Schedule Health (R, Y, G Symbols) Based off of End Date and % Complete Columns

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Hello, I had previously posted a question regarding how to get red and green symbols based off of the due date and % Complete columns within a sheet. I now want to configure a formula that includes a yellow symbol if the due date is today -3 days. This means the symbol would be green until 3 days before the date. I would like it to remain red after the due date.

The formula I currently use is =IF(OR([% Complete]@row = 1, TODAY() < [End Date]@row), "Green", "Red") but this will have to change to incorporate the yellow symbol.


Is there a formula I can use to answer this question?

Best Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    edited 01/25/22 Answer ✓
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    You'll want to nest the Yellow choice as the negative condition in the first IF statement, and make Red the negative condition of the nested Yellow:

    =IF(OR([% Complete]@row = 1, TODAY() < [End Date]@row), "Green", IF(OR[% Complete]@row < 1, [End Date]@row >= TODAY(-3)), "Yellow", IF((OR[% Complete]@row < 1, [End Date]@row < TODAY()), "Red")

    You also want the Red condition to only be in place if the percent complete is less than 100% and the due date is past.

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓
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    =IF(OR([% Complete]@row = [% Complete]@row 1, TODAY() < [End Date]@row), "Green", IF(OR([% Complete]@row < 1, [End Date]@row >= TODAY(-3)), "Yellow", IF(OR([% Complete]@row < 1, [End Date]@row < TODAY()), "Red")))

    Is this an extraneous [% Complete]@row ?

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    edited 01/25/22 Answer ✓
    Options

    You'll want to nest the Yellow choice as the negative condition in the first IF statement, and make Red the negative condition of the nested Yellow:

    =IF(OR([% Complete]@row = 1, TODAY() < [End Date]@row), "Green", IF(OR[% Complete]@row < 1, [End Date]@row >= TODAY(-3)), "Yellow", IF((OR[% Complete]@row < 1, [End Date]@row < TODAY()), "Red")

    You also want the Red condition to only be in place if the percent complete is less than 100% and the due date is past.

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • RFedders
    RFedders ✭✭
    edited 01/25/22
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  • RFedders
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    Jeff,


    Thanks for taking a crack at this formula, I appreciate the effort. Unfortunately, it is reading as #UNPARSEABLE. I went and edited the formula to include the correct usage of parenthesis and I am still returning #UNPARSEABLE in the cell.


    This is the formula i used: =IF(OR([% Complete]@row = [% Complete]@row 1, TODAY() < [End Date]@row), "Green", IF(OR([% Complete]@row < 1, [End Date]@row >= TODAY(-3)), "Yellow", IF(OR([% Complete]@row < 1, [End Date]@row < TODAY()), "Red")))

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓
    Options

    =IF(OR([% Complete]@row = [% Complete]@row 1, TODAY() < [End Date]@row), "Green", IF(OR([% Complete]@row < 1, [End Date]@row >= TODAY(-3)), "Yellow", IF(OR([% Complete]@row < 1, [End Date]@row < TODAY()), "Red")))

    Is this an extraneous [% Complete]@row ?

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

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