Forum Discussion
Case Management in Excel
tanberdul First I want to thank you and commend you on creating a sample sheet, there is no way I would have any idea where to even start without it. That said, your request is still quite vague but I'll make 2 suggestions:
a) format the data range as a table. This will give you the ability to easily filter ranges to find what you need.
b) i think it may be useful to add a column at the end that counts how many of the completion dates are empty. There are a lot of ways of adding this up and I created one that is sort of flexible in that you can expand it and it also counts the number of target dates, but there may be easier ways. BUT the point is that having that column will let you easily filter out all of the 0's (i.e. all the rows that are done). you could also sort based on rows that have the most left.
c) you could also add a column that has the oldest incomplete target date and again you can sort by this column to address those that are most overdue or soon to be. And again I came up with a complicated formula but it seems to work 🙂
see attached
tanberdul First I want to thank you and commend you on creating a sample sheet, there is no way I would have any idea where to even start without it. That said, your request is still quite vague but I'll make 2 suggestions:
a) format the data range as a table. This will give you the ability to easily filter ranges to find what you need.
b) i think it may be useful to add a column at the end that counts how many of the completion dates are empty. There are a lot of ways of adding this up and I created one that is sort of flexible in that you can expand it and it also counts the number of target dates, but there may be easier ways. BUT the point is that having that column will let you easily filter out all of the 0's (i.e. all the rows that are done). you could also sort based on rows that have the most left.
c) you could also add a column that has the oldest incomplete target date and again you can sort by this column to address those that are most overdue or soon to be. And again I came up with a complicated formula but it seems to work 🙂
see attached
