Hello,
My name is Behnam, and I am the APAC QA/QC Manager responsible for quality across APAC projects. I am reaching out to explore the possibility of fully automating the process of displaying observations, inspections, and punch lists in QuickSight using a traffic light system to improve visibility and streamline project tracking.
As I understand it, data related to these items is currently synced from Procore to QuickSight likely every 24 hours. The objective is to have QuickSight automatically categorize these items based on their created date and status, so stakeholders can quickly assess outstanding issues:
• Black Light – If the status is Closed
• Green Light – If the status is not Closed (e.g., Open, Under Review, etc.) and the created date is less than a month
• Yellow Light – If the status is not Closed and the created date is between one and two months
• Red Light – If the status is not Closed and the created date exceeds two months
I’d like this to be fully automated, ensuring stakeholders can simply open the dashboard via a shared link, apply relevant filters, and instantly see the traffic light system for their respective projects.
Before implementing this, I would also appreciate the opportunity to discuss the details with someone from the QuickSight team to ensure feasibility and alignment.
Please let me know if you can arrange a meeting or direct me to the appropriate contact.
Hi Erik,
Thank you for your response. I apologize if I wasn’t clear. I actually don’t need to discuss anything - I’m seeking hands-on assistance with implementing this traffic light system in QuickSight as I’m not familiar with the platform capabilities and features. I need help with setting up the color-coding system to display:
Black for closed items
Green for not closed (e.g., Open, Under Review, etc.) items < 1 month old
Yellow for not closed (e.g., Open, Under Review, etc.) items 1-2 months old
Red for not closed (e.g., Open, Under Review, etc.) items > 2 months old
And implementing this visualization for observations, inspections and punch lists
Would it be possible to get direct assistance with setting this up, or could you connect me with someone who can help implement this?
Thanks,
Behnam
Hi @bkabiri,
It’s been awhile since last communication took place on this thread, were you able to find a work around for your case or are you still facing the same issue?
This is possible to create through a couple steps.
Start off by creating an ifelse calculated field that checks for your specified requirements and labels them as a color.
While I’m not sure of the field options in your dataset, you’ll want to check if the status is " " and created date is " ", then ‘1’. You’ll need to assign it a number instead of a string. (important for the next step).
Once you’ve setup your calculated field, add the new calc. field to your visual and setup conditional formatting for that field.
Choose the ‘add icon’ option. Then, setup an option for each color like below:
Hi, Thank you for following up. Yes, I managed to discuss this issue with Erik from the QuickSight community. Currently, I am working on this dashboard with someone else at AWS. If I encounter any further questions, I will certainly ask here. However, as of now, everything is progressing smoothly. Thanks again!
Green Light – If the status is not Closed (e.g., Open, Under Review, etc.) and the created date is less than a month
Yellow Light – If the status is not Closed and the created date is between one and two months
Red Light – If the status is not Closed and the created date exceeds two months