Calculate Harvey Ball if another field is "yes"

I have a Text/Number field, which is "yes" and "no". I only want the Harvey Ball to calculate on the %complete field, if the answer to my Text/Number field is yes. If no, I should not populate anything in the Harvey Ball field.

Can I do this? Otherwise I could try an grey the field out with formatting.

Thoughts? Thanks so much, Barbara

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/15/21 Answer ✓

    Hi @Barbara Witt

    I hope you're well and safe!

    Try something like this.

    =IF([Device in scope?]@row = "Yes"; IF([% Complete]@row < 0,25; "Empty"; IF([% Complete]@row < 0,5; "Quarter"; IF([% Complete]@row < 0,75; "Half"; IF([% Complete]@row < 0,99; "Three Quarter"; "Full")))))

    Depending on your country/region, you'll need to exchange the comma to a period.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Stefan
    Stefan ✭✭✭✭✭✭

    Hi @Barbara Witt,

    this time using the IF function can help.

    Something along the way of

    IF call "Text/Number" ="yes" then calculate the value for the Harvey ball, if the cell is empty make it "0".


    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

  • Thanks, @Stefan , would I continue with another "if" to calculate the harvey ball? Something like this?

    =IF([Device in scope?] ="Yes", "IF([% complete]@row < 25, "Empty", IF([% complete]@row < 50, "Quarter", IF([% complete]@row < 75, "Half", IF([% complete]@row < 99, "Three Quarter", "Full"))))", " ")

    I am getting an unparseable error, but I thought I am following the rules i.e. =IF([Status]1 = "Red", "At Risk", "On Time").

    It appears the color coding of my brackets are not syncing up correctly, but I am unable to change them. I counted the number of brackets and they appear to be accurate.

    Thanks so much for your continued assistance.

    Best regards, Barbara

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/15/21 Answer ✓

    Hi @Barbara Witt

    I hope you're well and safe!

    Try something like this.

    =IF([Device in scope?]@row = "Yes"; IF([% Complete]@row < 0,25; "Empty"; IF([% Complete]@row < 0,5; "Quarter"; IF([% Complete]@row < 0,75; "Half"; IF([% Complete]@row < 0,99; "Three Quarter"; "Full")))))

    Depending on your country/region, you'll need to exchange the comma to a period.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Hi @Andrée Starå , that worked perfectly. Thank you very much.

    I forgot to mention, that three criteria need to match i.e.

    Device in scope? and iOS device in scope? need to match "yes" and then the Harvey ball can calculate. If no match, do nothing.

    I tried combining the formula with AND, but it's giving me an unparseable error. Sounds like I am not following the syntax correctly.....

    =IF([Device in scope?]@row = "Yes" AND [iOS device in scope?]@row = "Yes" , IF([% complete]@row < 25, "Empty", IF(Customer16[% complete]@row < 50, "Quarter", IF([% complete]@row < 75, "Half", IF([% complete]@row < 99, "Three Quarter", "Full")))))

    I tried adding commas and an additional IF, but it won't fix it. Where is my error?

    Thanks so much, Barbara

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Barbara Witt

    Excellent!

    You're more than welcome!

    Did you get it all to work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Thanks, @Andrée Starå for checking in.

    Yes, it works with one criteria but it does not work with two criteria by using AND in the middle. I worked around it, but I would certainly like to know what the correct syntax should be if you happen to know it.

    Best regards, Barbara

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