Graphical indicators that won't play ball

[Jamesdnoble]

I am trying to creata graphical indicator with four levels of IF
statement. Based on 100% and then forecast finish date. I want a
blue circle if 100% and then green for finish in the future, red for
should be finished and amber for due to finish soon.

It looks like it doesn't like four rounds of IIf statement. Could
that be true?
Thank you in advance.

 

[Andrew Lavinsky]

You'd have to look at your task update methodology which doesn't seem quite
right - i.e. you can't really have tasks finished in the future.

I made a couple of assumptions, which you can review, but this formula seems
to do much of what you're looking for:

IIf([% Complete]=100,IIf([Actual Finish]<[Current Date],"Blue","Green"),IIf([Baseline
Finish]<[Current Date],"Red",IIf(ProjDateDiff([Current Date],[Finish])<(10*[Minutes
Per Day]),"Amber","Blank")))


- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[Jonathan Sofer [MVP]]

I recently sent these instructions to another user but your request seems
very similar so this could probably work for you as well.

Create a custom TASK level TEXT field with the following formula:

IIf([% Complete]=100,"Blue",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<0,"Red",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<5,"Yellow",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480>=5,"Green"))))

Set "Calculation for task and group summary rows" to "Formula"

For values to display in Graphical Indicators do the following:
Under Nonsummary rows add 4 values

Test for 'text1' Value(s) Image
contains Blue [set to a blue circle]
contains Green [set to a green circle]
contains Yellow [set to a yellow circle]
contains Red [set to a red circle]

For Summary rows check the box to inherit from nonsummary rows
For Project summary rows check the box to inherit from summary rows
Check the box "Display values in tooltips" (so when you hove the mouse of
the image it shows the text behind it.

Now, if you want to in the formula, you can add more text so instead of just
"Red", you can say "Red, task was due to finish in the past". The key is to
keep the word "Red" in the text because that is what your graphical
indicator looks for (i.e. contains Red)

Hope this helps,

Jonathan Sofer

 

[Jamesdnoble]

I recently sent these instructions to another user but your request seems
very similar so this could probably work for you as well.

Create a custom TASK level TEXT field with the following formula:

IIf([% Complete]=100,"Blue",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<0,"Red",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<5,"Yellow",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480>=5,"Green"))))

Set "Calculation for task and group summary rows" to "Formula"

For values to display in Graphical Indicators do the following:
Under Nonsummary rows add 4 values

Test for 'text1'    Value(s)    Image
contains             Blue          [set to a blue circle]
contains             Green       [set to a green circle]
contains             Yellow      [set to a yellow circle]
contains             Red          [set to a red circle]

For Summary rows check the box to inherit from nonsummary rows
For Project summary rows check the box to inherit from summary rows
Check the box "Display values in tooltips" (so when you hove the mouse of
the image it shows the text behind it.

Now, if you want to in the formula, you can add more text so instead of just
"Red", you can say "Red, task was due to finish in the past".  The key is to
keep the word "Red" in the text because that is what your graphical
indicator looks for (i.e. contains Red)

Hope this helps,

Jonathan Sofer

I am trying to creata graphical indicator with four levels of IF
statement.  Based on 100% and then forecast finish date.  I want a
blue circle if 100% and then green for finish in the future, red for
should be finished and amber for due to finish soon.

It looks like it doesn't like four rounds of IIf statement.  Could
that be true?
Thank you in advance.- Hide quoted text -

- Show quoted text -

 

[Jamesdnoble]

I recently sent these instructions to another user but your request seems
very similar so this could probably work for you as well.

Create a custom TASK level TEXT field with the following formula:

IIf([% Complete]=100,"Blue",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<0,"Red",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<5,"Yellow",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480>=5,"Green"))))

Set "Calculation for task and group summary rows" to "Formula"

For values to display in Graphical Indicators do the following:
Under Nonsummary rows add 4 values

Test for 'text1'    Value(s)    Image
contains             Blue          [set to a blue circle]
contains             Green       [set to a green circle]
contains             Yellow      [set to a yellow circle]
contains             Red          [set to a red circle]

For Summary rows check the box to inherit from nonsummary rows
For Project summary rows check the box to inherit from summary rows
Check the box "Display values in tooltips" (so when you hove the mouse of
the image it shows the text behind it.

Now, if you want to in the formula, you can add more text so instead of just
"Red", you can say "Red, task was due to finish in the past".  The key is to
keep the word "Red" in the text because that is what your graphical
indicator looks for (i.e. contains Red)

Hope this helps,

Jonathan Sofer

I am trying to creata graphical indicator with four levels of IF
statement.  Based on 100% and then forecast finish date.  I want a
blue circle if 100% and then green for finish in the future, red for
should be finished and amber for due to finish soon.

It looks like it doesn't like four rounds of IIf statement.  Could
that be true?
Thank you in advance.- Hide quoted text -

- Show quoted text -

#

HI .. can you help me understand what the /480 does?

 

[Jonathan Sofer [MVP]]

Time in the field is stored in working minutes per day. That is 60 minutes
* an 8 hour working day = 480. So dividing by 480 converts that back to
working days.

Hope this helps,

Jonathan Sofer

I recently sent these instructions to another user but your request seems
very similar so this could probably work for you as well.

Create a custom TASK level TEXT field with the following formula:

IIf([% Complete]=100,"Blue",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480<0,"Red",IIf(ProjDateDiff([Current
Date],[Finish],[Project
Calendar])/480<5,"Yellow",IIf(ProjDateDiff([Current
Date],[Finish],[Project Calendar])/480>=5,"Green"))))

Set "Calculation for task and group summary rows" to "Formula"

For values to display in Graphical Indicators do the following:
Under Nonsummary rows add 4 values

Test for 'text1' Value(s) Image
contains Blue [set to a blue circle]
contains Green [set to a green circle]
contains Yellow [set to a yellow circle]
contains Red [set to a red circle]

For Summary rows check the box to inherit from nonsummary rows
For Project summary rows check the box to inherit from summary rows
Check the box "Display values in tooltips" (so when you hove the mouse of
the image it shows the text behind it.

Now, if you want to in the formula, you can add more text so instead of
just
"Red", you can say "Red, task was due to finish in the past". The key is
to
keep the word "Red" in the text because that is what your graphical
indicator looks for (i.e. contains Red)

Hope this helps,

Jonathan Sofer

I am trying to creata graphical indicator with four levels of IF
statement. Based on 100% and then forecast finish date. I want a
blue circle if 100% and then green for finish in the future, red for
should be finished and amber for due to finish soon.

It looks like it doesn't like four rounds of IIf statement. Could
that be true?
Thank you in advance.- Hide quoted text -

- Show quoted text -

#

HI .. can you help me understand what the /480 does?