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Need help with RAG status for multiple projects

  1. #1
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    Need help with RAG status for multiple projects

    Hi all,

    I am trying to prepare a high level Project Status reporting in excel for multiple projects. In the file attached, there are 3 tabs, 'Overall Project status', 'Project KPIs', 'RAG key for Project KPIs'.

    The 'Project KPIs' sheet will be updated manually (monthly frequency) based on the RAG key for 4 different KPIs applicable to all projects. There are 6 projects running currently. Details can be seen in the respective tab. The idea is to define the below rules to update the 'Overall Project status' -

    1. RED If any KPI?*is red, overall?*project?*is Red
    2.AMBER If any KPI is amber, overall?*project?*is amber
    3.GREEN If all KPIs are green, overall project status is Green

    So, i need help to derive a formula which will pick the reference of each project for all KPIs applicable to that project from the 'Project KPIs' sheet & then update the overall status as mentioned above in the 'Overall Project Status' sheet.
    I have tried a formula (in cell B3 of 'Overall Project status' sheet), but am not sure whether it is correct approach or is there any better way to automate & do this.
    For the months (yet to come), where the Project KPIs are not updated, the 'Overall project status' should also reflect the same blanks (thro formula).

    Any help is much appreciated.

    Thanks,
    Mahesh
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  2. #2
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    Re: Need help with RAG status for multiple projects

    maybe a better way to do this
    =IF(SUMPRODUCT(('Project KPIs'!$D$3:$P$26="red")*('Project KPIs'!$D$2:$P$2=B$2)*('Project KPIs'!$A$3:$A$26=$A3))>0,"red",IF(SUMPRODUCT(('Project KPIs'!$D$3:$P$26="amber")*('Project KPIs'!$D$2:$P$2=B$2)*('Project KPIs'!$A$3:$A$26=$A3))>0,"amber",IF(SUMPRODUCT(('Project KPIs'!$D$3:$P$26="green")*('Project KPIs'!$D$2:$P$2=B$2)*('Project KPIs'!$A$3:$A$26=$A3))>0,"Green","")))

    I'm using
    SUMPRODUCT(('Project KPIs'!$D$3:$P$26="green")*('Project KPIs'!$D$2:$P$2=B$2)*('Project KPIs'!$A$3:$A$26=$A3))

    and using the hardcoded Green, RED, AMBER

    THE Dates in the header have to match - i notice you have 24/2/24

    as you are using 365 version I had thought maybe filter , with a let maybe better - but could not work it out - I'm sure a member will be along with a better solution
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    Wayne
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  3. #3
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    Re: Need help with RAG status for multiple projects

    Or this:
    Formula: copy to clipboard
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    Trevor Shuttleworth - Retired Excel/VBA Consultant

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  4. #4
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    Re: Need help with RAG status for multiple projects

    THE Dates in the header have to match - i notice you have 24/2/24
    The dates DO match. It's just the December '23 date is inconsistent with the rest.

    as you are using 365 version I had thought maybe filter , with a let maybe better - but could not work it out - I'm sure a member will be along with a better solution
    Mmmm, yes took a while. I'm sure that someone will come along (like Hans) and produce a formula that does everything in one go .

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    Re: Need help with RAG status for multiple projects

    Hi Etaf,

    This works fine...& thanks for pointing out the date inconsistency in the header columns...i made a error here. Actually i meant to represent the header dates as last day of the respective month, i.e., if the header date is 'Dec-23', it should logically be the last day of the month (31-Dec-23)...is there a way in excel to represent the date like this? If yes, can you please help me understand how to do this? And, then i know the formulas have to be rewritten...if you can help with this as well, it will be great help. I will try to learn from now onwards..

    Thanks,
    Mahesh
    Last edited by MaheshK5277; 02-20-2024 at 12:08 AM. Reason: type error corrected

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    Re: Need help with RAG status for multiple projects

    Hi TMS,

    This also works fine...& the dates were inconsistent as Etaf pointed it out & you as well. Actually i wanted the dates to be represented (in MMM-YY) format with the last day of the respective month. Please let me know how to correct this & the formulas will need to be modified i guess for this change...

    Thanks,
    Mahesh

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    Re: Need help with RAG status for multiple projects

    Quote Originally Posted by MaheshK5277 View Post
    i wanted the dates to be represented (in MMM-YY) format with the last day of the respective month.
    Please empty all dates and try in D2 of the KPI-sheet and in B2 of the status sheet:
    Formula: copy to clipboard
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    Re: Need help with RAG status for multiple projects

    This single cell formula returns the whole table (including the dates and project names) in one go (no copy needed).

    Please try in D2 of the KPI-sheet =EOMONTH(DATE(2023,12,1),SEQUENCE(,13,0)) and empty all expected results on the status sheet (including the project names and the dates)

    and try in A2 of the status sheet:
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    Re: Need help with RAG status for multiple projects

    Thanks HansDouwe, this works very well.!!

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    Re: Need help with RAG status for multiple projects

    Thanks for the feedback and rep . Glad to have helped.

    You certainly respond to post 7?

    Have you also seen post 8, because we post post 8 and post 9 almost at the same time?

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    Re: Need help with RAG status for multiple projects

    Quote Originally Posted by MaheshK5277 View Post
    Hi TMS,

    This also works fine...& the dates were inconsistent as Etaf pointed it out & you as well. Actually i wanted the dates to be represented (in MMM-YY) format with the last day of the respective month. Please let me know how to correct this & the formulas will need to be modified i guess for this change...

    Thanks,
    Mahesh

    You're welcome. Thanks for the rep.

  12. #12
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    Re: Need help with RAG status for multiple projects

    Quote Originally Posted by HansDouwe View Post
    This single cell formula returns the whole table (including the dates and project names) in one go (no copy needed).

    Please try in D2 of the KPI-sheet =EOMONTH(DATE(2023,12,1),SEQUENCE(,13,0)) and empty all expected results on the status sheet (including the project names and the dates)

    and try in A2 of the status sheet:
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    I knew you'd do this

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