I have a client tracker where I track the work done throughout the year for each month.
I set up a count if statement to calculate the percentage of work completed for all clients for each month. (X = Complete)
There are monthly and annual clients which I included in the calc.
However I want the calc to exclude the annual clients (Frequency = 1).
I tried working an IF statement into it but couldn’t figure it out.
Any assistance would be much appreciated.
I set up a count if statement to calculate the percentage of work completed for all clients for each month. (X = Complete)
There are monthly and annual clients which I included in the calc.
However I want the calc to exclude the annual clients (Frequency = 1).
I tried working an IF statement into it but couldn’t figure it out.
Any assistance would be much appreciated.
Client Tracker.xlsx | |||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |||
1 | List of Business Clients | Marked Completed: X | 28% | 28% | 28% | 25% | 18% | 13% | 3% | 0% | 0% | 0% | 0% | 99% | |||
2 | |||||||||||||||||
3 | |||||||||||||||||
4 | |||||||||||||||||
5 | MONTHLY ACCOUNTING UPDATES | ||||||||||||||||
6 | FREQUENCY | Jan | Feb | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | ||||
7 | Client 1 | 1 | X | ||||||||||||||
8 | Client 2 | 1 | X | ||||||||||||||
9 | Client 3 | 12 | X | X | X | X | X | X | X | X | |||||||
10 | Client 4 | 1 | X | ||||||||||||||
11 | Client 5 | 12 | X | X | X | X | X | X | X | X | |||||||
12 | Client 6 | 12 | X | X | X | X | X | X | X | ||||||||
13 | Client 7 | 12 | X | X | X | X | |||||||||||
14 | Client 8 | 12 | X | X | X | X | X | X | X | X | |||||||
15 | Client 9 | 12 | X | X | X | X | X | X | |||||||||
16 | Client 10 | 12 | X | X | X | X | X | X | X | ||||||||
17 | Client 11 | 12 | X | X | X | X | X | X | |||||||||
18 | Client 12 | 12 | X | X | X | X | X | X | X | ||||||||
19 | Client 13 | 12 | X | X | X | X | X | ||||||||||
20 | Client 14 | 12 | X | X | X | X | X | X | X | ||||||||
21 | Client 15 | 12 | X | X | X | X | X | ||||||||||
22 | Client 16 | 12 | X | X | X | X | X | X | X | X | |||||||
23 | Client 17 | 12 | X | X | X | X | X | X | X | ||||||||
24 | Client 18 | 1 | X | ||||||||||||||
25 | Client 19 | 12 | X | X | X | X | X | X | X | ||||||||
26 | Client 20 | 12 | X | X | X | X | X | X | X | ||||||||
27 | Client 21 | 12 | X | X | X | X | |||||||||||
28 | Client 22 | 1 | X | ||||||||||||||
29 | Client 23 | 12 | X | X | X | X | X | X | X | ||||||||
30 | Client 24 | 12 | X | X | X | ||||||||||||
31 | Client 25 | 12 | X | X | X | X | X | X | X | ||||||||
32 | Client 26 | 12 | X | X | X | X | X | ||||||||||
33 | Client 27 | 12 | X | X | X | X | X | X | |||||||||
34 | Client 28 | 12 | X | X | X | X | X | X | X | ||||||||
35 | Client 29 | 1 | X | ||||||||||||||
36 | Client 30 | 1 | X | ||||||||||||||
37 | Client 31 | 12 | X | X | X | X | |||||||||||
38 | Client 32 | 12 | X | X | X | X | X | X | X | X | |||||||
39 | Client 33 | 12 | X | X | X | X | X | X | X | X | |||||||
40 | Client 34 | 1 | X | ||||||||||||||
41 | Client 35 | 12 | X | X | X | X | X | X | |||||||||
42 | Client 36 | 12 | X | X | X | X | X | X | X | ||||||||
43 | Client 37 | 12 | X | X | X | X | X | ||||||||||
44 | Client 38 | 1 | X | ||||||||||||||
45 | Client 39 | 1 | X | ||||||||||||||
46 | Client 40 | 12 | X | X | X | X | X | X | X | ||||||||
47 | Client 41 | 12 | X | X | X | X | X | ||||||||||
48 | Client 42 | 12 | X | X | X | X | X | X | X | ||||||||
49 | Client 43 | 1 | X | ||||||||||||||
50 | Client 44 | 1 | X | ||||||||||||||
51 | Client 45 | 1 | X | ||||||||||||||
52 | Client 46 | 1 | X | ||||||||||||||
53 | Client 47 | 1 | X | ||||||||||||||
54 | Client 48 | 1 | X | ||||||||||||||
55 | Client 49 | 12 | X | X | X | X | X | X | X | ||||||||
56 | Client 50 | 12 | X | X | X | X | X | X | X | ||||||||
57 | Client 51 | 1 | X | ||||||||||||||
58 | Client 52 | 12 | X | X | X | X | X | X | |||||||||
59 | Client 53 | 1 | X | ||||||||||||||
60 | Client 54 | 1 | X | X | X | X | X | ||||||||||
61 | Client 55 | 12 | X | X | X | X | X | ||||||||||
62 | Client 56 | 12 | X | X | X | X | X | X | X | ||||||||
63 | Client 57 | 12 | X | X | X | X | X | X | X | X | |||||||
64 | Client 58 | 12 | X | X | X | X | X | ||||||||||
65 | Client 59 | 12 | X | X | X | X | X | X | |||||||||
66 | Client 60 | 12 | X | X | X | X | X | X | |||||||||
67 | Client 61 | 12 | X | X | X | X | |||||||||||
68 | Client 62 | 12 | X | X | X | X | X | ||||||||||
69 | Client 63 | 12 | X | X | X | X | X | X | X | ||||||||
70 | Client 64 | 12 | X | X | X | X | |||||||||||
71 | Client 65 | 12 | X | X | X | X | X | X | X | ||||||||
72 | Client 66 | 12 | X | X | X | X | X | X | |||||||||
73 | Client 67 | 1 | X | ||||||||||||||
74 | Client 68 | 12 | X | X | X | X | X | X | X | ||||||||
75 | Client 69 | 12 | X | X | X | X | X | X | |||||||||
76 | Client 70 | 12 | X | X | X | X | X | X | X | ||||||||
77 | Client 71 | 12 | X | X | X | X | |||||||||||
78 | Client 72 | 12 | X | X | X | X | X | X | X | ||||||||
79 | Client 73 | 12 | X | X | X | X | |||||||||||
80 | Client 74 | 12 | X | X | X | X | X | ||||||||||
81 | Client 75 | 1 | X | ||||||||||||||
82 | Client 76 | 12 | X | X | X | X | X | X | X | ||||||||
83 | Client 77 | 12 | X | X | X | X | X | X | X | ||||||||
84 | Client 78 | 1 | X | ||||||||||||||
85 | Client 79 | 1 | X | X | X | X | |||||||||||
86 | Client 80 | 1 | X | ||||||||||||||
87 | Client 81 | 1 | X | ||||||||||||||
88 | Client 82 | 1 | X | X | X | X | X | X | |||||||||
89 | Client 83 | 12 | X | X | X | X | X | X | X | ||||||||
90 | Client 84 | 12 | X | X | X | X | X | ||||||||||
91 | Client 85 | 12 | X | X | X | X | X | X | |||||||||
92 | Client 86 | 12 | X | X | X | X | X | X | X | X | |||||||
93 | Client 87 | 12 | X | X | X | X | X | X | X | ||||||||
94 | Client 88 | 1 | X | ||||||||||||||
95 | Client 89 | 12 | X | X | X | X | X | X | X | ||||||||
96 | Client 90 | 1 | X | ||||||||||||||
97 | Client 91 | 12 | X | X | X | X | X | ||||||||||
98 | Client 92 | 12 | X | X | X | X | |||||||||||
99 | Client 93 | 12 | X | X | X | X | X | ||||||||||
100 | Client 94 | 1 | X | ||||||||||||||
101 | Client 95 | 1 | X | ||||||||||||||
102 | Client 96 | 1 | X | ||||||||||||||
103 | Client 97 | 1 | X | ||||||||||||||
104 | Client 98 | 12 | X | X | X | X | X | ||||||||||
105 | Client 99 | 12 | X | X | X | X | X | X | |||||||||
106 | Client 100 | 1 | X | ||||||||||||||
MASTER LIST (3) |
Cell Formulas | ||
---|---|---|
Range | Formula | |
D1:O1 | D1 | =COUNTIF(D$7:D$266,"X")/(COUNTIF(D$7:D$266,"")+COUNTIF(D$7:D$266,"X")) |
Cells with Conditional Formatting | ||||
---|---|---|---|---|
Cell | Condition | Cell Format | Stop If True | |
D1:O1,D4 | Cell Value | contains "Prepared" | text | NO |
D1:O1,D4 | Cell Value | contains "In Process" | text | NO |
D1:O1,D4 | Cell Value | contains "Not Started" | text | NO |
C2:C3 | Cell Value | contains "Reviewed" | text | NO |
C2:C3 | Cell Value | contains "In Process" | text | NO |
C2:C3 | Cell Value | contains "Not Started" | text | NO |
C2:C3 | Cell Value | contains "Prepared" | text | NO |
C1 | Cell Value | contains "Reviewed" | text | NO |
C1 | Cell Value | contains "In Process" | text | NO |
C1 | Cell Value | contains "Not Started" | text | NO |
C1 | Cell Value | contains "Prepared" | text | NO |
C4 | Cell Value | contains "Reviewed" | text | NO |
C4 | Cell Value | contains "In Process" | text | NO |
C4 | Cell Value | contains "Not Started" | text | NO |
C4 | Cell Value | contains "Prepared" | text | NO |
D1:O1,D4 | Cell Value | contains "Reviewed" | text | NO |
D1:O1,D4 | Cell Value | contains "In Process" | text | NO |
D1:O1,D4 | Cell Value | contains "Not Started" | text | NO |
D1:O1,D4 | Cell Value | contains "Prepared" | text | NO |