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Template for tracking project completion dates and simple metrics? % Completed on time

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    Question Template for tracking project completion dates and simple metrics? % Completed on time

    I am trying to make a simple excel template on 2013 to track future project completion dates under the following paramaters, I also want a color to coordinate with each due date status for that corresponding row:

    1. If they are completed by due date; Gray
    2. If they are due by due date within 7 days of the current date; Orange
    3. If they are over their due date and not yet completed; Red
    4. If they are then completed, however past deadline; Purple


    Lastly I would like to track the percentage of projects in this template that do not meet the due date for each month. (% of Red and Purple Columns).


    I have these columns..
    A: Order #, B: Due Date, C: Date Completed, D: Completed on time? And hope that column D will automatically be generated based on a formula specifying whether or not Column D row's data is > than that column C's row data for each row or =/< than Column B Data.


    To satisfy my last requirement I then obviously will need columns or a chart to show the percentage each month that meets deadlines versus the percent that does not.


    I assume I will use conditional formatting. If you can specify equations that can be placed as formula rules for conditional formatting as well as for being entered within individual columns it would help a ton. Thanks! I'd give my equations but they are a mess....

    This was my starting point... http://chandoo.org/wp/2012/05/22/hig...e-dates-excel/

    Please advise!

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    Re: Template for tracking project completion dates and simple metrics? % Completed on time

    To get good at creating Conditional Formatting (CF) rules, just think in terms of TRUE/FALSE. Unlike normal formulas, you don't need the whole IF/THEN/ELSE, you can just state the test and Excel will determine if the result is true or false.


    To check if the date in cell A1 is past, it's simply:

    =A1<TODAY()

    If due date is in A1 and completion date belongs in B1, several TRUE/FALSE formulas come to mind:

    Gray: =AND(COUNT(A1,B1)=2, A1>=B1)
    Purple: =AND(COUNT(A1,B1)=2, A1<B1)
    Orange: =AND(COUNT(A1,B1)=1, A1<=TODAY()+6)
    Red: =AND(COUNT(A1,B1)=1, A1<TODAY())
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    Exclamation Re: Template for tracking project completion dates and simple metrics? % Completed on time

    JBeaucaire,

    Thank you for taking the time to help. Attached below on the left side is what I have gotten from the equations you listed. The dates seem to be functioning correctly. However, I would like the rows that the dates are listed within the be the ones highlighted.


    Below on the right is an example of roughly what I need. Also as shown I will need an equation to track monthly metrics of meeting deadlines based on a "yes" or "no" and also an equation to generate a "yes" or "no" based on the date completed vs the due date.

    Excel Deadlines.PNG

    or

    \1
    or
    http://postimg.org/image/egc3vgmfh/

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    Re: Template for tracking project completion dates and simple metrics? % Completed on time

    I changed the gray to green on the right side

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    Re: Template for tracking project completion dates and simple metrics? % Completed on time

    So as you enter the CF formulas into a range of cells, you use $ symbols to lock the portions of the formula that should NOT change from cell to cell.


    Assuming:

    - Column G is date due
    - Column H is date completed
    - Columns F:I are the ones that cells need to be colored


    1) Highlight F2:I100 (or however many rows you wish)
    2) The first CF rule would be entered thus, it will apply to all columns and adjust rows on its own:

    Gray: =AND(COUNT($F2, $G2)=2, $F2>=$G2)
    Purple: =AND(COUNT($F2, $G2)=2, $F2<$G2)
    Orange: =AND(COUNT($F2, $G2)=1, $F2<=TODAY()+6)
    Red: =AND(COUNT($F2, $G2)=1, $F2<TODAY())


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    NOTE: Posting pictures of excel sheets is usually unhelpful. If you can attach a picture, then you can certainly attach a small desensitized workbook we can work on together, helps us help you more readily.


    Take a moment and read the Forum Rules (link above in the menu bar), it includes all the rules and tips the benefit everyone. Thanks.

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    Re: Template for tracking project completion dates and simple metrics? % Completed on time

    JBeaucaire,

    Thanks again for the help. I'm having difficulty still. These last functions do not seem to function 100% correctly and the rows above the entered data seem to be the ones affected by color. The formulas you first gave me gave 100% date functionality, however they were highlighting the rows above the data. The code you recently gave me is not appearing to give correct functionality.

    Lets say A is Job#, B is Due Date, C is Date completed, and D is Completed on time?: Yes/No.

    To remind you, it should be like this.
    Red=Overdue due date (Entered Due date [B] is past TODAY, and Date Completed [C] is empty)
    Orange= Due Date [B] is within 7 days of TODAY, Date Completed [C] is empty)
    Purple=Job has been completed, but was finished after the due date. (Date completed [C] is > than Date Due [B]
    Gray=Job completed on or before due date. Date completed [C] is = to or < than Date Due [B]
    Jobs and their rows not yet completed, but also not yet due within the next 7 days will remain white.


    Lastly it would assist to have Purple and Red Columns assign "No" to Completed on Time [D] column
    as well as to have Gray Columns assign "Yes" to Completed on Time [D] Column.

    Thanks!

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    Re: Template for tracking project completion dates and simple metrics? % Completed on time

    JBeaucaire,

    I played around with the formulas, it seems I was entering yours incorrectly.

    I have correctly highlighted each date using the following.

    Red: =AND(COUNT($A1,$B1)=1, $A1<TODAY())
    Orange: =AND(COUNT($A1,$B1)=1, $A1<=TODAY()+6)
    Purple: =AND(COUNT($A1,$B1)=2, $A1<$B1)
    Gray: =AND(COUNT($A1,$B1)=2,$A1>=$B1)

    WITH A being DUE DATE and B being DATE COMPLETED

    Thank you so much for your assistance, now I will seek out how to assign a "yes" or "no" value to a "completed on time" Row

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    Re: Template for tracking project completion dates and simple metrics? % Completed on time

    THe formula is the same as the GRAY CF, just inside an IF/THEN/ELSE formula.

    =IF(AND(COUNT($A1,$B1)=2,$A1>=$B1), "Yes", "No")



    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.
    Thanks.

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