Forum Discussion
Creating a "checkoff chart" from an Excel table
I volunteer in a local organization & one of my responsibilities is coordinating & reporting our annual continuing education requirements.
I just ran a report on the server which gave me a long list of each student, their modules assigned, & the date completed for each one they've done so far. I added a column in Excel that assigns a single letter to each module name just for brevity & I have A-R modules & 68 people.
What I want is to auto-create a Pivot Table with the letters as columns & the names as rows. However, I'd like it to insert a checkbox (or even a symbol for that matter) with it either checked off or not depending on whether there is a date in the completed column.
For example:
| A | B | C | D | E | |
| Jones, T. | ⭐ | ⭐ | ⭐ | ⭐ | ⭐ |
| Moore, M. | 💟 | ⭐ | ⭐ | 💟 | ⭐ |
| Smith, R. | 💟 | ⭐ | 💟 | ⭐ | 💟 |
(Discovered that the emojis I was looking for aren't available, so I used two random ones to demonstrate a checked box versus an unchecked box)
Is this even possible & if so, how?
1 Reply
At its simplest, a pivot table with student in the Rows area, module in the Columns area and date of completion in the Values area:
You can apply a custom number format to display the 1s as another character:
