Excel-based task list

Posted on 2011-09-04
Last Modified: 2012-05-12
Is there any way to get an Excel 2010 file to look like this and automatically sort like this?

Question by:rtod2
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LVL 50

Expert Comment

ID: 36482216

yes, you can have a calculated field in your data table that produces the text values, then use a pivot table to create the overview with expandable/collapsible groups. Ticking a box to mark the task complete will not be a feature, though.

cheers, teylyn

Author Comment

ID: 36482326
The ticking a box to mark the task complete and no longer visible is what makes the list exceptionally well designed.  It's a key feature.  Are you saying there is no way to do that?  I wouldn't need collapsible groups as a filter in an excel table could handle that?

Author Comment

ID: 36482476
I mostly need some assistance getting column B to produce what is shown.  Ideally, I would like to have a double-calendar to click on with today highlighted by default.  I could then easily select the date and either fill down or select a new date from the calendar.  Assistance is greatly appreciated.  Attached is the latest sheet and screenshot. column b needs assistTasks1.2.xlsx
How to run any project with ease

Manage projects of all sizes how you want. Great for personal to-do lists, project milestones, team priorities and launch plans.
- Combine task lists, docs, spreadsheets, and chat in one
- View and edit from mobile/offline
- Cut down on emails


Author Comment

ID: 36482791
I've requested that this question be closed as follows:

Accepted answer: 0 points for rtod2's comment http:/Q_27291239.html#36482326

for the following reason:

LVL 50

Expert Comment

ID: 36482792
You're not giving anyone much time to come up with a solution. Keep in mind that for parts of the world this is still the weekend.

Accepting your comment above as the solution is not right, because it does not show a solution to the issue,.

Coming up with a formula for values like column B in the above screenshot is possible. You'd need to explain why the second last entry is "Due Saturday" instead of "Due in x days". What determines if a day is listed by its name instead of by its distance in days?

cheers, teylyn
LVL 50

Accepted Solution

teylyn earned 500 total points
ID: 36482864
Sheet1 in the attached file has a formula that produces text like the one you specified.

=TEXT(B2,"d-mmm")&" - "&IF(B2-TODAY()<0,"Overdue by "&TODAY()-B2&" days",LOOKUP(B2-TODAY(),$J$2:$J$11,$K$2:$K$11))

There needs to be a separate column that has the due date, since you cannot enter a date into a cell and also have that cell hold a formula to display the required text.

cheers, teylyn

Author Closing Comment

ID: 36484718
I decided to go a slightly different direction here, so went ahead and accepted your answer which did get me what I was wanting.

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