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Multiple questions about Excel project timeline, % formulas, refresh timeline

  1. #1
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    Multiple questions about Excel project timeline, % formulas, refresh timeline

    Hello,

    I heard this was the best place to ask my questions so if anyone could help me with them, I would greatly appreciate it and thank you for your time in helping me.

    I am working on an Excel project that lists the timeline for certain tasks. I have most of the design created but need help with the advanced formulas that will make it dynamic and work correctly. I will list my questions below:

    1. At the top of my worksheet there is a place where I can enter the start date and end date of a project. Once I enter those dates, how do I get my bar chart to re-adjust to those specific dates? The start of the chart needs to be the "Start Date" and the end of the chart needs to be the "End Date". I can manually adjust this time frame by going into the "Format Axis" options and entering the minimum and maximum bounds but I can't figure out how do this automatically or with a macro/VB button.

    2. Currently the data filling the chart is based on the "Start", "End" and "Days" columns. Is there a way to dynamically allocate the "days" column based on a percentage? Maybe the "Start" date could be entered in the column and instead of an "End" column, it could be a column listing the percentage of time that is based on the project final End Date listed at the top of the spreadsheet?

    3. Is there a way to add more features in the list, under the "Task Name" column and have the chart and "Days" column dynamically change based on a percentage of the End Date listed at the top of the spreadsheet? So if the Start Date was today (July 27, 2016) and the End Date was August 27, 2016, there would be 31 days in the project. If I add a feature, is there a way to get all the other features days to auto adjust based on the time frame? I may need to add another column in the information table called "% of project" or something then assign a certain percentage to each task, would that work or is there an easier way?

    I will attach my spreadsheet so you can see and work with what I have. I'll also attach a screenshot in case you would rather just look at the project.

    Thank you for all your help and for taking the time to read this post
    -Eric
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  2. #2
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    Re: Multiple questions about Excel project timeline, % formulas, refresh timeline

    Welcome to the forum. We would love to help you but yikes, this a fairly large request. LoL

    1) Your first request can be solved by creating a PROCESSED CHART DATA worksheet or table that processes it this way. This is actually not very hard... the hard part is step 2
    2) You would need to determine how your data needs to be displayed as your current sample does not include a "solved" or "after" example. So I dont think we can offer much help without seeing what you are trying to do.
    3) this might be possible but again we dont know what you are trying to do. a Pivot Chart might work and you can use slicers to set the start and end points visually.


    Sample workbook advice:
    Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Please ensure you mark your thread as Solved once it is. Click here to see how.
    If a post helps, please don't forget to add to our reputation by clicking the star icon in the bottom left-hand corner of a post.

  3. #3
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    Re: Multiple questions about Excel project timeline, % formulas, refresh timeline

    Thank you for your response. I'll rework the spreadsheet and include more information so you have a better understanding of what I am asking for, sorry it is so confusing.

    I searched for information on a "PROCESSED CHART DATA" like you suggested for question #1 but wasn't able to find much information to help me redo the chart. Does it go by another name or is there a help document you know of that explains how to create one?

    Thanks-
    Eric

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