Compliance Metrics in Excel

[amensah]

Hi Team,

I have been asked to develop a visual display of metrics from data in a weekly status report. We have a ongoing list of high priority items that each have their respective updates and due date. I need to create a "dashboard" possibly... that keeps track of these due dates and provides a reminder when we are close to missing or have missed our dates. Below is a sample of the data

[TABLE="width: 1235"]
<tbody>[TR]
[TD]Owner[/TD]
[TD]Project[/TD]
[TD]Description[/TD]
[TD]Status[/TD]
[TD]Priority[/TD]
[TD]Followup Steps[/TD]
[TD]Owner[/TD]
[TD]Due Date[/TD]
[/TR]
[TR]
[TD]CC[/TD]
[TD]RFC & July 25th Release[/TD]
[TD]User Guides - RFC & July 25th[/TD]
[TD]OPEN[/TD]
[TD]HIGH[/TD]
[TD]-User Guides will need to be done after the UAT cases have been completed[/TD]
[TD]AS, AK, MB[/TD]
[TD]Aug 1/2014[/TD]
[/TR]
</tbody>[/TABLE]


Please Help

Thank you

 

[Tyron]

Hi Team,

I have been asked to develop a visual display of metrics from data in a weekly status report. We have a ongoing list of high priority items that each have their respective updates and due date. I need to create a "dashboard" possibly... that keeps track of these due dates and provides a reminder when we are close to missing or have missed our dates. Below is a sample of the data

[TABLE="width: 1235"]
<tbody>[TR]
[TD]Owner[/TD]
[TD]Project[/TD]
[TD]Description[/TD]
[TD]Status[/TD]
[TD]Priority[/TD]
[TD]Followup Steps[/TD]
[TD]Owner[/TD]
[TD]Due Date[/TD]
[/TR]
[TR]
[TD]CC[/TD]
[TD]RFC & July 25th Release[/TD]
[TD]User Guides - RFC & July 25th[/TD]
[TD]OPEN[/TD]
[TD]HIGH[/TD]
[TD]-User Guides will need to be done after the UAT cases have been completed[/TD]
[TD]AS, AK, MB[/TD]
[TD]Aug 1/2014[/TD]
[/TR]
</tbody>[/TABLE]


Please Help

Thank you

Hey amensah,

This sounds like you need a couple of elements that I have used in a prescription tracking spreadsheet I have done.

I see the sample data that you have provided and it seems pretty simple enough.

Things you have to ask though:
1.) How am I putting the data into the spreadsheet?
2.) Do I need to use Macros or VBA code
3.) Will I need conditional Formatting.
4.) How many sheets will I be using
5.) What does my data look like and what is it that I want to make this information look like so that it is easy for me/co-workers to read/understand?

Let me know.

later

Ty