Forum Discussion
Need your help with Timeline
To create a timeline column in Excel that shows the duration of each deal from the "Created On" date to the "Closed Date" or "Modified On" date (for open deals), you can follow these steps:
- Add a new column next to the "Closed Date" column and name it "Timeline" or any other name you prefer.
- In the first cell of the "Timeline" column, enter the following formula:
=IF(ISBLANK(D2),TODAY()-C2,D2-C2)This formula uses the IF and ISBLANK functions to check if the "Closed Date" column is blank or not. If it's blank, it calculates the duration from the "Created On" date (in column C) to today's date using the TODAY function. If it's not blank, it calculates the duration from the "Created On" date to the "Closed Date" date (in column D).
- Copy the formula from the first cell to the rest of the cells in the "Timeline" column by dragging the fill handle (the small square at the bottom right corner of the cell) down to the last cell.
- Format the "Timeline" column as a number with two decimal places and choose a time unit that suits your needs (e.g., days, weeks, months, years).
This should give you a timeline column that shows the duration of each deal in the specified time unit. Note that the result may be negative if the "Closed Date" or "Modified On" date is earlier than the "Created On" date, which means that the deal was closed or modified before it was created.