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(English (Auto-Generated) ) Excel Tutorial - Dynamic Progress Bars With Checkboxes & Conditional Formatting (DownSub - Com)

This tutorial teaches how to create dynamic progress bars in Excel using checkboxes and conditional formatting. It covers inserting checkboxes, linking them to cells, calculating completion status, and applying conditional formatting to visually track project phases. The tutorial aims to enhance Excel skills for effective project management.

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deepulikeu
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0% found this document useful (0 votes)
20 views4 pages

(English (Auto-Generated) ) Excel Tutorial - Dynamic Progress Bars With Checkboxes & Conditional Formatting (DownSub - Com)

This tutorial teaches how to create dynamic progress bars in Excel using checkboxes and conditional formatting. It covers inserting checkboxes, linking them to cells, calculating completion status, and applying conditional formatting to visually track project phases. The tutorial aims to enhance Excel skills for effective project management.

Uploaded by

deepulikeu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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welcome to now how where we bring you

practical Excel tutorial to level up


your spreadsheet skills in today's
tutorial we will dive into the world of
progress bars using checkboxes and
conditional formatting this technique
will add a dynamic touch to your project
stay tuned to learn how to visually
track progress in the Excel like a pro
first of all I would like to share the
highlights of what we will be learning
in this tutorial here you can see that
we have the project name and we can list
different project over here then we have
the phases like for example each project
is completed in different phases so we
have the phases and we will be learning
to develop such check boxes over here
and after this we have the completion
status in the form of progress bar and
at the end we have the status that could
be in progress or
completed and we want that
as soon as we complete any phase or
section of the project we just make a
tick over here and when we tick the
completion status is changed as we tick
into these check boxes and as soon as
this 100% is completed the status is
automatically changed from in progress
to completed as well as highlighted with
the red color so we will be learning all
this in this tutorial keep connected
with me till the end of this video and I
promise you that you will learn many new
things about the Microsoft Excel don't
forget to subscribe now how and press
the Bell icon for more
videos so first of all we will learn how
we can insert checkboxes into these
phases for this purpose we have to
enable the developer tab over here if
your developer tab is enabled you can
skip this tab if it is not you have to
right click on anywhere in the tab and
then select the customize
ribbon and after this you just have to
check this
developer and then press okay my
developer tab is already enabled so I'm
going to cancel
this I will go to this developer tab and
then I'll click this insert and select
this
checkbox and draw the check box in this
cell I will click here and press the
delete button until this text is
deleted and then click outside of this
checkbox I have to right click it and
move it to Center align this into the
cell after this I will drag this handle
to the
right and then to the bottom so that the
check boxes are filled in all the cells
I have to link these checkboxes to the
cell for this purpose I'm going to right
click and then select the format
control and then I will click in this
link
cell and select this cell in which the
checkbox is
present and then press okay so this is
how I have linked this check boox to
this cell I have to do this for all the
cells manually because there is no
shortcut of doing
this so now you can see that as I click
on any cell it gives the value as true
or false if I check it it give the true
and if it is unchecked it gives the
value as false I have linked these check
boxes to the cell so that I can
calculate the completion status in the
numeric values as well to remove this
unnecessary text Behind These checkboxes
I'm just going to select these
checkboxes and I will change the font
color to
white so now I wanted to calculate the
completion status in terms of the
numeric value for this purpose I want to
calculate the number of the true or the
false value so I'm going to calculate
the number of true values with the help
of function count if so I will write
equal count if hit the Tab
Key and first I have to select the range
so I will select all these
phases after this I'll put comma and
then my criteria is the true so I will
write true in inverted commas I will
close this bracket and press enter so
now you can can see that as I click in
any phase the completion status is
calculated the form of the numbers to
change this number into percentage I
just simply divide it on the number four
because there are total four
phases after this I will select this
cell and press this percent sign to
change it into percentage so now you can
see that it is showing the completion in
the form of
percentage I'm going to left Line This
percentage another thing that I want to
add is the progress bar to change this
percentage into progress bar I will keep
select this cell and then I will go to
the conditional formatting under the
Home
tab and here I will select the new
rule I will keep select the first option
that is the format all cells based on
their values and here under the format
style I will select the data
bar I will change this minimum to number
as zero and the maximum value is also
changed to number and here I will write
one I can also choose the
color and then I'll press okay to apply
this on all the rows I will drag this to
the
down
so now as I check into different check
boxes you can see that the progress is
being calculated in the form of
percentage now the last thing that I
want to write over here is the status so
as you know that until this progress is
changed to 100% the status will be in
progress and if this percentage is
changed to 100% then it means that the
project has been completed so I will use
the IF function to give all these
condition to this cell so here in this
cell I will write
equal if bracket start this percentage
is equal
to
100% then the project is
completed so I'll write in inverted
commas completed
otherwise it is in progress so I will
write in inverted commas in
progress close this bracket and press
enter to apply this to all the cell I
will drag this handle to
down you can see that if I check the
fourth column the status is changed to
completed I also want to highlight this
completed so for this purpose I we have
to use the conditional formatting I will
select this cell and I will go to the
conditional formatting under the Home
tab here I will select this new rule and
here I will select this format only
cells that
contain and the option I will choose is
the specific
text and the text I will write over here
that is
completed after this I'll press this
format I wanted to fill this cell with
the color so I will select any
color I can choose any F effects so I
will click
this I will choose the color that is red
and from the shading style I selecting
this from Center and press
okay again I have to press
okay and
okay to apply this to all cells I'll
drag this handle to
down and now you can see that it is
showing me the completed project as red
and there you have it we hope you found
this tutorial on creating progress Parts
with checkboxes and conditional
formatting in Excel helpful if you
enjoyed this video don't forget to give
it a thumbs up subscribe to now how for
more Excel insight and hit hit that
notification Bell so you stay updated
feel free to leave any question or
suggestions in the comment section below
until next time happy spreadsheeting

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