This week in Formula Forensics we’ll look at, Zebra Stripes and Checker-board Conditional Formatting.
This idea is inspired by a number of posts over the past few years asking about zebra stripes but specifically BobR who in in June 2011, also asked about Checkerboards in the post: Want to be an excel conditional-formatting Rock Star, Comment No. 154.
I got the conditional format for alternating row and column colors,
Is there a conditional format to make it a checkerboard whereas the cell A2 will remove either the conditional for the row or column and then alternately to A4, B1, B3 etc?
Chandoo responded fairly quickly with this Conditional Formatting formula:
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2)=0,MOD((ROW()-1)*8+COLUMN(),2)=1)
Unbeknownst to Chandoo I posted this about a minute later:
=ISODD(ROW()+COLUMN())
Both formula correctly answer BobR’s question.
So today we’re going to pull apart Zebra Stripes and Checker Boards and see what makes them tick.
As always you can follow along in a download file here: Download File.
ZEBRA STRIPES
Zebra Stripes as Conditional Formatting is simply applied using a simple formula within Conditional Formatting.
=MOD(ROW(),2)=0
Conditional Formatting requires a formula that returns a boolean “True” to apply a format or a Boolean “False” to not Apply a format.
So the formula is better read as: If MOD(ROW(),2)=0
And If MOD(ROW(),2)=0, the formula will evaluate as True
This is best evaluated as 3 columns on a worksheet.
In cells
B5:B10 The formula =Row() returns the Row Number
C5:C10 The formula =Mod(Row() ,2) returns the Mod of Row Number, divided by 2
The Mod function returns the remainder of the division of the Row Number divided by 2,
So in Row 5, Mod(Row(),2) = Mod(5, 2) = 5/2 = 2 Remainder 1 = 1
and in Row 6, Mod(Row(),2) = Mod(6, 2) = 6/2 = 3 Remainder 0 = 0
D5:D10 The formula =Mod(Row() ,2)=0 checks the remainder against the value 0
This is what evaluates to either True or False depending on the Row number.
Where the Values are True the Format will be applied (Even Rows)
The Conditional Formatting can be applied to Odd Rows If the Formula is slightly altered
=Mod(Row() ,2)=1
Similarly the formatting can be applied to Columns using
=MOD(COLUMN(),2)=0/1
CHECKER BOARDS
RobR received two responses to his Checker-Board Conditional Formatting request.
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2)=0,MOD((ROW()-1)*8+COLUMN(),2)=1)
and
=ISODD(ROW()+COLUMN())
Lest see what’s inside these two formula.
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2) =0, MOD( (ROW() -1)*8+COLUMN(),2)=1)
This is a simple If Formula with 3 components
=IF(MOD(ROW(),2)=1,MOD((ROW()-1)*8+COLUMN(),2)=0,MOD((ROW()-1)*8+COLUMN(),2)=1)
If Condition MOD(ROW(),2)=1
Value if True: MOD((ROW()-1)*8+COLUMN(),2)=0
Value if False: MOD((ROW()-1)*8+COLUMN(),2)=1
The If Condition is already known to us, as it’s the same formula used in the Zebra Stripes above.
It evaluates to True when it is on an Odd Row.
So when it is an Odd numbered Row Excel will look at MOD((ROW()-1)*8+COLUMN(),2)=0
And when it is an Even numbered Row Excel will look at MOD((ROW()-1)*8+COLUMN(),2)=1
We can notice that these are the same formulas which have a different ending of =0 and =1
MOD((ROW()-1)*8+COLUMN(),2)=0
This section Takes each Row subtracts 1 and then multiplies this number by 8. This can be expressed as simply as saying multiply the Row * 8.
This will always return an Even Number and could have been simplified to Row()*2
MOD((ROW()-1)*8+COLUMN(),2)=0
The next bit adds the column number to the previous Even Number.
So now this part will be Odd when the column is Odd and Even when the column is Even.
MOD((ROW()-1)*8+COLUMN(),2)=0
The remainder of the formula is the same as the Zebra Stripes formula.
An Odd Number (Odd Columns) in the section above will return a 1 as the result of =Mod(Odd,2)
An Even Number (Even Columns) in the section above will return a 0 as the result of =Mod(Odd,2)
When evaluated against 0 will return True for Even Columns and False for Odd Columns.
Now the exact same happens in the False section of the If formula except that it is evaluated against 1.
=ISODD(ROW()+COLUMN())
I tackled this problem from a different direction to Chandoo.
Knowing that Even + Even = Even and Even + Odd = Odd and that the row and Column Numbers increase in each direction by 1 each Row/Column, it was simply a matter of adding the Row and Column numbers together and checking if it was Odd or Even
The Excel function IsOdd() and IsEven() both return a Boolean “True” if the contents are Odd or “Even” respectively. This negates an external truth check as described above.
This is easily shown by adding a formula to the Checker area
=Row()+Column()
Excel 2003: The above formula won’t work in Excel 2003.
Try this instead =Mod(Row()+Column(),2)=1
If the alternate shading is required a switch to
=ISEVEN(ROW()+COLUMN())
Does the trick.
Excel 2003: The above formula won’t work in Excel 2003.
Try this instead =Mod(Row()+Column(),2)=0
Learn More About Conditional Formatting Here:
http://chandoo.org/wp/2009/03/13/excel-conditional-formatting-basics/
and
http://chandoo.org/wp/2008/03/13/want-to-be-an-excel-conditional-formatting-rock-star-read-this/
and
http://chandoo.org/wp/2008/10/14/more-than-3-conditional-formats-in-excel/
DOWNLOAD
You can download a copy of the above file and follow along, Download Here.
OTHER POSTS IN THIS SERIES
You can learn more about how to pull Excel Formulas apart in the following posts
Formula Forensics 001 – Tarun’s Problem
Formula Forensics 002 – Joyce’s Question
Formula Forensics 003 – Lukes Reward
Formula Forensics 004 – Freds Problem
We Need Your Help !
If you have a neat formula that you would like to share and explain, try putting pen to paper and draft up a Post as Luke did in Formula Forensics 003. or this post.
If you have a formula that you don’t understand and would like explained but don’t want to write a post also send it in to Chandoo or Hui.
49 Responses to “Project Management Dashboard / Project Status Report using Excel [Part 6 of 6]”
[...] display milestones Part 4: Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Excellent!
I was looking forward to this and you've done it again...Shame I can't claim it was all my own work 😉
ps hope you're getting enough sleep
Excelent !!! Tks to share your knowledge with us.
Izabel
Sao Paulo - Brazil
Nice job!.
I'm also keen on PM Excel Dashboards. Please, take a look at
http://screencast.com/t/TyaxH5r4mDf
That's one example of my Project control Spreadsheets.
Cheers
Hi Miguel,
Do you share your PM Excel Dashboards? It looks awesome.
Regards,
Germán
Hi M. Miguel,
Can you share your Excel Dashboards? Awesome work BTW.
Regards,
Michel Levesque
Can you share the PM excel template?
[...] haired Dilbert hat zum Abschluss einer Artikeserie zum Thema Projektmanagement mit Excel eine Anleitung zum Bau eines Projekt-Dashboards veröffentlicht. Ein Dashboard ist eine Visualisierungsform für große Mengen von meist [...]
Quite a nice and helpful article. I am sure excel is one of the most used application across many many big companies. And your info on project status update using excel would surely be usefull. Keep up the good work on this blog site. Also to share there are some open source flash-based graphing and charting solution which caould also be used on any project..
http://askwiki.blogspot.com/2009/07/how-to-create-quality-charts-using.html
@Alex, Izabel .. thank you 🙂
@Miguel: Thank you. Your dashboard looks very good. It is inclined towards the budget and finances of the project. I have kept those aspects out of this series. May be I will revisit the financial aspect of projects at a later point.
@Rishil: Thank you. Yes, you can create flash based charts (or even simple image based charts) and embed them in a project dashboard that can be published to the team using intranet (like sharepoint). This is how large companies usually do it. Thanks for sharing the Askwiki article.
Great looking dashboard!! Do you have a version for the Mac versions of Office available?
Thanks
Chandoo,
this is great piece of collating info.I liked it and shall try using it in office.
Thanks for the all hard work behind this.
Chandoo,
Kudos. This is really as simple as it gets for laymen. We did this sort of stuff in Consulting - but this can now become really simple for people. Will have my team look at this! Great work.
thanks,
Mrigank
[...] I suggest reading my 7 part series on project management using excel. Starting with Excel Gantt Charts to Project Dashboards. [...]
Just downloaded the project management template bundle...great!
Have you done anywork on a Project Portfolio Dashboard template?
@Bw... Thanks for getting a copy of the templates. 🙂 I have worked on few assignments where we built such templates. But these are similar to other regular dashboard templates. I will share some of these ideas in a later post someday. Meanwhile if you have any ideas on how to structure project portfolio dashboard, let me know using comments or email.
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] display milestones Time sheets and Resource management Part 5: Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Thanks fro the great ideas! To get a sense of the layout and design of a Dashboard more geared toward Cost and Schedule anaysis, check out the example Dashboard at http://www.ProjectDashboards.com which was built entirely in excel.
hey,
i just need a simple Chart where by i can show some of the projects by % wise. no dates required.
1st column Project name and 2nd column will be status (filled with %). can you pls help me out.
Thanks.
@DS... if you have excel 2007, you can use data bars in conditional formatting for this purpose.
Hi Chandoo - this series is an excellent resource and tutorial, thank you for sharing.
When I sat down to consider what my dashboard should look like, one of the most important features for me is to be able to maintain version control and to show simply on what version is on display.
Apart from the naming convention of the file name, is there a good way to do this within a dashboard? I'd be interested to hear your thoughts!
@Larph: Welcome 🙂
> You can do version control thru Macros (but always remember that your audience can disable macros)
> Another option is to use a static time stamp / version number in the title page of dashboard that you update manually whenever you make changes to the file
> In excel 2010, you can keep track of file versions from File menu. This can be used to select a previous version of dashboard.
> Best option is to use a version control system like SVN or upload files to Sharepoint or something like that. This will take care of versioning for you (although it is a bit technical and dashboard audience may have difficulty figuring the versions out).
> The easiest option is to use filenames and the CELL() formula to get the version number (or date) from the filename so you can show it on the dashboard.
Hi Chandoo... I'm following you from Brazil...
I would like to thank you for the tips about excel, mainly with dashboards ... It helped me a lot …
Take care...
Di
On the dashboard when I print, the text is blanked out in the middle of the Issues list - suggestions on how to fix?
[...] Project Management Dashboard in Excel [...]
Hi Chandoo, do you have an equivalent Project Management Dashboard / Project Status Report for MS Office 2010?
As a Microsoft trainer I'm interested in your choice of Excel for project management. I'm assuming that you've tried Microsoft Project and have decided not to use it? We get folks on our MS Project courses who've tried to use Excel for PM purposes and none of them have made such an impressive project plan, but I wonder is it worth all the effort?
This looks very interesting. How may I be a part of this
Does this template work in Google Spreadsheets?
Many thanks for sharing your expertise with us. Keep up the good work 🙂
Heya i'm for the first time here. I came across this board and I to find It really helpful & it helped me out a lot. I am hoping to offer one thing again and aid others like you helped me.
Hi Chandoo,
Your PM dashboards impressed me so much that I've downloaded the Portfolio and Project Management package. All of the documents look very professional.
I was going through the Portfolio dashboard and I had a question.
When I enter in additional holidays they are highlighted in the gantt chart. Is it possible so that the name of the holiday shows up in the highlighted area of the gantt chart.
Thanks
Adam
[...] Project Status Dashboard [...]
[...] Project Status Dashboard in Excel [...]
[...] Project Management Dashboard in Excel [...]
can you confirm that the downloads will work on a mac - excel for mac v14.3.6
thanks
Made a slight variation on the schedule sheet,
1. Add a date column for start
2. In week column cell use =weeknum() and link to date cell
3. Hide week column
When you enter in a date for each task the week number is populated accordingly
simple but more effective, you can also dynamically link the date cell to your MSP project file for even more automation!!
I purchased a copy of the project management dashboard excel file. I misplaced the password to unlock the file and make modification. Can you please resend the password.
Thank much in advance...
Hi there! I just would like to give you a big thumbs up for your great info
you've got right here on this post. I'll be returning to your website
for more soon.
I bought ur project management template just want to know how to hide the budget section from portfolio?
Hi, Thanks - very good job you've prepared!
You've inspired me as well 🙂
Best regards
Hello!
I am using a gantt chart template which i got from your website. All is good just when I add all my acitivities in data spreadsheet and then go back to gantt chart to view them, I only see first 9 and then I need to keep scrolling for the next ones. is it possible to see most of the activities if not all in the single frame.
thanks for answering!
This is my first time pay a visit at here and i am actually happy to read all at alone place.
I am interested in your dashboard; downloaded the locked version, unable to use it...do you have a user guide that is available that I can see and use on the locked version?
Please send me daily newsletter
Hi,
I downloaded the PM dashboard and the gantt chart only has dates till the year 2016. How do I change this to include 2017 FY as well.
When I enter a activity for this year , it fails to show up on the chart.
Hi
Would.like to purchase the project management .kits
Pls share the payment link in INR
Also share your contact number to speak with you
Regards
Hari
9384825926