12 formulas in vPlan

For the past few months, it has been possible to use formulas in the list view. This powerful functionality gives you the ability to calculate specific information for you. In this article, we provide you with 12 handy formula examples. Please note: the examples may contain custom fields that you need to create on your board first.

Marijke
Marijke
January 20, 2021
2 min
12 formulas in vPlan

Formulas for Progress Tracking

Days until the expiration date?

With the following formula, you can see the number of remaining days until the expiration date.

CONCATENATE(DAYS(field("CollectionDueDate"), TODAY()), " dagen")

12 formulas in vPlan

Calculate total estimated costs

We use the field Estimate (CardTime) and multiply it by the numeric custom field Price per hour. The estimated time is per minute and the price is per hour, hence we divide the outcome by 60. Of course, similar calculations are also possible.

field("CardTime")*field("PrijsPerUur")/60

12 formulas in vPlan

Indicate whether the expiration date is "this week", "next week", or "next month"

With this formula, you can quickly see if the expiration date is approaching soon, or if you still have some time.

IF((DAYS(field("CollectionDueDate"),TODAY())>30), "Volgende maand", 
IF((DAYS(field("CollectionDueDate"),TODAY())>14), "Deze maand", 
IF((DAYS(field("CollectionDueDate"),TODAY())>7), "Volgende week", "Deze week")))

12 formulas in vPlan

Specify the specific day of a date

If you want to know specifically which day of the week a date field is, you can use the formula below. In this example, we use the start date of a card.

IF(WEEKDAY(field("CardStart"))=1, "Zondag",
IF(WEEKDAY(field("CardStart"))=2, "Maandag", 
IF(WEEKDAY(field("CardStart"))=3, "Dinsdag",
IF(WEEKDAY(field("CardStart"))=4, "Woensdag", 
IF(WEEKDAY(field("CardStart"))=5, "Donderdag", 
IF(WEEKDAY(field("CardStart"))=6, "Vrijdag", 
IF(WEEKDAY(field("CardStart"))=7, "Zaterdag,","" )))))))

12 formulas in vPlan

Percentage progress based on time tracking

This formula displays the progress of your time tracking compared to your estimated hours. Try to stay below 100% :).

CONCATENATE(ROUND((field("CardTimeTracked") / field("CardTime") * 100),1), " %")

12 formulas in vPlan

Calculate age based on date of birth

To quickly gain insight into ages, you can use the formula below. Handy in, for example, HR-related boards, such as recruitment and selection.

CONCATENATE(ROUND(DIVIDE(DAYS(TODAY(),field("Geboortedatum")), 365),0), " jaar")

12 formulas in vPlan

Provide textual result based on conditions

Based on a numerical value, you can display results. Imagine you give a score for a product sample. Based on this score, you can display a result.

IF(field("Kwaliteitsscore")>80,"Excellent",
IF(field("Kwaliteitsscore")>50,"Goed",
IF(field("Kwaliteitsscore")>30,"Kan beter","Slecht")))

12 formulas in vPlan

Progress of your cards through the statuses

Do you want to see how far a card has progressed through the number of statuses? With the following formula, you can display this nicely. Please note: you must name the statuses exactly.

IF(field("CardStatusName")="Open", "1/4", 
IF(field("CardStatusName")="In behandeling", "2/4", 
IF(field("CardStatusName")="Kwaliteitscontrole", "3/4", 
IF(field("CardStatusN)="Afgerond", "4/4",""))))

12 formulas in vPlan

Display the quarter in which a date falls

With this formula, you can quickly see in which quarter a specific date falls, for example, a custom field such as delivery date.

CONCATENATE("Q",ROUNDUP(MONTH(field("Leverdatum"))/3,0))

12 formulas in vPlan

Calculate the number of weeks and days between two date fields

Calculate the number of weeks and days between two date fields With the following formula, you can quickly see the difference in weeks and days between two date fields.

ROUNDDOWN(DAYS(field("Leverdatum"),field("ProductieGereed"))/7,0)
&IF(ROUNDDOWN(DAYS(field("Leverdatum"),field("ProductieGereed"))/7,0)=1," week "," weken ")
&IF(MOD(DAYS(field("Leverdatum"),field("ProductieGereed")),7)=0,"",
"& "&MOD(DAYS(field("Leverdatum"),field("ProductieGereed")),7)&" dagen")

12 formulas in vPlan

Indicate whether an expiration date has been exceeded

Show textually whether an expiration date has been exceeded with the following formula. You can also use emoticons here

IF(DAYS(field("CollectionDueDate"),TODAY())>0,"?","❗️")

12 formulas in vPlan
Marijke
WRITTEN BY:

Marijke

Marijke Jansen writes for vPlan about smarter working, productivity, and project management. She makes complex topics easy to understand and directly applicable. Her blogs also share vPlan's latest product release clear, to the point, and focused on what truly adds value. Always with one goal in mind: showing how organizations can work more efficiently by structuring their processes smarter.

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