Automatic RYGB Lights

Jeffrey Wagemans
Jeffrey Wagemans ✭✭
inFormulas and Functions

Hi All,

Currently I'm trying to make my RYGB column give the right color light when it meets certain criteria. This must be based on a Start Date column, End Date column and a status column, but I can't seem to figure out a formula that works.

So the way it should work is like below:

image.png

Is there anyone who might know a solution?


Thanks in advance!

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Best Answer

  • Emilio Wright
    Emilio Wright ✭✭✭
    Answer ✓

    @Jeffrey WagemansI created the formula based on your table, although it has gaps and you will begin to notice them when users begin to use the fields. I found one but have not changed the formula since you provided the needed information.

    image.png


    =IF([email protected]= "not started", IF(OR(ISBLANK([Start Date]@row), ISBLANK([End Date]@row)), "Blue", IF([Start Date]@row > TODAY(), "Blue", "Red")), IF([email protected]= "in progress", IF([End Date]@row < TODAY(), "Red", "Yellow"), IF(AND([email protected]= "Completed", [End Date]@row < TODAY()), "Green", IF([email protected]= "Canceled", "Blue", "Blue"))))


    I created a formula similar to this on my Project Plans. I opted by not caring what the user had on the Status field unless it was something critical like "At Risk" or "Abandoned" or "Completed". I simply used the Date fields to guide my Status. You can kind of gauge what status it should be based on the dates.


    This is a snippet of the formula but I think it conveys the message. Don't mind the parenthesis as I simply cut this from my formula without checking if the parentheses have pairs.


    IF(AND(NOT(ISBLANK([Start Date]#)), NOT(ISBLANK([End Date]#))), IF(AND([Start Date]# <= TODAY(), [End Date]# >= TODAY()), "In Progress", IF(AND([Start Date]# <= TODAY(), [End Date]# < TODAY()), "Completed", "Planned Not Started")), "Unplanned"))

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Answers

  • Emilio Wright
    Emilio Wright ✭✭✭

    @Jeffrey WagemansI can help you make the formula, it would be quite a few nested IF statements. Normally I would take the column that has the most options per group as the initial criteria since it will result in fewer IF statements.

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  • Emilio Wright
    Emilio Wright ✭✭✭
    Answer ✓

    @Jeffrey WagemansI created the formula based on your table, although it has gaps and you will begin to notice them when users begin to use the fields. I found one but have not changed the formula since you provided the needed information.

    image.png


    =IF([email protected]= "not started", IF(OR(ISBLANK([Start Date]@row), ISBLANK([End Date]@row)), "Blue", IF([Start Date]@row > TODAY(), "Blue", "Red")), IF([email protected]= "in progress", IF([End Date]@row < TODAY(), "Red", "Yellow"), IF(AND([email protected]= "Completed", [End Date]@row < TODAY()), "Green", IF([email protected]= "Canceled", "Blue", "Blue"))))


    I created a formula similar to this on my Project Plans. I opted by not caring what the user had on the Status field unless it was something critical like "At Risk" or "Abandoned" or "Completed". I simply used the Date fields to guide my Status. You can kind of gauge what status it should be based on the dates.


    This is a snippet of the formula but I think it conveys the message. Don't mind the parenthesis as I simply cut this from my formula without checking if the parentheses have pairs.


    IF(AND(NOT(ISBLANK([Start Date]#)), NOT(ISBLANK([End Date]#))), IF(AND([Start Date]# <= TODAY(), [End Date]# >= TODAY()), "In Progress", IF(AND([Start Date]# <= TODAY(), [End Date]# < TODAY()), "Completed", "Planned Not Started")), "Unplanned"))

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  • Jeffrey Wagemans
    Jeffrey Wagemans ✭✭

    Hi Emilio!


    Thank you so much, it worked!

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If you want to know the percentage over\/under the Contract Amount<\/strong>, your formula (placed the [Percentage] column) would be:<\/p>

=([Contract amount]@row - [Install Labor (actual)]@row) \/ [Contract amount]@row<\/p>

Be sure the \"Percentage\" column is formatted as a percentage. Positive numbers show that your total spend is under<\/strong> the [Contract amount]. Negative values show your total spend is over<\/strong>.<\/p>

You can use a similar formula to measure how far over\/under your [Labor $ (quoted)] amount is from your [Install Labor (actual)] amount.<\/p>

=([Labor $ (quoted)]@row - [Install Labor (actual)]@row) \/ [Labor $ (quoted)]@row<\/p>

Here, though, a negative value shows that you are OVER<\/strong> the estimate. A positive value shows you are at or UNDER<\/strong> the estimate.<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107038,"type":"question","name":"Modified Date loses detail when referenced","excerpt":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all timestamps in the 'Modified' column. Formula is as follows and is functioning as expected. =MAX([Modified]:[Modified]) Problem: The displayed value…","snippet":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all…","categoryID":322,"dateInserted":"2023-06-28T17:43:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":22,"score":null,"hot":3375964045,"url":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","format":"Rich","lastPost":{"discussionID":107038,"commentID":382970,"name":"Re: Modified Date loses detail when referenced","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382970#Comment_382970","dateInserted":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T21:29:15+00:00","dateAnswered":"2023-06-28T18:46:15+00:00","acceptedAnswers":[{"commentID":382932,"body":"

Set the Sheet Summary field as text\/number then add +\"//www.santa-greenland.com/community/discussion/comment/\" to the end of the MAX function (plus quote quote) to convert it into a text string.<\/p>

=MAX([Modified]:[Modified]) + \"//www.santa-greenland.com/community/discussion/comment/\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107030,"type":"question","name":"How to subtract percentages?","excerpt":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will populate an answer, however I cannot adjust the formatting from % to number Example: %Complete = 13% Correct answer should display 87% Second…","snippet":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will…","categoryID":322,"dateInserted":"2023-06-28T15:56:57+00:00","dateUpdated":"2023-06-28T16:22:44+00:00","dateLastComment":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":150369,"lastUserID":150369,"lastUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3375939165,"url":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107030,"commentID":382885,"name":"Re: How to subtract percentages?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382885#Comment_382885","dateInserted":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T16:35:51+00:00","dateAnswered":"2023-06-28T16:31:26+00:00","acceptedAnswers":[{"commentID":382883,"body":"

@v.winters<\/a> <\/p>

If the two percent columns are formatted as percent columns (see screenshot), then the % Not Complete column would have this formula: <\/p>

=1 - [%Complete]<\/em>@row<\/p>

\n
\n \n \"Menu.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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