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Using Excel to Filter All Sub Tasks as "Project Completed" or "Open" based on Status of Each Sub Task

Anonymous
2022-09-30T13:58:37+00:00

Hello,

I would like to add a filter to sort through open projects and hide completed ones. I already have conditional formatting that automates "Completed"/Late/NA/Completed Late/On Time - as well as adds solid lines based on solid Integers to better visually distinguish project groupings and as I add a line it will auto +0.1 on the task list. I change the next number to 5 to auto-separate project groups.

I would like to be able to filter by open projects and closed projects. I can't think of a clean equation to identify groups for automating the "project completed" vs "open". Factoring the combined indicators all reading "complete" or Completed Late".

Any ideas or help would be greatly appreciated!

Microsoft 365 and Office | Excel | For business | Windows

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  2. Anonymous
    2022-10-03T12:24:58+00:00

    @EYF613 - Thanks for responding. In Photo 1 I added a a drop-down to manually filter by project. That allows all task numbers within a project to stay visible when filtering. ie. 32.0 - 32.3 then hard line and the next task being 33.0.

    If I filter by TASK indicator (Photo 2) then it will hide completed tasks within projects and mesh projects together. In photo 2 you can see it jump from 3.3 to 28.2, then 28.3 to 2.2, then 2.4 to 4.1. It can make it hard to understand what the overall project is for as maybe Task X.0 best identifies the issue that the rest of the tasks in the project are trying to solve.

    Photo 1:

    Photo 2:

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