Calendar-based visual dashboard from project progress data

Help to generate simple visual dashboard from data table

Dear all, I once had a much more complicated problem and someone on this forum solved it within hours so I thought I would give it another try.

[Note that the details of my problem and objective are included in the attached worksheet.]

We have a small team of members. Each member is assigned "projects" comprising a number of "milestones" (start, milestone1, milestone2,..., end). Each milestone has an expected completion date. Upon completion of a milestone, members would input it in an excel table (ideally through a form since not all members are computer savy).

The "data" are therefore composed of various "projects", "milestones" (for each projects), "expected dates", "actual completion dates", and other project-specific fields.

The goal: to use these data to produce a calendar-based visual dashboard presenting the "degree of completion" of each project using common colour codes (green, orange, red).

I have some knowledge of VBA but I am self-taught, so definitely not an expert. I have started working on this problem but it proves surprisingly difficult given my skills set.

One of the main problem I face is to make my code flexible enough to accomodate addition and deletion of projects.

We have a very small budget but if this proves too complicated, even for the experts on this forum, we would be willing to consider paying for a job well done.

Many, many thanks in advance to anyone outthere willing to help us!!!

AttachmentSize
Project Portfolio (shared).xlsx23.98 KB
Dashboard (dec 18, v3 Shared).xlsm76.82 KB
Dashboard (dec 20, v1).xlsm85.38 KB
Nick's picture

Recommend taking a look at

Recommend taking a look at our free task management sysem..
Free spreadsheets link
Business

Almir's picture

I am interested in what Nick thinks of this?

I am interested in what Nick thinks of this?

Also see related post

Me too!

I've made a number of improvements to the dashboard. Please see the most recently uploaded file.

Thanks.

Mostly solved with array formula. Need help to convert to VBA

Hi all, I think I have done almost everything that I set out to do (see attached WB with code "Dashboard(dec 18, v3 Shared).xlsm").

However, most of the heavy computation is done through Array Formulae with the result that the program runs very slowly and that the formulae are so long that they are almost unreadable and hence difficult to fix/modify.

Without a doubt, all of what I've done could be done through VBA but I simply don't have the skill set to do it myself.

Would someone be kind enough to take a look at the attached and provide some feedback?

Many, many thanks to all.

PS: some formulae use circular references. Need to allow iterative evaluation in Options for the code to work.

Olivier

Almir's picture

This is for MS Project

And dashboarding can be done by linking MS Project file.

Thank you Almir. Would this

Thank you Almir. Would this procedure allow me to perform the kind of tasks I refer to in my original post?

If so, can you please expand a bit on how it can be done?

Almir's picture

Here is an example

Example of your data in MS Project. It is quite raw, I haven't paid much attention to detail, just give you picture of it.

Please send me your address so I can send a picture to you. I don't know how to upload a file here.

Bump no response

Bump no response

Giving it a bump.

Giving it a bump.