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Question

Color-coding specific time sensitive records

  • April 20, 2022
  • 0 replies
  • 11 views
Hello Everyone,

I have a table report that the sales team uses to work through deals. I know we can create a formula for color-coding the records, just not sure what the formula would be.

We want to color-code records like so: If the today's date is 1 week before [Closing Date] highlight red. If today's date is a month before [Closing Date], highlight yellow, etc. Once that date has passed, highlight another color. 

I really appreciate any help, thank you!

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AG
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    This topic has been closed for replies.

    SSNJeffP
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    • SSNJeffP
    • Registered
    • April 20, 2022

    Try this in the formula for color-coding:

    If(
    Today() > [Closing Date], "purple",
    Today() >= [Closing Date] - Days(7), "red",
    Today() >= [Closing Date] - Days(30), "yellow"
    )



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    Jeff Peterson
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