Creating a dashboard using a SharePoint list (part 3): indicating several states of progress

This content is 12 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Yesterday’s post looked at using ticks/crosses on my SharePoint dashboard to track progress on activities. I was quite happy with this, but my manager wanted to show progress, rather than a simple binary done/not done – and I wanted it to be visual, not text-based.

We settled on a system using a series of circles with various stages of “filling-in” (none, quarter, half, three-quarters, full) to show how far an activity had progressed, and I amended the code that I used for the ticks and crosses.

Using the same principle as with the ticks and crosses, this time the font changed from Wingdings to Arial Unicode MS, which includes the appropriate shapes under the block elements and geometric shapes subrange:

First of all, I changed my column to indicate progress from a Yes/No to a Choice with radio buttons for Not Started; Started; Additional Information Required; Almost Complete; Complete and Not Applicable.

Next I needed to adapt the formula used to calculate the correct HTML code for the display column by nesting repeated iterations of

IF([Task Progress]=”Started”,”

?
“,”
?
“)

Eventually this ended up as:

=IF([Task Progress]=”Complete”,”

?
“,IF([Task Progress]=”Started”,”
?
“,IF([Task Progress]=”Additional Information Required”,”
?
“,IF([Task Progress]=”Almost Complete”,”
?
“,IF([Task Progress]=”Not Applicable”,”
“,”
?
“)))))

The code is not pretty, but it seems to work, and the result is something like this:

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.