In this video I show you how I would typically go about building a new Excel spreadsheet template.
I talk through the below Excel functionality – feel free to skip to any part of the video you’d find most helpful:
0:50 – setting out the main table
2:00 – automatically create task no. (IF function)
3:30 – creating a drop down menu (Data Validation)
5:33 – creating a ‘time lapsed’ formula (IF function and NETWORKDAYS)
6:43 – creating a ‘status’ formula (IF function)
8:43 – conditional formatting the ‘status’
11:07 – creating a ‘donut’ chart (COUNTIF and COUNTA functions)
15:14 – creating the pivot chart (Pivot Table and Pivot Chart)
19:27 – setting up the dashboard
21:40 – conditional formatting the ‘time lapsed’ (AND function)
If you want to see how I designed this example spreadsheet then please check out Part 1 (The Design): https://youtu.be/4WDP4rT1uHw
Download link for the Excel spreadsheet template I created in this video: https://drive.google.com/uc?id=1jJll1…
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