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

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.
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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