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Conditional Formatting Based on TODAY() Function

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    Conditional Formatting Based on TODAY() Function

    I'm trying to measure progress to goal for a few things -- but the goals are yearly, and we want to see the numbers climb up all year to whatever their goal is, so at the end of the year they'll be at 100% to goal. The problem with wanting it this way is that, in the beginning of the year, for example, all the people will be at 5 or 10% to goal, but we don't want the conditional formatting to look like a bad thing [red] if it's on track [and should be green]. I suggested we just do a normal color scale where we run the percentages against each other and the highest goes green and the lowest goes red -- but some people really don't want that in case somebody blows it out of the water early in the year and makes everybody else look bad even though they're still technically on track.

    So my thought process is that I'll need to write some conditional formatting formula utilizing the TODAY() function somehow to imply what percentage they should be at and make that percentage where the green formatting starts. For example, if today's November 22nd, that's 321 days into the year, so (321/365) they should be at approximately 88% to goal right now.

    I'm looking for conditional formatting help that would get me as close to the Green - Yellow - Red Color Scale as possible (for cells D5:D11 in the attached sample), but where it doesn't make it green/yellow/red based off of each other's scores as much as it bases it on (in the 11/22 example above) that everybody should be green who's 88%+ and the yellow/red would go down from there appropriately.

    Hope that makes sense! Anybody have any ideas? Thanks! (I also am running Office for Mac 2011.)

    CondFormTODAYSample.xlsx

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    Re: Conditional Formatting Based on TODAY() Function

    Here's my sample reattached with the problems I'm running into using the 3-Color Scale. I'm using Lowest Value (Red), Midpoint (50 Percentile), and a Formula for the Max (Green), which for today would be 88%. The problem seems to be that if everybody's at 88% or higher, it makes the 88% people (who should still be green) a yellow-color because they're still the lowest of the pack (even though they're technically on track). Essentially, with this example, everybody should be green; different shades of green are fine -- but not yellow, orange, or red.

    Thanks!

    CondFormTODAYSample2.xlsx

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    Re: Conditional Formatting Based on TODAY() Function

    Try this:

    Highlight cells D5:D10 and apply conditional formatting using a 3-color scale as follows:

    Minimum : Formula : =$G$1*0.75
    Midpoint : Formula : =$G$1*0.875
    Maximum : Number : =$G$1

    That might be useful, and you can change at what percentile of the overall would be red or yellow by changing the .75 or .875 values.

    - Moo

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    Re: Conditional Formatting Based on TODAY() Function

    Thanks, Moo! But what was the purpose of using the .75 and .875 values? And would those still work early on in the year if the goal expectation was only 5% or 10%, or would I have to change them?

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    Re: Conditional Formatting Based on TODAY() Function

    The purpose of using the .75 and .875 are just percentages of the current goal expectation. For instance, if it was February 15th, the current goal expectation would be 12%. Any values at or below 75% of the current goal expectation would be highlighted RED (.75 x 12% = 9%). The scale would grade upwards towards yellow to when they hit 87.5% of the current goal expectation. (.875 x 12% = 10.5%). And the same would apply to green - which is based off of the full goal expectation value.

    So basically, it is highlighting, in RED, anyone who falls behind by 25% or more from the current goal expectation... and highlights towards YELLOW anyone who is 12.5% below current goal expectation.

    You can set those markers however you like - so they wouldn't ever really need to change, unless you wanted to change the parameters for meeting the goals. For example, if you wanted to RED flag anyone who falls behind the current goal expectation by more than 10%, then for the Minimum setting use =$G$1*0.9 instead of .75 ... and you could then use =$G$1*0.95 instead of .875 for the yellow, which would mean that person is only 5% below current goal expectation.

    I hope that makes sense. Let me know if you have any other questions.

    - Moo

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    Re: Conditional Formatting Based on TODAY() Function

    Thank you!

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    Re: Conditional Formatting Based on TODAY() Function

    Glad to help! And thanks for the Rep. It's always appreciated! =)

    - Moo

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