "Red", IF(COUNTIF(CHILDREN(), "Yellow") > 0, "Yellow", IF(COUNTIF(CHILDREN(), "Green") > 0, "Green", "Blue"))), IF([% Complete]@row = 1, "Blue", IF(AND([% Complete]@row < 1, [End Date]@row < TODAY()), "Red", IF(AND([% Complete]@row < 1, [End Date]@row < TODAY(7)), "Yellow", "Green")))))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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It is inserting the word "Blue" instead of the colored circle?
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Make sure your column settings are set to the appropriate symbols. There are options for RYG, RYGG, and RYGB.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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