• Skip to main content
  • Skip to header right navigation
  • Skip to site footer

My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

  • Courses
  • Pricing
    • Free Courses
    • Power BI Course
    • Excel Power Query Course
    • Power Pivot and DAX Course
    • Excel Dashboard Course
    • Excel PivotTable Course – Quick Start
    • Advanced Excel Formulas Course
    • Excel Expert Advanced Excel Training
    • Excel Tables Course
    • Excel, Word, Outlook
    • Financial Modelling Course
    • Excel PivotTable Course
    • Excel for Customer Service Professionals
    • Excel for Operations Management Course
    • Excel for Decision Making Under Uncertainty Course
    • Excel for Finance Course
    • Excel Analysis ToolPak Course
    • Multi-User Pricing
  • Resources
    • Free Downloads
    • Excel Functions Explained
    • Excel Formulas
    • Excel Add-ins
    • IF Function
      • Excel IF Statement Explained
      • Excel IF AND OR Functions
      • IF Formula Builder
    • Time & Dates in Excel
      • Excel Date & Time
      • Calculating Time in Excel
      • Excel Time Calculation Tricks
      • Excel Date and Time Formatting
    • Excel Keyboard Shortcuts
    • Excel Custom Number Format Guide
    • Pivot Tables Guide
    • VLOOKUP Guide
    • ALT Codes
    • Excel VBA & Macros
    • Excel User Forms
    • VBA String Functions
  • Members
    • Login
  • Blog
  • Excel Webinars
  • Excel Forum
    • Register as Forum Member

Project management excel (monthly, Quarterly)|Dashboards & Charts|Excel Forum|My Online Training Hub

You are here: Home / Project management excel (monthly, Quarterly)|Dashboards & Charts|Excel Forum|My Online Training Hub

vba course banner

Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search|Last Search Results
Search
Forum Scope




Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_CrumbsHome HomeExcel ForumDashboards & ChartsProject management excel (monthly, …
sp_PrintTopic sp_TopicIcon
Project management excel (monthly, Quarterly)
Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
1
February 3, 2021 - 5:14 am
sp_Permalink sp_Print

Hello!

Thanks for the great content !

I've watched the "Interactive Excel Project Management Dashboard" on youtube and I really like the format. I did re do it myself.

However, I'm trying to change the Dashboard to have a Monthly or/and a Quarterly views. Therefore, instead of seeing a daily view (on the gantt chart, scrolling bar,etc) I was wondering how can I modify this awesome file for my needs?

I know that this file will be super usefull for my team and my boss will be so impressed :).

Can you help me please??

Thanks in advance!

Laurence

sp_AnswersTopicSeeAnswer See Answer
Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
2
February 3, 2021 - 8:29 am
sp_Permalink sp_Print

Hi Laurence,

Welcome to our forum!

Please see this post on a similar question which also includes an example file that will hopefully point you in the right direction.

Mynda

Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
3
February 3, 2021 - 8:58 am
sp_Permalink sp_Print

Yes I did look at it after posting my question but unfortunatly it's hard to follow without detailed instructions (I'm not an excel expert).. I'm not familiar with the Developper options and do not understand how the formating will follow along. 

Other random question, do you have a model for Google sheet so the project management file can be updated by many users at the same time?

 

Thanks a lot

Laurence

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
4
February 3, 2021 - 10:40 am
sp_Permalink sp_Print

Hi Laurence,

In that case, please share your Excel file or a sample file so we can help you troubleshoot where you're stuck. Please note, we aren't able to build your report for you. We can only help you when you try yourself and get stuck.

I don't have a Google Sheets equivalent, but if you have a Microsoft 365 license then you already have co-authoring (multi-user access at the same time), so no need for Google Sheets. 

Mynda

Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
5
February 4, 2021 - 1:36 am
sp_Permalink sp_Print sp_EditHistory

Hi Mynda, 

I totally understand and I'm so grateful for your help. Thanks for the heads up on Microsoft 365, I will definitely use it 🙂 

You will find attached my file that I'm working on and the goals I'm trying to achieve. I will be forever grateful if you can help me resolve my issues. 

 

I really appreciate any help you can provide.

Laurence

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
6
February 4, 2021 - 12:37 pm
sp_Permalink sp_Print

Hi Laurence,

Please see file attached where I've used this formula for the sequence of months start dates:

=UNIQUE(EOMONTH(SEQUENCE(1,730,MIN(F12:F40)+WORKINGS!L6,1),-1)+1,TRUE)

 

I hope that gets you started.

Mynda

Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
7
February 5, 2021 - 11:28 am
sp_Permalink sp_Print

Hi Mynda, 

Thank you for your help, very appreciated.

 

Last question, could you help me with the conditional formating please? Now, when there is a task in progress I don't see the mix of colors (green for the months completed and red for the remaining months). I'm certain it's probably a formula issue. I would be very pleased if you can help me fix this issue.

Many thanks, 

Laurence

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
8
February 5, 2021 - 3:44 pm
sp_Permalink sp_Print

Hi Laurence,

I did fix the conditional formatting as well and I can see it in the file I shared with you. Note: you cannot use month names in the PivotTable. You'll see that I have replaced them with the proper start date and end date fields.

Mynda

Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
9
February 5, 2021 - 11:55 pm
sp_Permalink sp_Print sp_EditHistory

Hi Mynda, 

Yes I saw that, thank you for your help. 

Sorry, maybe my question was not clear. Attached a screenshot of what I ment.

screenshot-training-hub.PNGImage Enlarger

 

Thank you for your time again, 

Laurence

sp_PlupAttachments Attachments
  • sp_PlupImage screenshot-training-hub.PNG (77 KB)
Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
10
February 6, 2021 - 2:43 pm
sp_Permalink sp_Print

Hi Laurence,

Thanks for clarifying. I assumed that the start and end dates were simply the first of each month because you are only tracking at a month level, but are you saying that the first task would be completed by the 1st April i.e. no work would be done on the 1st April? Or are you saying that because they completed 50% of the task in February, that the whole project would be complete by end March and wouldn't need any time in April?

Please give several scenarios so I understand the logic.

Mynda

Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
11
February 7, 2021 - 2:53 am
sp_Permalink sp_Print

Hi Mynda, 

 

Yes exactly. For example the T19 (line 11 on the Dashboard sheet) begins on February 1st and the duration of this task is 2 months (column J on DATA sheet) and 1 month has been completed (column O on Data sheet). Therefore, the task ends on April 1st so the Month of April is not included. So for this example I would like the Month of February to be in green and the month of March to be in red (April needs to be blank in that case). Like you said I choose the start and end date to be on the first of each month just because I want to track the progress on a monthly basis. Sorry for the confusion. 

Just so you can understand the logic, here another example. For T1 (line 15 on Dashboard sheet), the task begins on January until May  (Duration 5 months on column J - Data sheet) and 2 months are completed (column O on Data sheet). Therefore, I would like to see January and February in Green and March, April and May in Red. 

Hopefully that will help figure it out what are the appropriate formula that I need to use. 

Again, thank you very much for your help, very appreciated.

 

Laurence

Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4515
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
12
February 7, 2021 - 8:18 pm
sp_Permalink sp_Print

Hi Laurence,

Try this file. Note: the order of the conditional formatting rules is important. I also changed the end dates to fall in the month the project ends, not the first of the following month (however, there are still some you need to change).

Mynda

sp_AnswersTopicAnswer
Answers Post
Avatar
Laurence Tessier
Member
Members
Level 0
Forum Posts: 7
Member Since:
February 3, 2021
sp_UserOfflineSmall Offline
13
February 8, 2021 - 2:04 pm
sp_Permalink sp_Print

Hi Mynda, 

Thank you for your help in the last days.

All your content is very useful. 

Laurence

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Misael Gutierrez Sr.
Guest(s) 9
Currently Browsing this Page:
1 Guest(s)
Top Posters:
SunnyKow: 1432
Anders Sehlstedt: 873
Purfleet: 414
Frans Visser: 346
David_Ng: 306
lea cohen: 222
Jessica Stewart: 218
A.Maurizio: 202
Aye Mu: 201
jaryszek: 183
Newest Members:
Cathi Giard
Sarah Young
Henry Delgado
Alita Nieuwoudt
KL KOH
Joao Marques
Regi Hampton
Taffie Elliott
Paramita Chakraborty
David du Toit
Forum Stats:
Groups: 3
Forums: 24
Topics: 6358
Posts: 27805

 

Member Stats:
Guest Posters: 49
Members: 32335
Moderators: 3
Admins: 4
Administrators: Mynda Treacy, Philip Treacy, Catalin Bombea, FT
Moderators: MOTH Support, Velouria, Riny van Eekelen
© Simple:Press —sp_Information

Sidebar

Blog Categories

  • Excel
  • Excel Charts
  • Excel Dashboard
  • Excel Formulas
  • Excel PivotTables
  • Excel Shortcuts
  • Excel VBA
  • General Tips
  • Online Training
  • Outlook
  • Power Apps
  • Power Automate
  • Power BI
  • Power Pivot
  • Power Query
microsoft mvp logo
trustpilot excellent rating
Secured by Sucuri Badge
MyOnlineTrainingHub on YouTube Mynda Treacy on Linked In Mynda Treacy on Instagram Mynda Treacy on Twitter Mynda Treacy on Pinterest MyOnlineTrainingHub on Facebook
 

Company

  • About My Online Training Hub
  • Disclosure Statement
  • Frequently Asked Questions
  • Guarantee
  • Privacy Policy
  • Terms & Conditions
  • Testimonials
  • Become an Affiliate

Support

  • Contact
  • Forum
  • Helpdesk - For Technical Issues

Copyright © 2023 · My Online Training Hub · All Rights Reserved. Microsoft and the Microsoft Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Product names, logos, brands, and other trademarks featured or referred to within this website are the property of their respective trademark holders.