Conditional Formatting Based on 2 Date Columns, with or without Helper Column
Hi! I've scoured the Community posts, and can't find exactly what I need. I am managing a membership list and need to flag when memberships expire before or on a specific date (06/29/2023) so I can contact those members. I have one column with their membership expiration dates, a second column with the 06/29/2023 deadline, and I can have a third column as a helper if needed.
Appreciate any help!
Best Answer
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Peggy Parchert ✭✭✭✭✭✭@Eric Law- you are speedy
Another option would be to us a Sheet Summary field for the Expiration Helper Column - Mtg Date instead of a column in the sheet.
Flag column formula: =IFERROR(IF([Membership Expiration]@row <= [Expiration Helper Column - Mtg Date]#, 1, 0), "No Date")
Sheet Summary field (Expiration Helper Column - Mtg Date would equal 6/29/23
Hope this helps.
Thanks -Peggy
Answers
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Eric Law ✭✭✭✭✭Hello@Mlichtensteinyou can do =IF([Membership Expiration]@row <6/29/2023, 1, 0)
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Thanks@Eric Lawthat gives me #INVALID OPERATION. Both the Membership Expiration and Mtg Date helper columns are formatted as dates.
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Peggy Parchert ✭✭✭✭✭✭
@Eric Law- you are speedy
Another option would be to us a Sheet Summary field for the Expiration Helper Column - Mtg Date instead of a column in the sheet.
Flag column formula: =IFERROR(IF([Membership Expiration]@row <= [Expiration Helper Column - Mtg Date]#, 1, 0), "No Date")
Sheet Summary field (Expiration Helper Column - Mtg Date would equal 6/29/23
Hope this helps.
Thanks -Peggy
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Eric Law ✭✭✭✭✭
@MlichtensteinWill you be updating the helper column? Or is this a one off. You should be able to just put that formula above in the Formula column.
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@Eric LawI won't be updating the helper column, but even when copying/pasting that into the formula column, I'm still getting the #invalid operation error. I appreciate your responses!
@Peggy ParchertThe summary field and your formula did the trick. Thank you!
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In your sheet, create a third section that adds the results of the first two. It would have the same rows, but the formula for each row would add the cells of section 1 + section 2.<\/p>
Add a helper column called ShowInReport as a Check Box and check all the rows in the third section. <\/p>
Create a report and tell it to show you only Section 3 (where the ShowInReport is true.<\/p>
I hope that makes sense.<\/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":108864,"type":"question","name":"Is there a formula to show as %","excerpt":"What I am trying to do is have my overview brought in automatically each month so it doesn't have to manually be typed in. The struggle I'm having is it wants to bring in as a decimal instead of a %. Below is the formula I am currently using. Is there a way to make it show as % =\"We are at \" + [% closed rate]@row + \"…","snippet":"What I am trying to do is have my overview brought in automatically each month so it doesn't have to manually be typed in. The struggle I'm having is it wants to bring in as a…","categoryID":322,"dateInserted":"2023-08-11T17:22:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T19:29:15+00:00","insertUserID":144360,"insertUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T20:24:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":144360,"lastUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T20:24:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3383558496,"url":"https:\/\/community.smartsheet.com\/discussion\/108864\/is-there-a-formula-to-show-as","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108864\/is-there-a-formula-to-show-as","format":"Rich","lastPost":{"discussionID":108864,"commentID":390301,"name":"Re: Is there a formula to show as %","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390301#Comment_390301","dateInserted":"2023-08-11T19:29:15+00:00","insertUserID":144360,"insertUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T20:24:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T19:29:56+00:00","dateAnswered":"2023-08-11T17:49:58+00:00","acceptedAnswers":[{"commentID":390269,"body":"
Try this - =\"We are at \" + [% closed rate]@row * 100 + \"% closed rate on ticket status for the month of \"+[Month]@row.<\/p>"},{"commentID":390301,"body":"
I figured it out! Updated formula to get the 2 decimal places as well.<\/p>
=\"We are at \" + IFERROR(ROUND([% closed rate]@row * 100, 2), \"//m.santa-greenland.com/community/discussion/106087/\") + \"% closed rate on ticket status for the month of \" + Month@row<\/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":108861,"type":"question","name":"IF\/AND Formula","excerpt":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I have not received an invoice and the invoice due date is within 30 days. I know I'm close since I've gone from \"unparsable\" to \"incorrect…","snippet":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I…","categoryID":322,"dateInserted":"2023-08-11T16:27:44+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":120231,"lastUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":59,"score":null,"hot":3383549849,"url":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","format":"Rich","lastPost":{"discussionID":108861,"commentID":390268,"name":"Re: IF\/AND Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390268#Comment_390268","dateInserted":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:48:48+00:00","dateAnswered":"2023-08-11T17:12:43+00:00","acceptedAnswers":[{"commentID":390261,"body":"
You were, indeed, very close.<\/p>
=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"
