Changing conditional formatting for Quarters/months

CWebbers

New Member
Joined
Sep 12, 2024
Messages
3
Office Version
  1. 2016
Platform
  1. Windows
GANTT Chart.xlsx
BCDEFGIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQ
1
2
3Project Start:Mon, 02/09/2024
4Display Week:12 Sep 20249 Sep 202416 Sep 202423 Sep 202430 Sep 2024
523456789101112131415161718192021222324252627282930123456
6TASKASSIGNED TOPROGRESSSTARTENDMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSS
8Phase 1 Title
9Project AEmployee 150%2/9/2413/9/24
10Project BEmployee 260%1/11/2430/11/24
11Project CEmployee 350%1/12/2422/12/24
12Project DEmployee 425%1/4/2524/6/25
13Project E24/6/2524/6/25
14
15Insert new rows ABOVE this one
ProjectSchedule
Cell Formulas
RangeFormula
I4,AK4,AD4,W4,P4I4=I5
I5I5=Project_Start-WEEKDAY(Project_Start,1)+2+7*(Display_Week-1)
J5:AQ5J5=I5+1
I6:AQ6I6=LEFT(TEXT(I5,"ddd"),1)
F10F10=E10+29
F11F11=E11+21
F12F12=E12+84
Named Ranges
NameRefers ToCells
Display_Week=ProjectSchedule!$E$4I5
Cells with Conditional Formatting
CellConditionCell FormatStop If True
D7:D15Other TypeDataBarNO
I7:BL15Expression=AND(task_start<=I$5,ROUNDDOWN((task_end-task_start+1)*task_progress,0)+task_start-1>=I$5)textNO
I7:BL15Expression=AND(task_end>=I$5,task_start<J$5)textYES
I5:BL15Expression=AND(TODAY()>=I$5,TODAY()<J$5)textNO
Cells with Data Validation
CellAllowCriteria
E4Whole number>=1




Hello,

the file attached has conditional formatting based on the current set up of days but really want to change to Months & Quarters in the same type of format.

However every time I even attempt I fail miserably, would anyone please be able to help?

Formula for grey - =AND(task_start<=I$5,ROUNDDOWN((task_end-task_start+1)*task_progress,0)+task_start-1>=I$5)
Formula for purple - =AND(task_end>=I$5,task_start<J$5)
Formula for Red outline - =AND(TODAY()>=I$5,TODAY()<J$5)

I want the date to be Q1 24 etc and columns below reduced to Jan/Feb/March

I know this is awkward and I can't upload the file
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.
Try this:

Change the named range:

task_start:
Excel Formula:
=EOMONTH(ProjectSchedule!$E1,-1)+1

task_end
Excel Formula:
=EOMONTH(ProjectSchedule!$F1,-1)+1

Simple Gantt Chart1.xlsx
ABCDEFGHIJKLMNOPQRST
1
2
3Project Start:Thu, 12/09/2024
4Q3 2024Q4 2024Q1 2025Q2 2025
5Jul-24Aug-24Sep-24Oct-24Nov-24Dec-24Jan-25Feb-25Mar-25Apr-25May-25Jun-25
6TASKASSIGNED TOPROGRESSSTARTEND
7
8Phase 1 Title
9Task 1Name100%1/7/2430/9/24
10Task 2100%15/8/2410/9/24
11Task 3100%10/9/2414/12/24
12Task 4100%14/12/2418/1/25
ProjectSchedule
Cell Formulas
RangeFormula
E3E3=TODAY()
I4,R4,O4,L4I4="Q"&INT((MONTH(I5)-1)/3)+1 &" "&YEAR(I5)
I5I5=DATE(YEAR(Project_Start),INT((MONTH(Project_Start)-1)/3)*3+1,1)
J5:T5J5=EDATE(I5, 1)
E12E12=F11
F12F12=E12+35
Named Ranges
NameRefers ToCells
Project_Start=ProjectSchedule!$E$3I5
Cells with Conditional Formatting
CellConditionCell FormatStop If True
D8:D12Other TypeDataBarNO
I5:T6,I8:T12Expression=AND(TODAY()>=I$5,TODAY()<J$5)textNO
I8:T12Expression=AND(task_start<=I$5,ROUNDDOWN((task_end-task_start+1)*task_progress,0)+task_start-1>=I$5)textNO
I8:T12Expression=AND(task_end>=I$5,task_start<J$5)textYES


Leave conditional formatting as is.
 
Upvote 0
This is brilliant thank you so much!

Very quick Q, if I wanted to convert to financial year, i.e. Q1 April, May, June,

How would I adjust?
 
Upvote 0
How about?:

Simple Gantt Chart1.xlsx
ABCDEFGHIJKLMNOPQRST
1
2
3Project Start:Thu, 12/09/2024
4Q2 2024Q3 2024Q4 2024Q1 2025
5Jul-24Aug-24Sep-24Oct-24Nov-24Dec-24Jan-25Feb-25Mar-25Apr-25May-25Jun-25
6TASKASSIGNED TOPROGRESSSTARTEND
7
8Phase 1 Title
9Task 1Name100%1/7/2430/9/24
10Task 2100%15/8/2410/9/24
11Task 3100%10/9/2414/12/24
12Task 4100%14/12/2418/1/25
ProjectSchedule
Cell Formulas
RangeFormula
E3E3=TODAY()
I4,R4,O4,L4I4="Q" & MOD(ROUNDUP(MONTH(I5)/3, 0)+2, 4)+1 & " " & YEAR(EDATE(I5, -3))
I5I5=DATE(YEAR(Project_Start),INT((MONTH(Project_Start)-1)/3)*3+1,1)
J5:T5J5=EDATE(I5, 1)
E12E12=F11
F12F12=E12+35
Named Ranges
NameRefers ToCells
Project_Start=ProjectSchedule!$E$3I5
Cells with Conditional Formatting
CellConditionCell FormatStop If True
D8:D12Other TypeDataBarNO
I5:T6,I8:T12Expression=AND(TODAY()>=I$5,TODAY()<J$5)textNO
I8:T12Expression=AND(task_start<=I$5,ROUNDDOWN((task_end-task_start+1)*task_progress,0)+task_start-1>=I$5)textNO
I8:T12Expression=AND(task_end>=I$5,task_start<J$5)textYES
 
Upvote 0

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