At Risk Flag
Hello,
Based on example from sheet provided, I'm looking for formula to populate in the At Risk column to flag as At Risk if Final Due Date is seven days out and the Status does not equal "Yes" and % Complete is not 100%
Any support is appreciated!
Comments
-
I very much appreciate the help! Just what I was looking for.
-
You're welcome. Glad I could help out!
-
I need help using this formula. I used and received the #UNPARSEABLE error msg. I'm creating a blank dashboard template.
-
Hi @Cee Johnson ,
@Mike Wilday 's formula, with your column titles, should work:
in the column At Risk:
=IF(AND([Due Date]@row <= Today(7), [Due Date]@row >=Today(), Status@row <>"Yes", [% complete]@row <>1), 1, 0)
Your Risk column needs to be a checkbox, Date a date, and the rest Text/Number.
Work?
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
-
Thanks Mike I tried the formula provided but I received error msg. see my screenshot.
Also, having a problem with the Status column with RGYB balls and the IF formula to execute it. I want the logic to be Green=In Progress, Yellow=Not Started Red=Delayed and Blue=Completed. Thanks for your help! I am able to create formulas in Excel but Smartsheets is a beast.
-
Hi @Cee Johnson ,
This formula works for me, but the status column needs to be a check box. From you question above it sounds like your status is a RYGB symbol, in which case the Status formula would change to Status@row<>"Blue":
[At Risk] column:
=IF(AND([Due Date]@row <= TODAY(7), [Due Date]@row >= TODAY(), Status@row <> "Yes", [% Complete]@row <> 1), 1, 0)
Changing Ball colors is a nested IF statement, as you said. I don't see a column with Delayed, Completed, Not Started, or Completed so I'm assuming that you want the ball color to reflect the status based on % Complete. For the delayed status the formula determines, based on straight line, how much progress should have been complete as of today against that reported as % Complete. You may want to adjust that:
=IF(NETDAYS(Today(),[Planned End Date]@row)/NETDAYS([planned start date]@row, [Planned End Date]@row)< 1-[% complete]@row, "RED", [% Complete]@row = 0, "Yellow", IF([% complete]@row = 1, "Blue", IF([% complete]@row "In Progress")
Help at all?
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
-
At Risk is not working and yes I want the balls to change per the %Complete column but the formula provided didn't work.
-
Where can I find shortcuts to formulas like Excel? This is too complex.
-
OK, we'll try again. Thanks for being patient. Here are 2 formulas that should work.
AT RISK: =IF(AND([Due Date]@row <= TODAY(7), [Due Date]@row >= TODAY(), Status@row <> "Yes", [% Complete]@row <> 1), true, false)
BALL COLORS: =IF((NETDAYS(TODAY(), [planned end date]@row) / NETDAYS([planned start date]@row, [planned end date]@row)) < (1 - [% Complete]@row), "Red", IF([% Complete]@row = 0, "Yellow", IF([% Complete]@row = 1, "Blue", "Green")))
Hope for success.
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
-
Function help can be found at:
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
-
=IF([%Complete]@row = 1, "Blue", IF([%Complete]@row > 0, "Green", "Yellow")) IF(Finish@row<[Due Date]@row=TODAY(7), "Red"))
Excel is so much easier.
-
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
-
Hi Mark,
I didn't get it to work. My prior comment is a screenshot of the Status column formula not working. It only works if I am doing YGB. It doesn't work once I add Red or Due Date.
-
Both formulas used for both columns aren't working. Any suggestions?
Help Article Resources
Categories
Check out the Formula Handbook template!
