Formula Edit to default to blue health when dates are blank

KCurry
KCurry
edited 01/28/21 in Formulas and Functions

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

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    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!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    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!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • It is inserting the word "Blue" instead of the colored circle?

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    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!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!