Compliance Tracker

colpie

New Member
Joined
Nov 7, 2024
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi all

I have a tracker built for compliance that tracks due dates for certificates. Included are formats to colour code when something is overdue (Red) and due soon (Yellow).

I would like to add an automated percentage complete element to this, at the moment I have a manual tick box that calculates this but would like the ticked boxes to untick when overdue.

1731004906359.png


Can anyone make any recommendations?

Thanks in advance.
 

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Hi Colpie,

Do you need the tick box? Could do this with a formula and the 'Windings' font based on the date....

1731060166598.png


Below formula with Wingdings font applied to the cell will look at the dates and add a tick, or not, when something is overdue.
Excel Formula:
=IF(B2<TODAY(),"","ü")
Entered in to range G2:M4 in the above image

Add some conditonal formatting and your done. Can still use the result to calculate the percentage as well.
Excel Formula:
=SUM(COUNTIF(H2:M2,"ü")/6)
Above in column N on my picture

The formula will make it a lot simpler to add/remove/expand the table as well in the future.
 
Upvote 0
Hi Colpie,

Do you need the tick box? Could do this with a formula and the 'Windings' font based on the date....

View attachment 119056

Below formula with Wingdings font applied to the cell will look at the dates and add a tick, or not, when something is overdue.
Excel Formula:
=IF(B2<TODAY(),"","ü")
Entered in to range G2:M4 in the above image

Add some conditonal formatting and your done. Can still use the result to calculate the percentage as well.
Excel Formula:
=SUM(COUNTIF(H2:M2,"ü")/6)
Above in column N on my picture

The formula will make it a lot simpler to add/remove/expand the table as well in the future.
Hi sxhall

Thanks for the reply.

The tick box isn't essential, I added that as a manual way to visually display the unit %. As long as I can show % complete at the end of each row and in total for the whole estate it would work for me.

Thanks
 
Upvote 0

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