Graphical Indicators according to finish variance tolerance and project type

[Ian Wolstenholme]

Hi,

I'm having a problem acheiving a specifc request by some of our managers.

Basically we classify projects as one of the following types, and each type
has an different tolerance for fiish variance (shown alongside)

Charter 30d
Mini-Charter 20d
Small 10d
Other 5d
Special 0d


The graphical indicators I need to set up need to show red, amber, green as
normal, BUT so that this it's obvious which type of project we are referring
to (because we may not always group by type), I need show a different symbol
(in red) for each type of project.

So if a charter project is well behind schedule it shows a red circle, but
if its a Mini-Charter project it shows a red square, and so on and so on.

I need to do this all in one column. But I am having some problems trying
to use IIf or Switch statements to trap the project type and finish variance
values.

I am wondering if anyone has done this before, or if there may be some of
you gurus out there who can help me out with this problem.

Any advice greatly appreciated.

Thanks

Ian

 

[Marc Soester]

Hi Ian,

I believe that you are on the right path with the Iff or Switch statements.
The secret of success will need to be a uniqe number or text for each Project
type you want to capture. You may need to use more then one custom field to
get this uniqe identifier.

Lets say you have a small project which is over budet you will need to make
sure that you have a custom field set declaring this project as a small
project. Then I would use the IIF and AND formula to identify this uniqe
situation

IIf([CustomeField]="Small" And ([Baseline Finish]-[Finish] > 5d, "Late small
project" ,"On time small project")

you will need to do this for every possible situation you want to capture
via the traffic light. Once you have done this formular all you need to do is
map the "Late small project" and a like to your different graphical signs.

I hope this will help you.

 

[Ian Wolstenholme]

Hi Marc,

Thanks for your reply. I'd sort of got so far...

In fact I came up with something similar, although I wa susing Finsh
Variance.....

IIf([CustomeField]="Small" And [Finish Variance]< 5d, "Late small project"
,"On time small project")

BUT my problem is how to combine multiple IIF statements in one formula. I
tried it a number of times but couldn't work out where I was going wrong.
There are about 9 possible combinations in my scenario, so I'm a little
stumped on how you'd use multiple IIF statments in a formula like this.

Apprciate your help - and if you have any further ideas I'd be grateful...

Thanks

Ian

Hi Ian,

I believe that you are on the right path with the Iff or Switch
statements.
The secret of success will need to be a uniqe number or text for each
Project
type you want to capture. You may need to use more then one custom field
to
get this uniqe identifier.

Lets say you have a small project which is over budet you will need to
make
sure that you have a custom field set declaring this project as a small
project. Then I would use the IIF and AND formula to identify this uniqe
situation

IIf([CustomeField]="Small" And ([Baseline Finish]-[Finish] > 5d, "Late
small
project" ,"On time small project")

you will need to do this for every possible situation you want to capture
via the traffic light. Once you have done this formular all you need to do
is
map the "Late small project" and a like to your different graphical signs.

I hope this will help you.

--
Marc Soester
State Manager: EPM

Hi,

I'm having a problem acheiving a specifc request by some of our managers.

Basically we classify projects as one of the following types, and each
type
has an different tolerance for fiish variance (shown alongside)

Charter 30d
Mini-Charter 20d
Small 10d
Other 5d
Special 0d


The graphical indicators I need to set up need to show red, amber, green
as
normal, BUT so that this it's obvious which type of project we are
referring
to (because we may not always group by type), I need show a different
symbol
(in red) for each type of project.

So if a charter project is well behind schedule it shows a red circle,
but
if its a Mini-Charter project it shows a red square, and so on and so on.

I need to do this all in one column. But I am having some problems
trying
to use IIf or Switch statements to trap the project type and finish
variance
values.

I am wondering if anyone has done this before, or if there may be some of
you gurus out there who can help me out with this problem.

Any advice greatly appreciated.

Thanks

Ian

 

[Mike]

Ian

An example:

IIf([Enterprise Project Date1]=ProjDateValue("NA"), “Missing Gateâ€,

iif([Enterprise Project Date2]=ProjDateValue("NA"), "Missing Baseline",
IIf([Enterprise Project Date1]-[Enterprise Project Date2]<=0,â€Within
Scheduleâ€,
IIf([Enterprise Project Date1]-ProjDateAdd([Enterprise Project
Date2],[Enterprise Project Duration1])<=0,â€Within Toleranceâ€,
“Exceeds Toleranceâ€))))

Graphical indicators are:
Missing Gate  Red Flag
Missing Baseline â—White Circle
Within Schedule â—Green Circle
Within Tolerance â—Amber Circle
Exceeds Tolerance â—Red Circle

regards

Mike

 

[Marc Soester]

Hi Ian,

here is an example of one of formulars I did
IIf([Baseline Start]=ProjDateValue("NA"),"No Baseline",IIf([%
Complete]="100","completed",IIf([Current Date]>[Baseline Start] And [Actual
Start]=ProjDateValue("NA"),"LATE",IIf([Baseline Finish]<[Finish] And [Actual
Start]<>ProjDateValue("NA"),"possible late delivery",IIf([Start]>[Baseline
Start],"possible late Start","Nothing")))))

I hope this will help you
Thanks
--
Marc Soester
State Manager: EPM

Hi Marc,

Thanks for your reply. I'd sort of got so far...

In fact I came up with something similar, although I wa susing Finsh
Variance.....

IIf([CustomeField]="Small" And [Finish Variance]< 5d, "Late small project"
,"On time small project")

BUT my problem is how to combine multiple IIF statements in one formula. I
tried it a number of times but couldn't work out where I was going wrong.
There are about 9 possible combinations in my scenario, so I'm a little
stumped on how you'd use multiple IIF statments in a formula like this.

Apprciate your help - and if you have any further ideas I'd be grateful...

Thanks

Ian

Hi Ian,

I believe that you are on the right path with the Iff or Switch
statements.
The secret of success will need to be a uniqe number or text for each
Project
type you want to capture. You may need to use more then one custom field
to
get this uniqe identifier.

Lets say you have a small project which is over budet you will need to
make
sure that you have a custom field set declaring this project as a small
project. Then I would use the IIF and AND formula to identify this uniqe
situation

IIf([CustomeField]="Small" And ([Baseline Finish]-[Finish] > 5d, "Late
small
project" ,"On time small project")

you will need to do this for every possible situation you want to capture
via the traffic light. Once you have done this formular all you need to do
is
map the "Late small project" and a like to your different graphical signs.

I hope this will help you.

--
Marc Soester
State Manager: EPM

Hi,

I'm having a problem acheiving a specifc request by some of our managers.

Basically we classify projects as one of the following types, and each
type
has an different tolerance for fiish variance (shown alongside)

Charter 30d
Mini-Charter 20d
Small 10d
Other 5d
Special 0d


The graphical indicators I need to set up need to show red, amber, green
as
normal, BUT so that this it's obvious which type of project we are
referring
to (because we may not always group by type), I need show a different
symbol
(in red) for each type of project.

So if a charter project is well behind schedule it shows a red circle,
but
if its a Mini-Charter project it shows a red square, and so on and so on.

I need to do this all in one column. But I am having some problems
trying
to use IIf or Switch statements to trap the project type and finish
variance
values.

I am wondering if anyone has done this before, or if there may be some of
you gurus out there who can help me out with this problem.

Any advice greatly appreciated.

Thanks

Ian

 

[Ian Wolstenholme]

Hi Marc,

Thanks - I got it now ! And thanks too to Mike who also posted in the NG.

A great help !

Regards

Ian

Hi Ian,

here is an example of one of formulars I did
IIf([Baseline Start]=ProjDateValue("NA"),"No Baseline",IIf([%
Complete]="100","completed",IIf([Current Date]>[Baseline Start] And
[Actual
Start]=ProjDateValue("NA"),"LATE",IIf([Baseline Finish]<[Finish] And
[Actual
Start]<>ProjDateValue("NA"),"possible late delivery",IIf([Start]>[Baseline
Start],"possible late Start","Nothing")))))

I hope this will help you
Thanks
--
Marc Soester
State Manager: EPM

Hi Marc,

Thanks for your reply. I'd sort of got so far...

In fact I came up with something similar, although I wa susing Finsh
Variance.....

IIf([CustomeField]="Small" And [Finish Variance]< 5d, "Late small
project"
,"On time small project")

BUT my problem is how to combine multiple IIF statements in one formula.
I
tried it a number of times but couldn't work out where I was going wrong.
There are about 9 possible combinations in my scenario, so I'm a little
stumped on how you'd use multiple IIF statments in a formula like this.

Apprciate your help - and if you have any further ideas I'd be
grateful...

Thanks

Ian

Hi Ian,

I believe that you are on the right path with the Iff or Switch
statements.
The secret of success will need to be a uniqe number or text for each
Project
type you want to capture. You may need to use more then one custom
field
to
get this uniqe identifier.

Lets say you have a small project which is over budet you will need to
make
sure that you have a custom field set declaring this project as a small
project. Then I would use the IIF and AND formula to identify this
uniqe
situation

IIf([CustomeField]="Small" And ([Baseline Finish]-[Finish] > 5d, "Late
small
project" ,"On time small project")

you will need to do this for every possible situation you want to
capture
via the traffic light. Once you have done this formular all you need to
do
is
map the "Late small project" and a like to your different graphical
signs.

I hope this will help you.

--
Marc Soester
State Manager: EPM


:



Hi,

I'm having a problem acheiving a specifc request by some of our
managers.

Basically we classify projects as one of the following types, and each
type
has an different tolerance for fiish variance (shown alongside)

Charter 30d
Mini-Charter 20d
Small 10d
Other 5d
Special 0d


The graphical indicators I need to set up need to show red, amber,
green
as
normal, BUT so that this it's obvious which type of project we are
referring
to (because we may not always group by type), I need show a different
symbol
(in red) for each type of project.

So if a charter project is well behind schedule it shows a red circle,
but
if its a Mini-Charter project it shows a red square, and so on and so
on.

I need to do this all in one column. But I am having some problems
trying
to use IIf or Switch statements to trap the project type and finish
variance
values.

I am wondering if anyone has done this before, or if there may be some
of
you gurus out there who can help me out with this problem.

Any advice greatly appreciated.

Thanks

Ian