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EXCEL SPREADSHEET - FORMULAS + FILTERS + DESIGN (EXCEL SKILLS)

  • Posted:
  • Proposals: 3
  • Remote
  • #4396862
  • Awarded
IMnS AssociatesSafeer H.Muhammad I. have already sent a proposal.
  • 1

Description

Experience Level: Entry
I have built an Excel spreadsheet which I would like someone with good Excel skills to take a look at. Need to have it jazzed up and make sure filters are working. For an expert should be less than 30 mins work.

Ask is the following on KANBAN TAB have a total of 9 Swim Lanes (Currently 7):
Need to be called: GAPS, BACKLOG, IN DEVELOPMENT, IN ANALYSIS, READY FOR RELEASE, RELEASED, BLOCKED, LOW CONFIDENCE, WITHDRAWN

For each of the entries on the setup sheet once they are given a STATUS they should be added to that Swim Lane.

In terms of entries the spreedsheet should be able to support upto 500 lines of entries.

The filters on the KANBAN tab need to work. The additional one of Closed simply needs to give a total of the number of checkboxes ticked on the Tasks list as well as showing the entries in the Released Swim lane.
The status summary needs to reflect the 9 swim lanes. Upcoming deadlines needs to show the next 10 items and highlight in red any due in next 30 days, orange any in next 60 days.

The filters, Status Summary Upcoming headlines need to look presented well above the Swimlanes. If also for each of the Owner (CAT, DOG, FISH, OWL) if a Progress wheel which works out % of category completed. (Completed is Released + Withdrawn).

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Clarification Board Ask a Question

  • MUHAMMAD R.

    Could you confirm if entries should automatically move between swim lanes based on status changes in the Setup sheet, or if a manual update will still be required? Also, should the progress wheels for each Owner (CAT, DOG, FISH, OWL) update dynamically based on task status, and how would you like these visualized (e.g., donut charts or progress bars)? Lastly, can you clarify whether the "Closed" filter should isolate released tasks only, or include both Released and Withdrawn, and whether ticking the checkbox should automatically mark them as completed?

    Richard M.27 Jun 2025

    On the Task sheet when you change the status from development to pending release when you go to the kanban board assuming the filters are set to all the entry should be in the pending release swimlane. In terms of visualisation as they are laid out currently in the lanes and displaying a couple of key parts of information. Closed filter on the table should show a dynamic count of the checkboxes from the task list and also give the option once selected all items from the task list that are marked as closed or simply marked as released will display in the released swimlane. If the ones with marked checkbox could be highlighted someway be appreciated.

    MUHAMMAD R.27 Jun 2025

    Once a task status is updated on the Task sheet, the Kanban board should dynamically reflect that status under the correct swimlane (e.g., "Pending Release"), assuming filters are set to "All"—correct?
    – For the "Closed" filter, should it only show items with the checkbox ticked, or both ticked and "Released" statuses? And would you prefer the ticked ones to be highlighted with a specific color or visual marker?
    – Lastly, for the Owner progress visuals (CAT, DOG, etc.), would you like these shown as circular charts or progress bars above the swimlanes, and should they update based only on "Released + Withdrawn" items?