Conditional Formatting to apply color to indicate progression towards a numeric target

Question

I'm wondering if anyone can help me with a calculate column/JS Link formula.

I have a monthly performance indicator which is a count of the number of inspections I perform. There is a target number per month (same for each month).

I have a custom list that shows the count per month and I've created a calculated column that shows the percentage of the target achieved. I wws hoping to color code the font like so:

Actual count is equal to or greater than target - font is green

Actual count is between 75% and 100% of target - font is orange

Actual count is less than 50% of target - font is red

As shown below July to Sep would be red, Oct to Nov orange and December green.

JUL  AUG  SEP  OCT  NOV  DEC  Target
0    10   50   75   80   100   100

I don't have SharePoint Designer.

Thank you!

Answer 1

Preferably you do not hardcode Fieldnames in your CSR code, so you can re-use your code or make it into a generic function

This is more generic and easier to maintain:

var name = ctx.CurrentFieldSchema.Name;
var value = ctx.CurrentItem[name];
var percentage = value / 100;
var color = 'red';
if (percentage >= .5) {
    color = 'orange';
} else if (percentage === 1) {
    color = 'green';
}
return String.format("<span style='color:{0}'>{1:0}</span>", color, value);

Answer 2

Here is a CSR script:

SP.SOD.executeFunc("clienttemplates.js", "SPClientTemplates", function() {
    function getBaseHtml(ctx) {
        return SPClientTemplates["_defaultTemplates"].Fields.default.all.all[ctx.CurrentFieldSchema.FieldType][ctx.BaseViewID](ctx);
    }
    function init() {
        SPClientTemplates.TemplateManager.RegisterTemplateOverrides({
            Templates: {
                Fields: {
                    "PercentageOfTargetAchieved": {
                        View: function(ctx) {
                            var percentage = ctx.CurrentItem["Inspections"] / 100;
                            switch (true) {
                                case (percentage >= 1):
                                    return "<span style='color: green'>" + ctx.CurrentItem["PercentageOfTargetAchieved"];
                                    break;
                                case (percentage >= .5 && percentage < 1):
                                    return "<span style='color: orange'>" + ctx.CurrentItem["PercentageOfTargetAchieved"];
                                    break;
                                case (percentage < .5):
                                    return "<span style='color: red'>" + ctx.CurrentItem["PercentageOfTargetAchieved"];
                                    break;
                                default:
                                    return ctx.CurrentItem["PercentageOfTargetAchieved"];
                            }
                        },
                    }
                },
            },
            ListTemplateType: 100
        });
    }
    RegisterModuleInit(SPClientTemplates.Utility.ReplaceUrlTokens("~siteCollection/Style Library/AchievementColorCoding.js"), init);
    init();
});

I don't know the name of your columns so you might have to adjust the corresponding parts of the code. Also, the conditions you have mentioned don't cover the percentage range of >50% && <75%. I think that's a mistake so the script has the ranges

Red:    <50%
Orange: >=50% && <100%
Green:  >=100%

UPDATE

After reading your comments, here is some updated code. Assuming that you have the columns JL, JL% (internal name: JL_x0025_) and Target:

SP.SOD.executeFunc("clienttemplates.js", "SPClientTemplates", function() {
    function getBaseHtml(ctx) {
        return SPClientTemplates["_defaultTemplates"].Fields.default.all.all[ctx.CurrentFieldSchema.FieldType][ctx.BaseViewID](ctx);
    }
    function init() {
        SPClientTemplates.TemplateManager.RegisterTemplateOverrides({
            Templates: {
                Fields: {
                    "JL_x0025_": {
                        View: function(ctx) {
                            var percentage = ctx.CurrentItem["JL"] / ctx.CurrentItem["Target"]
                            switch (true) {
                                case (percentage >= 1):
                                    return "<span style='color: green'>"  + ctx.CurrentItem["JL_x0025_"];
                                    break;
                                case (percentage >= .5 && percentage < 1):
                                    return "<span style='color: orange'>" + ctx.CurrentItem["JL_x0025_"];
                                    break;
                                case (percentage < .5):
                                    return "<span style='color: red'>"    + ctx.CurrentItem["JL_x0025_"];
                                    break;
                                default:
                                    return ctx.CurrentItem["JL_x0025_"];
                            }
                        },
                    }
                },
            },
            ListTemplateType: 100
        });
    }
    RegisterModuleInit(SPClientTemplates.Utility.ReplaceUrlTokens("~siteCollectio/Style Library/AchievementColorCoding.js"), init);
    init();
});

Screenshot:

You'll have to adjust the path in the RegisterModuleInit-function if you want it to work with activated Minimal Download Strategy.

Answer 3

    SP.SOD.executeFunc("clienttemplates.js", "SPClientTemplates", function() {
    function getBaseHtml(ctx) {
        return SPClientTemplates["_defaultTemplates"].Fields.default.all.all[ctx.CurrentFieldSchema.FieldType][ctx.BaseViewID](ctx);
    }
    function init() {
        SPClientTemplates.TemplateManager.RegisterTemplateOverrides({
            Templates: {
                Fields: {
                    "JL%": {
                        View: function(ctx) {
                            var percentage = ctx.CurrentItem["JL"] / 100;
                            switch (true) {
                                case (percentage >= 1):
                                    return "<span style='color: green'>" + ctx.CurrentItem["JL%"];
                                    break;
                                case (percentage >= .5 && percentage < 1):
                                    return "<span style='color: orange'>" + ctx.CurrentItem["JL%"];
                                    break;
                                case (percentage < .5):
                                    return "<span style='color: red'>" + ctx.CurrentItem["JL%"];
                                    break;
                                default:
                                    return ctx.CurrentItem["JL%"];
                            }
                        },
                    }
                },
            },
            ListTemplateType: 100
        });
    }
    RegisterModuleInit(SPClientTemplates.Utility.ReplaceUrlTokens("~siteCollection/Style Library/AchiementColorCoding.js"), init);
    init();
});