Formula Needed

Hi Smartsheet Team,

I am looking for help with a formula:

I have a column "Schedule Health" that has RYG Balls I am wanting this to change color based on certain criteria from 3 other columns "Status", "Start Date", "End Date".

Ball is GREEN if "Start Date" is 7 days from today (ie project has not started yet)

Ball is GREEN if "Status" is "Complete"

Ball is YELLOW if "Start Date" is 3 days from today

Ball is YELLOW if "Status" is "In Progress" and "Start Date" is in the future

Ball is RED if "Status" is "In Progress" and "Start Date" is today or past (Project running late)

Ball is RED if "Status" is "In Progress" and "End Date" is today or later (Project started but not completed on time)

Ball is RED if "Status" is anything other than "Complete" at "End Date" for today or late (No body has updated the project and its late to complete)

Can anyone help me please?

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Best Answer

  • Itai
    Itai ✭✭✭✭✭
    Answer ✓

    Hey@Rod Sanderson,

    =IF(OR(AND(Status@row <> "Complete", [End Date]@row <= TODAY()), AND(Status@row = "in progress", [End Date]@row >= TODAY()), AND(Status@row = "in progress", [Start Date]@row <= TODAY())), "Red", 0)

    I think this should work for the red.

    Let me know if this is the direction you are looking for and I can write the rest of the colors as well.

    Itai Perez

    Project Manager | Transformation Department

    Gong cha

    https://www.linkedin.com/in/itai-perez/

Answers

  • Itai
    Itai ✭✭✭✭✭
    Answer ✓

    Hey@Rod Sanderson,

    =IF(OR(AND(Status@row <> "Complete", [End Date]@row <= TODAY()), AND(Status@row = "in progress", [End Date]@row >= TODAY()), AND(Status@row = "in progress", [Start Date]@row <= TODAY())), "Red", 0)

    I think this should work for the red.

    Let me know if this is the direction you are looking for and I can write the rest of the colors as well.

    Itai Perez

    Project Manager | Transformation Department

    Gong cha

    https://www.linkedin.com/in/itai-perez/

  • Wow such a quick response - that looks like exactly what I am looking for - if you could do it for the other colors I will drop it into sheet and run it! THANK YOU!

  • I placed this in my Smartsheet and it works for some of Red except it does not change to Yellow if the status in 'In progress" and between the "Start Date" and "End Date" - Also if the project is "In progress" before the "Start Date" it also goes Red, and will you be able to build for Yellow and Green too please.

    Screen Shot 2023-07-19 at 8.05.32 PM.png


  • Hi Itai did you see my response. It appears that the RED is not reacting appropriately and I was hoping you could help me to build the formula for the Yellow and Green?

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No. In your formula from your post just before my last one, you were adding together 3 different joins. The first one has a different syntax from the 2nd and 3rd. The 2nd and 3rd have the correct syntax already.<\/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":109176,"type":"question","name":"How to check a box if exact text is found within a string of text","excerpt":"Hello, I am trying to place a check in a box when some exact text is found within a string of words. I am looking to place a check when \"TAC\" is found in a string of words. Here's the formula I am using, but its not working. No error message, but is not selecting the checkbox appropriately. =IF(HAS([Column Name1]@row,…","snippet":"Hello, I am trying to place a check in a box when some exact text is found within a string of words. I am looking to place a check when \"TAC\" is found in a string of words. Here's…","categoryID":322,"dateInserted":"2023-08-19T01:53:52+00:00","dateUpdated":null,"dateLastComment":"2023-08-19T17:54:54+00:00","insertUserID":149359,"insertUser":{"userID":149359,"name":"Jen H.","url":"https:\/\/community.smartsheet.com\/profile\/Jen%20H.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uzlXJ-dimro!oc1UqANVjEQ!GEwnp-NhEjM","dateLastActive":"2023-08-19T18:02:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":149359,"lastUser":{"userID":149359,"name":"Jen H.","url":"https:\/\/community.smartsheet.com\/profile\/Jen%20H.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uzlXJ-dimro!oc1UqANVjEQ!GEwnp-NhEjM","dateLastActive":"2023-08-19T18:02:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3384878926,"url":"https:\/\/community.smartsheet.com\/discussion\/109176\/how-to-check-a-box-if-exact-text-is-found-within-a-string-of-text","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109176\/how-to-check-a-box-if-exact-text-is-found-within-a-string-of-text","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109176,"commentID":391532,"name":"Re: How to check a box if exact text is found within a string of text","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391532#Comment_391532","dateInserted":"2023-08-19T17:54:54+00:00","insertUserID":149359,"insertUser":{"userID":149359,"name":"Jen H.","url":"https:\/\/community.smartsheet.com\/profile\/Jen%20H.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uzlXJ-dimro!oc1UqANVjEQ!GEwnp-NhEjM","dateLastActive":"2023-08-19T18:02:04+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":"2023-08-19T17:54:00+00:00","dateAnswered":"2023-08-19T02:33:27+00:00","acceptedAnswers":[{"commentID":391518,"body":"

HAS() will only return true under three conditions.<\/p>

  1. The cell is a multicontact cell and contains a match for the contact<\/li>
  2. The cell is a multiselect dropdown and contains a match<\/li>
  3. The cell is not a multicontact or multiselect dropdown and contains ONLY and EXACTLY the text you are matching against. <\/li><\/ol>

    I am assuming your row in question is a standard Text\/Number cell? If so, you will need to get somewhat creative with some CONTAINS() statements.<\/p>

    This will narrow down your matches to only cells that contain a space both before and after TAC. If, however, TAC can appear as the first or last \"word\" in the cell, it would not match in that circumstance as there would only be a space on one side.<\/p>

    =IF(CONTAINS(\" TAC \", [Column Name1]@row), 1, 0)<\/p>


    <\/p>

    If TAC can appear as the first or last \"word\" in the cell, this will cover those possibilities as well.<\/p>

    =IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\"), 1, 0)<\/p>


    <\/p>

    If it is possible that TAC will be the exact entry of the cell, you will need an additional statement to cover that, as there would not be spaces on either side. This will add that option.<\/p>

    =IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\", [Column Name1]@row = \"TAC\"), 1, 0)<\/p>


    <\/p>

    If there are other situations you may have in your sheet, i.e., TAC inside parenthesis, or before or after punctuation, etc, you will additional statements to include those options as well.<\/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":109170,"type":"question","name":"COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","excerpt":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another dropdown of project names to select from), and Severity (this column displays a \"High\", \"Medium\", or \"Low\" value based on the calculated score in column…","snippet":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another…","categoryID":322,"dateInserted":"2023-08-18T20:29:26+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:12+00:00","insertUserID":165367,"insertUser":{"userID":165367,"name":"Shari D","url":"https:\/\/community.smartsheet.com\/profile\/Shari%20D","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-18T21:12:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":10,"countViews":95,"score":null,"hot":3384789758,"url":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","format":"Rich","lastPost":{"discussionID":109170,"commentID":391505,"name":"Re: COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391505#Comment_391505","dateInserted":"2023-08-18T21:13:12+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+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":"2023-08-18T21:12:26+00:00","dateAnswered":"2023-08-18T21:01:48+00:00","acceptedAnswers":[{"commentID":391499,"body":"

    @Shari D<\/a> My apologies, should have been HAS<\/p>

    =COUNTIFS(Status:Status, \"Open\", Severity:Severity, \"High\", [Impacted IT Projects]:[Impacted IT Projects], HAS(@cell, \"IT Project Name 1\"))<\/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":[]}],"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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