Formula for Indicator

M

Max

I just used this simple formula- if it is wrong please correct me.I used it
and is working( i have used indicators to display) but only thing what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([% Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4 subtasks.
if one of the 4 subtasks is complete it should show me a smiley face but it
is not. It shows me a smiley face only when all tasks under that project is
100%. If i want individual tasks to be having indicators adn then tehy get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one to choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
D

Dale Howard [MVP]

Max --

Have you noticed that no one has tackled this question yet? I suspect it is
because your formula makes NO SENSE whatsoever. For example, if your
project has slipped by a month, your formula will show tasks as "On Track",
even though they are a month late. I would recommend that you dump this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's current Finish
date against its original Baseline Finish date. The difference between
these two dates is stored in a default field called Finish Variance,
measured by default in days. Based off the informaiton in the Finish
Variance field, you can build your Graphical Indicator criteria based on how
many days late a task is. Also, before this formula can work correctly, you
will always need to remember to baseline your project after you have
completely planned it, and before accepting task updates into it. Hope this
helps.
 
M

Max

Thanks for your inputs, i do agree of the fact that i jst wrote something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

Dale Howard said:
Max --

Have you noticed that no one has tackled this question yet? I suspect it is
because your formula makes NO SENSE whatsoever. For example, if your
project has slipped by a month, your formula will show tasks as "On Track",
even though they are a month late. I would recommend that you dump this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's current Finish
date against its original Baseline Finish date. The difference between
these two dates is stored in a default field called Finish Variance,
measured by default in days. Based off the informaiton in the Finish
Variance field, you can build your Graphical Indicator criteria based on how
many days late a task is. Also, before this formula can work correctly, you
will always need to remember to baseline your project after you have
completely planned it, and before accepting task updates into it. Hope this
helps.




Max said:
I just used this simple formula- if it is wrong please correct me.I used it
and is working( i have used indicators to display) but only thing what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([% Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4 subtasks.
if one of the 4 subtasks is complete it should show me a smiley face but
it
is not. It shows me a smiley face only when all tasks under that project
is
100%. If i want individual tasks to be having indicators adn then tehy get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one to choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
D

Dale Howard [MVP]

Max --

You could simply use the following formula in a Duration field:

[Finish Variance]

Then specify your Graphical Indicator criteria on the amount of Finish
Variance, measured in days. Following is an example:

Is greater than or equal to 10d Red stoplight
Is greater than or equal to 5d Yellow stoplight
Is greater than or equal to 0d Green stoplight
Is less than 0d Green
smiley face

After you study the above example, you need to ask what your company
requirements are for date slippage, and then set your own criteria. Hope
this helps.




Max said:
Thanks for your inputs, i do agree of the fact that i jst wrote something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

Dale Howard said:
Max --

Have you noticed that no one has tackled this question yet? I suspect it
is
because your formula makes NO SENSE whatsoever. For example, if your
project has slipped by a month, your formula will show tasks as "On
Track",
even though they are a month late. I would recommend that you dump this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's current
Finish
date against its original Baseline Finish date. The difference between
these two dates is stored in a default field called Finish Variance,
measured by default in days. Based off the informaiton in the Finish
Variance field, you can build your Graphical Indicator criteria based on
how
many days late a task is. Also, before this formula can work correctly,
you
will always need to remember to baseline your project after you have
completely planned it, and before accepting task updates into it. Hope
this
helps.




Max said:
I just used this simple formula- if it is wrong please correct me.I used
it
and is working( i have used indicators to display) but only thing what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([% Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4 subtasks.
if one of the 4 subtasks is complete it should show me a smiley face
but
it
is not. It shows me a smiley face only when all tasks under that
project
is
100%. If i want individual tasks to be having indicators adn then tehy
get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one to
choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
M

Max

Thanks Dale,
Will try on this once i am in offc on Monday
thanks a lot forur time
max
Dale Howard said:
Max --

You could simply use the following formula in a Duration field:

[Finish Variance]

Then specify your Graphical Indicator criteria on the amount of Finish
Variance, measured in days. Following is an example:

Is greater than or equal to 10d Red stoplight
Is greater than or equal to 5d Yellow stoplight
Is greater than or equal to 0d Green stoplight
Is less than 0d Green
smiley face

After you study the above example, you need to ask what your company
requirements are for date slippage, and then set your own criteria. Hope
this helps.




Max said:
Thanks for your inputs, i do agree of the fact that i jst wrote something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

Dale Howard said:
Max --

Have you noticed that no one has tackled this question yet? I suspect it
is
because your formula makes NO SENSE whatsoever. For example, if your
project has slipped by a month, your formula will show tasks as "On
Track",
even though they are a month late. I would recommend that you dump this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's current
Finish
date against its original Baseline Finish date. The difference between
these two dates is stored in a default field called Finish Variance,
measured by default in days. Based off the informaiton in the Finish
Variance field, you can build your Graphical Indicator criteria based on
how
many days late a task is. Also, before this formula can work correctly,
you
will always need to remember to baseline your project after you have
completely planned it, and before accepting task updates into it. Hope
this
helps.




I just used this simple formula- if it is wrong please correct me.I used
it
and is working( i have used indicators to display) but only thing what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([% Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4 subtasks.
if one of the 4 subtasks is complete it should show me a smiley face
but
it
is not. It shows me a smiley face only when all tasks under that
project
is
100%. If i want individual tasks to be having indicators adn then tehy
get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one to
choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
D

Dale Howard [MVP]

Max --

You are more than welcome for the help, my friend! :)




Max said:
Thanks Dale,
Will try on this once i am in offc on Monday
thanks a lot forur time
max
Dale Howard said:
Max --

You could simply use the following formula in a Duration field:

[Finish Variance]

Then specify your Graphical Indicator criteria on the amount of Finish
Variance, measured in days. Following is an example:

Is greater than or equal to 10d Red stoplight
Is greater than or equal to 5d Yellow
stoplight
Is greater than or equal to 0d Green
stoplight
Is less than 0d Green
smiley face

After you study the above example, you need to ask what your company
requirements are for date slippage, and then set your own criteria. Hope
this helps.




Max said:
Thanks for your inputs, i do agree of the fact that i jst wrote
something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

:

Max --

Have you noticed that no one has tackled this question yet? I suspect
it
is
because your formula makes NO SENSE whatsoever. For example, if your
project has slipped by a month, your formula will show tasks as "On
Track",
even though they are a month late. I would recommend that you dump
this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's current
Finish
date against its original Baseline Finish date. The difference
between
these two dates is stored in a default field called Finish Variance,
measured by default in days. Based off the informaiton in the Finish
Variance field, you can build your Graphical Indicator criteria based
on
how
many days late a task is. Also, before this formula can work
correctly,
you
will always need to remember to baseline your project after you have
completely planned it, and before accepting task updates into it.
Hope
this
helps.




I just used this simple formula- if it is wrong please correct me.I
used
it
and is working( i have used indicators to display) but only thing
what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([%
Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4 subtasks.
if one of the 4 subtasks is complete it should show me a smiley face
but
it
is not. It shows me a smiley face only when all tasks under that
project
is
100%. If i want individual tasks to be having indicators adn then
tehy
get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one to
choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
M

Max

Hi Dale,
Can you please provide me the below suggested equations in formula format
so that i will use that in the formula field in Customize field option and
then provide indicators.
I tried similar but not getting ti right, shy to share that formula as it
might be wrong.
Thanks
max

Dale Howard said:
Max --

You are more than welcome for the help, my friend! :)




Max said:
Thanks Dale,
Will try on this once i am in offc on Monday
thanks a lot forur time
max
Dale Howard said:
Max --

You could simply use the following formula in a Duration field:

[Finish Variance]

Then specify your Graphical Indicator criteria on the amount of Finish
Variance, measured in days. Following is an example:

Is greater than or equal to 10d Red stoplight
Is greater than or equal to 5d Yellow
stoplight
Is greater than or equal to 0d Green
stoplight
Is less than 0d Green
smiley face

After you study the above example, you need to ask what your company
requirements are for date slippage, and then set your own criteria. Hope
this helps.




Thanks for your inputs, i do agree of the fact that i jst wrote
something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

:

Max --

Have you noticed that no one has tackled this question yet? I suspect
it
is
because your formula makes NO SENSE whatsoever. For example, if your
project has slipped by a month, your formula will show tasks as "On
Track",
even though they are a month late. I would recommend that you dump
this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's current
Finish
date against its original Baseline Finish date. The difference
between
these two dates is stored in a default field called Finish Variance,
measured by default in days. Based off the informaiton in the Finish
Variance field, you can build your Graphical Indicator criteria based
on
how
many days late a task is. Also, before this formula can work
correctly,
you
will always need to remember to baseline your project after you have
completely planned it, and before accepting task updates into it.
Hope
this
helps.




I just used this simple formula- if it is wrong please correct me.I
used
it
and is working( i have used indicators to display) but only thing
what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([%
Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4 subtasks.
if one of the 4 subtasks is complete it should show me a smiley face
but
it
is not. It shows me a smiley face only when all tasks under that
project
is
100%. If i want individual tasks to be having indicators adn then
tehy
get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one to
choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
D

Dale Howard [MVP]

Max --

I already GAVE you the formula and some sample Graphical Indicator criteria
two posts ago! You need to use a custom enterprise task Duration field.
Are you doing that? The formula would simply be:

[Finish Variance]

The Graphical Indicator criteria are up to you. When you specify Graphical
Indicator criteria, you do need to tell the software what to do about
summary tasks and about the Project Summary Task (Task 0 or Row 0) as well.
Hope this helps.




Max said:
Hi Dale,
Can you please provide me the below suggested equations in formula format
so that i will use that in the formula field in Customize field option and
then provide indicators.
I tried similar but not getting ti right, shy to share that formula as it
might be wrong.
Thanks
max

Dale Howard said:
Max --

You are more than welcome for the help, my friend! :)




Max said:
Thanks Dale,
Will try on this once i am in offc on Monday
thanks a lot forur time
max
:

Max --

You could simply use the following formula in a Duration field:

[Finish Variance]

Then specify your Graphical Indicator criteria on the amount of Finish
Variance, measured in days. Following is an example:

Is greater than or equal to 10d Red
stoplight
Is greater than or equal to 5d Yellow
stoplight
Is greater than or equal to 0d Green
stoplight
Is less than 0d
Green
smiley face

After you study the above example, you need to ask what your company
requirements are for date slippage, and then set your own criteria.
Hope
this helps.




Thanks for your inputs, i do agree of the fact that i jst wrote
something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

:

Max --

Have you noticed that no one has tackled this question yet? I
suspect
it
is
because your formula makes NO SENSE whatsoever. For example, if
your
project has slipped by a month, your formula will show tasks as "On
Track",
even though they are a month late. I would recommend that you dump
this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's
current
Finish
date against its original Baseline Finish date. The difference
between
these two dates is stored in a default field called Finish
Variance,
measured by default in days. Based off the informaiton in the
Finish
Variance field, you can build your Graphical Indicator criteria
based
on
how
many days late a task is. Also, before this formula can work
correctly,
you
will always need to remember to baseline your project after you
have
completely planned it, and before accepting task updates into it.
Hope
this
helps.




I just used this simple formula- if it is wrong please correct
me.I
used
it
and is working( i have used indicators to display) but only thing
what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([%
Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4
subtasks.
if one of the 4 subtasks is complete it should show me a smiley
face
but
it
is not. It shows me a smiley face only when all tasks under that
project
is
100%. If i want individual tasks to be having indicators adn then
tehy
get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one
to
choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 
M

Max

Hi Dale,
My idea is not that , please check this below formula it might be wrong
but u will knwo what i want


Switch((([% Complete]=100) And ([Finish Variance]=0)),"Complete",(([Finish
Variance]>=0) And ([% Complete]<100)),"On Track",(([Finish Variance]>=1) And
([% Complete]<100)),"Late",(([Finish Variance]>=2) And ([%
Complete]<100)),"Delayed")

well it is not wrokign as expected. But what i really want is not finsh
variance, i know not a good practice

Can i be able to compare the [Finish] with the current date and if schedule
skips then i shld be able to show the indicators. If so please modify this
formula and help me
Thanks
max


Dale Howard said:
Max --

I already GAVE you the formula and some sample Graphical Indicator criteria
two posts ago! You need to use a custom enterprise task Duration field.
Are you doing that? The formula would simply be:

[Finish Variance]

The Graphical Indicator criteria are up to you. When you specify Graphical
Indicator criteria, you do need to tell the software what to do about
summary tasks and about the Project Summary Task (Task 0 or Row 0) as well.
Hope this helps.




Max said:
Hi Dale,
Can you please provide me the below suggested equations in formula format
so that i will use that in the formula field in Customize field option and
then provide indicators.
I tried similar but not getting ti right, shy to share that formula as it
might be wrong.
Thanks
max

Dale Howard said:
Max --

You are more than welcome for the help, my friend! :)





Thanks Dale,
Will try on this once i am in offc on Monday
thanks a lot forur time
max
:

Max --

You could simply use the following formula in a Duration field:

[Finish Variance]

Then specify your Graphical Indicator criteria on the amount of Finish
Variance, measured in days. Following is an example:

Is greater than or equal to 10d Red
stoplight
Is greater than or equal to 5d Yellow
stoplight
Is greater than or equal to 0d Green
stoplight
Is less than 0d
Green
smiley face

After you study the above example, you need to ask what your company
requirements are for date slippage, and then set your own criteria.
Hope
this helps.




Thanks for your inputs, i do agree of the fact that i jst wrote
something
without knowing concepts
but can you help me with a formula as you mentioned.
Thanks
max

:

Max --

Have you noticed that no one has tackled this question yet? I
suspect
it
is
because your formula makes NO SENSE whatsoever. For example, if
your
project has slipped by a month, your formula will show tasks as "On
Track",
even though they are a month late. I would recommend that you dump
this
formula approach will all due haste! :)

Instead, you need to use a formula that compares each task's
current
Finish
date against its original Baseline Finish date. The difference
between
these two dates is stored in a default field called Finish
Variance,
measured by default in days. Based off the informaiton in the
Finish
Variance field, you can build your Graphical Indicator criteria
based
on
how
many days late a task is. Also, before this formula can work
correctly,
you
will always need to remember to baseline your project after you
have
completely planned it, and before accepting task updates into it.
Hope
this
helps.




I just used this simple formula- if it is wrong please correct
me.I
used
it
and is working( i have used indicators to display) but only thing
what
bothers me is

IIf([Current Date]>[Finish],"Late",IIf([%
Complete]=100,"Completed","On
Track"))

Say i ahve a project with 2 tasks. One of the tasks has 4
subtasks.
if one of the 4 subtasks is complete it should show me a smiley
face
but
it
is not. It shows me a smiley face only when all tasks under that
project
is
100%. If i want individual tasks to be having indicators adn then
tehy
get
calculated for the main task hwo can i do that

IS it somewhere here in PWA i got to do changes, if so which one
to
choose
from



When i click that particular custom field there under "Values to
Display->Graphical indicators"
Have 3 criteria(Non-summary rows,Project summary,Summary rows)


Thanks
max
 

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