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

Owner	Project	Description	Status	Priority	Followup Steps	Owner	Due Date
CC	RFC & July 25th Release	User Guides - RFC & July 25th	OPEN	HIGH	-User Guides will need to be done after the UAT cases have been completed	AS, AK, MB	Aug 1/2014

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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

Owner	Project	Description	Status	Priority	Followup Steps	Owner	Due Date
CC	RFC & July 25th Release	User Guides - RFC & July 25th	OPEN	HIGH	-User Guides will need to be done after the UAT cases have been completed	AS, AK, MB	Aug 1/2014

<tbody>
</tbody>

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