Excel Project Management Dashboard with Dynamic Periods

[@IvanCortinas_ES]

Excellent Mynda. Small works of art that make up a great work of art. Thank you.

[@MyOnlineTrainingHub]

Thanks so much, Ivan!

[@ricardogutierrezdiez9170]

Brilliant! You make the difficult easy, as usual. Thanks!

[@MyOnlineTrainingHub]

Thanks for your kind words 😊

[@daves4026]

Top draw as always very impressive. Could also be used to develop forecasting columns i.e four / five weekly forecasts generate the monthly forecast . Thank you

[@MyOnlineTrainingHub]

Yes, great idea 👍

[@chrism9037]

Very impressive Mynda, thanks! Another great video..

[@MyOnlineTrainingHub]

Cheers, Chris 🙏

[@jc7671]

This is great. I remember completing this exercise when you uploaded it earlier. I remember including public holidays amongst the weekends. For instance I formatted it so the Easter weekend, ANZAC Day & the Queensland Labor Day blocked out.

[@MyOnlineTrainingHub]

Nice addition for the public holidays 👍

[@daves4026]

Thumbs up shared and downloaded. Jedi level excel skills. Thank you for sharing your knowledge and imagination with us

[@MyOnlineTrainingHub]

Thanks so much 😊

[@MA-jg9vd]

Thank you so much for the Great Video. It was very helpful and you explained it really well.however i have a question and that is that no Progress is necessary in my table. I just want to have the Tasks displayed over time without differentiating between different progresse. So i would Like to have the tasks also in Daily view,weekly view and monthly without any Progress

[@MyOnlineTrainingHub]

Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum

[@harrisonschweitzer9660]

Hi Mynda, Great Video! However, when I test my formulas for completed/in-progress in the cells they are evaluating. But when I go to add this as a conditional formatting rule Excel is telling me there is an 'error' with the formula. Any thoughts or ideas?

[@MyOnlineTrainingHub]

Hard to say without seeing it. Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum

[@wandboris]

Thank you for the excellent training and share your experience. Can you help with one point? How can I see days completed and Progress per project in the table when I swap all projects and do not see tasks?

[@MyOnlineTrainingHub]

Glad it was helpful! Regarding your question, I'm not sure what you mean. Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum

[@SergioAlejandroCampos]

Excel t-shirt is back! Great tutorial Mynda.

[@MyOnlineTrainingHub]

😁momentarily!

[@gfirester]

Quick question Mynda, Using this Tabular design, I'm having trouble getting the sort order for each of my projects, by Start Date. I tried sorting by in a bunch of ways in the Pivot table, but having no luck so far. For now, I was able to fudge it with putting a number before my task's verbiage. I'm my case, i have task's that are more verbose than "Task1, Task 2 etc.." Any tips would be greatly appreciated. Best Regards!

[@MyOnlineTrainingHub]

If you want to sort by date, then that field needs to be the first column in your PivotTable.

[@gfirester]

@@MyOnlineTrainingHub Thank you Mynda

[@khalidilyaspk2201]

Hi First of all this is amazing and thank you so much for helping us. I have 1 question : When I add more rows for example 100 rows but this chat only show 45 rows data on the right side. Can you please help here ? Thank you

[@MyOnlineTrainingHub]

Great to hear it's helpful! As long as you add more rows to the source data table and then Refresh the PivotTable, it will automatically include the new rows.

[@khalidilyaspk2201]

Thank you so much for your reply I am sorry if i could not explain clearly Rows are showing after adding more but the graph is not showing in front of those new rows. Graph only showing for 46 rows same as your template. Please help @@MyOnlineTrainingHub

[@DanielHodžić-r7h]

Hi. First and foremost, thank you Mynda for this fantastic Dashboard! Gerat job! One kind request....Can you please (or somebody from the comment section) paste the last "conditional formating" formula for the MonthsFormat in a reply to this comment?? This would save my life :) I can see the three OR condition for the MonthsFormat conditional formating in the video but i cannot see what are the changes made for the Days and Weeks format. Thus i am unable to make the formula work and can not complete my personal dashboard :(((((((((((....Thanks in advance!

[@MyOnlineTrainingHub]

Glad it was helpful! You can download the completed file from the link in the video description 😉

[@dompedro14]

Thanks Mynda, simply explained & brilliant as always.

[@MyOnlineTrainingHub]

Thanks so much 😊

[@madelinepunches2839]

Thank you so much for this video, you are truly amazing! One question - is there a way for the Gantt chart to display different information? I would like to understand resource capacity per team member for each project. So for example, "team member X worked 4 hrs on project Y and 2 hrs on Project Z on Monday". Is this possible to do/how should I format this data to properly display? Thank you in advance for any guidance.

[@MyOnlineTrainingHub]

Yes, you can modify this technique to work with different data. I don't have any examples I can point you to though, sorry.

[@yarakawi]

You are BRILLIANT! I love your way of explaining and this updated version is super dynamic and exactly what i need ! Thank you for being amazing!

[@MyOnlineTrainingHub]

Thank you! So pleased it was helpful!

[@Prosperity-hk8ub]

Amazing tutorial except too quick to follow. Plus, I need to upgrade my 2019 version. Thanks a lot!!

[@MyOnlineTrainingHub]

Please try the play back speed options in the video settings (cog icon) to slow it down.

[@danielross1619]

Hi your work is awesome and help me develop my dashboard for work do you do a schedule health dashboard tutorial you are so informative and easy learning what a skill you have..thanks for all your help

[@MyOnlineTrainingHub]

Thanks for your kind words! I don't have a health dashboard tutorial, however my Excel Dashboard course will teach you the skills so you can build any dashboard: www.myonlinetraininghub.com/excel-dashboard-course

[@adamjackson4725]

Really excellent dashboard thanks. One issue I’ve found is the scroll bar still only increases by 1 day in whichever display period used. Is there a way to vary the increment of the scroll bar?

[@MyOnlineTrainingHub]

It works for the DailyDates and WeeklyDates, but the MonthlyDates needs modifying as follows: =LET( DailyDates, SEQUENCE(1,26,MIN(Table1[Start Date])+ScrollPos,1), WeeklyDates,SEQUENCE(1,26,MIN(Table1[Start Date])+ScrollPos,7), MonthlyDates,DATE(MIN(YEAR(Table1[Start Date])),SEQUENCE(,26,1)+ScrollPos,1), CHOOSE(DisplayPeriod, DailyDates, WeeklyDates, MonthlyDates))

[@sankaliamayur]

This is an excellent piece of work. The dynamism from date / week / month is super fantastic. I could not understand the logic behind the yet to start, in-progress and completed work formula. However, it is working as expected when we switch from Days/weeks/months view. Super. Just one more help required. In actual we cannot follow what has been planned. Can we chart following details also. 1. Planned (start to end) in one colour / fill/ pattern (it is actually there in the Excel) 2. Actual (Start to expected end) in another colour / fill / pattern 3. % Completed in differect colour (it is actually there in the Excel) 4. Actual beyond planned in another colour / fill / pattern 5. % Completed beyond planned in different colour / fill / pattern Really appreciate for your highly learning videos. THANK YOU VERY MUCH FROM DEEPEST OF MY HEART.

[@MyOnlineTrainingHub]

Glad you found it useful! You can add more formats if you like. You might find this tutorial on writing conditional format formulas helpful: kzbin.info/www/bejne/iKvdaoOvm9ycjLM

[@Sabrina-kq6en]

Really brilliant 👌Thank you very much! It would be AMAZING if you would create a video how we can use Dynamic Periods in a barchart or a line char. So that the user can choose if the x - axis , show the years or month or Weeks. 🙌🏼🙌🏼 I try it since days in excel, but without any results 😭 Please help ❤

[@MyOnlineTrainingHub]

Great suggestion!

[@Sabrina-kq6en]

That would be wonderful 👏👏👏@@MyOnlineTrainingHub

[@EduardKorkia]

You are Amazing!!! Thank you very much for very interesting videos.

[@MyOnlineTrainingHub]

Thanks so much, Eduard!

[@davecope3322]

Thanks Mynda, great video. But my brain hurts now!!

[@MyOnlineTrainingHub]

😁mine hurt writing those formulas! But I'd been asked so many times for this, I finally caved!

[@ethofmeyr]

I love your way of typing the conditional formatting formula in the cell first and the use of sequence in the time functions!!

[@MyOnlineTrainingHub]

Nice to know you'll find that useful 😊

[@words_in_the-water]

Amazing! Thank you!

[@MyOnlineTrainingHub]

Cheers 🙏

[@MrGOLDFREAKS]

I love you momm ..thank u so much

[@MyOnlineTrainingHub]

Most welcome 😊

[@pandastory-abookseriesabou8568]

​👌🏻​ Like your work 💯

[@MyOnlineTrainingHub]

Thank you!

[@motogoa]

Brilliant! Thank you for sharing.

[@MyOnlineTrainingHub]

Appreciate that 🙏

[@alinelung]

Brilliant and nice work !! Thanks!!!

[@MyOnlineTrainingHub]

Thanks so much!

[@ziggle314]

Learned a lot Mynda. Thanks!

[@MyOnlineTrainingHub]

Great to hear 🙏

[@Earth-360]

Love it. Thank you

[@MyOnlineTrainingHub]

Glad you enjoyed it!

[@Aarpaar0430]

This is very helpful

[@MyOnlineTrainingHub]

Glad to hear!

[@IamTheReaper911]

👍👍👍👍👍👍👍👍👍

[@MyOnlineTrainingHub]

Cheers!

[@leonardosciolis9620]

Awesome!

[@MyOnlineTrainingHub]

Thank you! 😊

[@efosaodiase501]

Isn't this Microsoft Project?

[@MyOnlineTrainingHub]

This is for those who don’t have MS Project 😉