Smartsheet at- risk formula

Titilope Akinlose
Titilope Akinlose ✭✭
inFormulas and Functions

Hi all, I'm having a little trouble with creating the right formula for my "at risk" / "attn" column.

Annotation 2020-06-22 165725.png

I only want the column to flag is the status is not complete and the target end date is past due. My current formula is =IF(AND(Status301 <> "Complete", [Target End Date]301 <= TODAY()), 1, 0)

Currently, the column flags even when the target end date is blank. I only want the flag when the status is not complete, and the target end date is past due, AND the target end date is not blank.

Please help!


Thanks

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    Try somethingn like this...

    =IF([Target End Date]301 <> "",IF(AND(Status301 <> "Complete", [Target End Date]301 <= TODAY()), 1, 0))


    This will take your original formula and run it only if the [Target End Date] is not blank.

    thinkspi.com

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  • Titilope Akinlose
    Titilope Akinlose ✭✭
    Answer ✓

    Hi Paul,


    I have an updated formula I would like to use, and I ma having trouble and not sure whether to use the AND/OR feature. I only want the flag when the:

    1. End date is not blank
    2. End date is in the past
    3. And status is not complete OR received.

    Current formula is you helped me with is

    =IF([End Date]1 <> "", IF(AND(Status1 <> "Completed", [End Date]1 <= TODAY()), 1, 0))

    Not sure how to incorporate the status is not complete OR received component.

    image.png

    Any help will be appreciated.

    Thank you!

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    Try this...

    =IF([End Date]1 <> "", IF(AND(Status1 <> "Completed", Status1 <> "Received", [End Date]1 <= TODAY()), 1, 0))

    thinkspi.com

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Hi @Tamar<\/a> <\/p>

I think this is happening becuase you are editing a range that exists in the original location. Instead of editing the range in the new location, be sure to delete the entire range and then click in the place where it was in the formula. Then choose another range. <\/p>

I hope that helps.<\/p>

Matt<\/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":107113,"type":"question","name":"How to return a BLANK if we have a BLANK cell using a COUNTIFS formula","excerpt":"This formula is currently working, and it is returning how many items are reviewed for each \"Project Lead\". The first part of the formula is basically saying that we would count them, as long as we have a \"Reviewer\" name added in the \"Reviewer\" column. =IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//m.santa-greenland.com/community/discussion/69311/\", [Project Lead]:[Project…","snippet":"This formula is currently working, and it is returning how many items are reviewed for each \"Project Lead\". The first part of the formula is basically saying that we would count…","categoryID":322,"dateInserted":"2023-06-29T22:39:31+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T02:51:05+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":157974,"lastUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3376173036,"url":"https:\/\/community.smartsheet.com\/discussion\/107113\/how-to-return-a-blank-if-we-have-a-blank-cell-using-a-countifs-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107113\/how-to-return-a-blank-if-we-have-a-blank-cell-using-a-countifs-formula","format":"Rich","lastPost":{"discussionID":107113,"commentID":383252,"name":"Re: How to return a BLANK if we have a BLANK cell using a COUNTIFS formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383252#Comment_383252","dateInserted":"2023-06-30T02:51:05+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+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":"2023-06-30T02:51:53+00:00","dateAnswered":"2023-06-29T22:55:01+00:00","acceptedAnswers":[{"commentID":383233,"body":"

@Filippo<\/a>, the most inelegant but dead simple thing to do is this:<\/p>

=IF(IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//m.santa-greenland.com/community/discussion/69311/\", [Project Lead]:[Project Lead], [Project Lead]@row), \"//m.santa-greenland.com/community/discussion/69311/\")<\/strong>=0, \"//m.santa-greenland.com/community/discussion/69311/\", IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//m.santa-greenland.com/community/discussion/69311/\", [Project Lead]:[Project Lead], [Project Lead]@row), \"//m.santa-greenland.com/community/discussion/69311/\")<\/strong>)<\/p>

Simplified, it's just this:<\/p>

=IF(<your formula> = 0, \"//m.santa-greenland.com/community/discussion/69311/\", <your formula>)<\/p>"},{"commentID":383252,"body":"

Very clever Lucas! Simple IF statement logic. It works perfectly, thanks!!!<\/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":107107,"type":"question","name":"Formula that counts how many rows have a date in the past","excerpt":"Hi! I need help with creating a formula that will count how many rows in my column called End Date have dates in the past. I've tried the following and it gives an \"unparseable\" error: =COUNTIFS([End Date]:[End Date], \"<=\" & TODAY()) Thanks in advance for your help!","snippet":"Hi! I need help with creating a formula that will count how many rows in my column called End Date have dates in the past. I've tried the following and it gives an \"unparseable\"…","categoryID":322,"dateInserted":"2023-06-29T20:39:23+00:00","dateUpdated":"2023-06-29T20:39:58+00:00","dateLastComment":"2023-06-29T20:52:03+00:00","insertUserID":162796,"insertUser":{"userID":162796,"name":"Beth M","url":"https:\/\/community.smartsheet.com\/profile\/Beth%20M","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-29T21:23:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162796,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-30T02:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"score":null,"hot":3376143686,"url":"https:\/\/community.smartsheet.com\/discussion\/107107\/formula-that-counts-how-many-rows-have-a-date-in-the-past","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107107\/formula-that-counts-how-many-rows-have-a-date-in-the-past","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107107,"commentID":383217,"name":"Re: Formula that counts how many rows have a date in the past","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383217#Comment_383217","dateInserted":"2023-06-29T20:52:03+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-30T02:47:38+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":"2023-06-29T20:54:25+00:00","dateAnswered":"2023-06-29T20:52:03+00:00","acceptedAnswers":[{"commentID":383217,"body":"

You are very close, try this.<\/p>

=COUNTIFS([End Date]:[End Date], <= TODAY())<\/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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