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Conditional Formatting Formula for KPI to complete by due date

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    Conditional Formatting Formula for KPI to complete by due date

    Hi

    I need some help with conditional formatting.

    I am tracking performance for the month based on the target. ( Column C )

    I need the conditional formatting to state that if for example column H4 is less that 50 % before the 15th of each month then change colour to Red. If is between 50% to 83% then highlight in yellow. If greater that 83% ( Target - Column C4 ) then highlight in green.

    This formula method must be applied to all KPI listed in Column C based on the targets raised. Please help
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    Last edited by Shiraz50; 05-28-2020 at 11:17 AM. Reason: New excel file update

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    Re: Conditional Formatting Formula for KPI to complete by due date

    one easy solution to conditional formating with 3 colors is to use icons.

    if greater than (target)than green
    if lower than 50 than red
    else yellow

    but i'm not sure what you mean about the date. Are you saying that if you look at the file on the 14th of any given month then there shouldn't be any conditional formating visible?

    if so, create a formating rule based on a formula like AND(day(today())>=15;H4<50%)
    Last edited by gaosiyou; 05-22-2020 at 09:51 AM.

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Hi . This formula does not work. I need a formula that shows the following

    Before the middle of the month If column H4 is less 30 % then highlight in red. If column H4 >30% but less then column C4 then highlight in yellow.If column H4> Column C4 then green.

    This formula must apply to the remainder of the sheet with column C5 for example requires a different range that it looks at ( I.e : Numbers )

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Don't open duplicate threads. Attach a workbook showing the problems with the approach suggested here.

    Gauteng is part of your location, not an MS Office version - please update your profile.
    Last edited by AliGW; 05-28-2020 at 04:48 AM.
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    Re: Conditional Formatting Formula for KPI to complete by due date

    Hi

    There was no attachement with the updated formula ?

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    Re: Conditional Formatting Formula for KPI to complete by due date

    No, you need to provide an attachment that shows the formula suggested above not working. You need to help us to help you.

    I presume you applied the rule to the full range?
    Last edited by AliGW; 05-28-2020 at 05:03 AM.

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    Re: Conditional Formatting Formula for KPI to complete by due date

    This rule is incorrect:

    =AND($H$4<50)

    It should be this:

    =AND($H$4<0.5)

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Hi

    I have added the formula on the worksheet.

    I need help with the conditional format for the second rule. It needs to state a range between > 30% and less than 82% .
    Lastly does the date look at anything before 15 days ? I need to know that if target ( Column C) is less the (Column H) before the 15th then highlight in red ( If below 30% ) . If between 31% to 82% then mark as yellow and if greater than 82 % then green ( Depending on the time of the month.) See attached

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Hi
    I am trying to download the new file. It is not showing on this Thread

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    Re: Conditional Formatting Formula for KPI to complete by due date

    See the instructions at the top of the page - just add a new post with the updated workbook attached below this one. We can’t hell until you do.

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Hi ALIGW

    It has been reloaded. Please check and advise?

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    Re: Conditional Formatting Formula for KPI to complete by due date

    As applied to cell J4 the rules need to be in order:
    Red: =H4<0.5
    Yellow: =H4<0.82
    Green: H4>=0.82
    As gaosiyou states, I am not sure what you mean about the date as none are shown on the file attached to post #1.
    Let us know if you have any questions.
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    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Hi JeteMc .

    That works perfectly . I still need to understand how i use this analysis based on the date of the month. If the target is not met before the 15th of each month then highlight in the following way

    Red if below target and Green if above target . Does the formula below do this ?

    =" =AND(C2<>””, C2>TODAY()+60) "

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    Re: Conditional Formatting Formula for KPI to complete by due date

    Guessing that C2 is on the Weekly Input (Forecast) sheet and that the target is in cell C4 on the KPI''s trendsdashboard sheet, try the following:
    For Red: =C2<='KPI''s trendsdashboard '!$C$4*100
    For Green: =C2>'KPI''s trendsdashboard '!$C$4*100
    If this isn't what you need then please upload another copy of the file and manually highlight cell C2 the way you want it so that we have something on which to base the results of our proposed conditional formatting rules.
    Let us know if you have any questions.

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