Finish Date vs Baseline Finish formula

J

Jason

I'm working on a formula that the field will display a green dot if ahead or
on schedule; a yellow dot of less than 14 days; a red dot if over 14 days.

I have the formula working except for the less than and greater than 14 days
part - any suggestions???

IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]<[Finish])),"Project Behind Schedule",IIf((([Project
Baselined?]="Baselined") And ([Baseline Finish]=[Finish])),"Project On
Schedule",IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]>[Finish])),"Project Ahead of Schedule",IIf([Project Baselined?]="No
Baseline","Project Not Baselined","Calculation Error"))))

Thanks
 
D

Dale Howard [MVP]

Jason --

You might consider using the following formula instead:

IIF([Baseline Finish] = ProjDateValue("NA"), 0, [Finish Variance])

Then use graphical indicators for the field with the following criteria:

Is greater than or equal to 14d Red dot
Is greater than 0d Yellow dot
Is less than or equal to 0d Green dot

Also, in the Customize Field dialog, you should select the "Use formula"
option in the Calculation for Task and Group Summary Rows section so that
you cans see the graphical indicators on summary tasks. Hope this helps.
 
J

Jason

Thanks Dale!
I'm a bit confused with what you're suggesting. Whiile the formula looks
cleaner, I can't get the indicators to show correctly. Do I need to place a
date value after ProjDateValue?
I performed a test by inserting the column Actual Finish. My Baseline start
is 1/7 and Baseline finish is 1/11. Any Acutal Finish prior to 1/7 turns
yellow; any Actual Finish on 1/7 - which is a Friday turns green as well as
1/8 and 1/9; however once I change the Acutual Finish to the next Monday 1/14
it turms red.

I appreicate the help...


Dale Howard said:
Jason --

You might consider using the following formula instead:

IIF([Baseline Finish] = ProjDateValue("NA"), 0, [Finish Variance])

Then use graphical indicators for the field with the following criteria:

Is greater than or equal to 14d Red dot
Is greater than 0d Yellow dot
Is less than or equal to 0d Green dot

Also, in the Customize Field dialog, you should select the "Use formula"
option in the Calculation for Task and Group Summary Rows section so that
you cans see the graphical indicators on summary tasks. Hope this helps.




Jason said:
I'm working on a formula that the field will display a green dot if ahead
or
on schedule; a yellow dot of less than 14 days; a red dot if over 14 days.

I have the formula working except for the less than and greater than 14
days
part - any suggestions???

IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]<[Finish])),"Project Behind Schedule",IIf((([Project
Baselined?]="Baselined") And ([Baseline Finish]=[Finish])),"Project On
Schedule",IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]>[Finish])),"Project Ahead of Schedule",IIf([Project
Baselined?]="No
Baseline","Project Not Baselined","Calculation Error"))))

Thanks
 
D

Dale Howard [MVP]

Jason --

Did you use a custom Duration field, such as Duration1? The formula is
intended for a custom Duration field.

Also, the formula is testing for an NA value in the Baseline Finish field.
Let us know if this helps.




Jason said:
Thanks Dale!
I'm a bit confused with what you're suggesting. Whiile the formula looks
cleaner, I can't get the indicators to show correctly. Do I need to place
a
date value after ProjDateValue?
I performed a test by inserting the column Actual Finish. My Baseline
start
is 1/7 and Baseline finish is 1/11. Any Acutal Finish prior to 1/7 turns
yellow; any Actual Finish on 1/7 - which is a Friday turns green as well
as
1/8 and 1/9; however once I change the Acutual Finish to the next Monday
1/14
it turms red.

I appreicate the help...


Dale Howard said:
Jason --

You might consider using the following formula instead:

IIF([Baseline Finish] = ProjDateValue("NA"), 0, [Finish Variance])

Then use graphical indicators for the field with the following criteria:

Is greater than or equal to 14d Red dot
Is greater than 0d Yellow dot
Is less than or equal to 0d Green dot

Also, in the Customize Field dialog, you should select the "Use formula"
option in the Calculation for Task and Group Summary Rows section so that
you cans see the graphical indicators on summary tasks. Hope this helps.




Jason said:
I'm working on a formula that the field will display a green dot if
ahead
or
on schedule; a yellow dot of less than 14 days; a red dot if over 14
days.

I have the formula working except for the less than and greater than 14
days
part - any suggestions???

IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]<[Finish])),"Project Behind Schedule",IIf((([Project
Baselined?]="Baselined") And ([Baseline Finish]=[Finish])),"Project On
Schedule",IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]>[Finish])),"Project Ahead of Schedule",IIf([Project
Baselined?]="No
Baseline","Project Not Baselined","Calculation Error"))))

Thanks
 
J

Jason

Dale, it worked. Thanks for taking the time to explain and direct me in the
right direction. Jason



Dale Howard said:
Jason --

Did you use a custom Duration field, such as Duration1? The formula is
intended for a custom Duration field.

Also, the formula is testing for an NA value in the Baseline Finish field.
Let us know if this helps.




Jason said:
Thanks Dale!
I'm a bit confused with what you're suggesting. Whiile the formula looks
cleaner, I can't get the indicators to show correctly. Do I need to place
a
date value after ProjDateValue?
I performed a test by inserting the column Actual Finish. My Baseline
start
is 1/7 and Baseline finish is 1/11. Any Acutal Finish prior to 1/7 turns
yellow; any Actual Finish on 1/7 - which is a Friday turns green as well
as
1/8 and 1/9; however once I change the Acutual Finish to the next Monday
1/14
it turms red.

I appreicate the help...


Dale Howard said:
Jason --

You might consider using the following formula instead:

IIF([Baseline Finish] = ProjDateValue("NA"), 0, [Finish Variance])

Then use graphical indicators for the field with the following criteria:

Is greater than or equal to 14d Red dot
Is greater than 0d Yellow dot
Is less than or equal to 0d Green dot

Also, in the Customize Field dialog, you should select the "Use formula"
option in the Calculation for Task and Group Summary Rows section so that
you cans see the graphical indicators on summary tasks. Hope this helps.




I'm working on a formula that the field will display a green dot if
ahead
or
on schedule; a yellow dot of less than 14 days; a red dot if over 14
days.

I have the formula working except for the less than and greater than 14
days
part - any suggestions???

IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]<[Finish])),"Project Behind Schedule",IIf((([Project
Baselined?]="Baselined") And ([Baseline Finish]=[Finish])),"Project On
Schedule",IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]>[Finish])),"Project Ahead of Schedule",IIf([Project
Baselined?]="No
Baseline","Project Not Baselined","Calculation Error"))))

Thanks
 
D

Dale Howard [MVP]

Jason --

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




Jason said:
Dale, it worked. Thanks for taking the time to explain and direct me in
the
right direction. Jason



Dale Howard said:
Jason --

Did you use a custom Duration field, such as Duration1? The formula is
intended for a custom Duration field.

Also, the formula is testing for an NA value in the Baseline Finish
field.
Let us know if this helps.




Jason said:
Thanks Dale!
I'm a bit confused with what you're suggesting. Whiile the formula
looks
cleaner, I can't get the indicators to show correctly. Do I need to
place
a
date value after ProjDateValue?
I performed a test by inserting the column Actual Finish. My Baseline
start
is 1/7 and Baseline finish is 1/11. Any Acutal Finish prior to 1/7
turns
yellow; any Actual Finish on 1/7 - which is a Friday turns green as
well
as
1/8 and 1/9; however once I change the Acutual Finish to the next
Monday
1/14
it turms red.

I appreicate the help...


:

Jason --

You might consider using the following formula instead:

IIF([Baseline Finish] = ProjDateValue("NA"), 0, [Finish Variance])

Then use graphical indicators for the field with the following
criteria:

Is greater than or equal to 14d Red dot
Is greater than 0d Yellow dot
Is less than or equal to 0d Green dot

Also, in the Customize Field dialog, you should select the "Use
formula"
option in the Calculation for Task and Group Summary Rows section so
that
you cans see the graphical indicators on summary tasks. Hope this
helps.




I'm working on a formula that the field will display a green dot if
ahead
or
on schedule; a yellow dot of less than 14 days; a red dot if over 14
days.

I have the formula working except for the less than and greater than
14
days
part - any suggestions???

IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]<[Finish])),"Project Behind Schedule",IIf((([Project
Baselined?]="Baselined") And ([Baseline Finish]=[Finish])),"Project
On
Schedule",IIf((([Project Baselined?]="Baselined") And ([Baseline
Finish]>[Finish])),"Project Ahead of Schedule",IIf([Project
Baselined?]="No
Baseline","Project Not Baselined","Calculation Error"))))

Thanks
 

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