How do I create a Tickler report using MS Excel?
 

I know you can create reports based on when a project is due or in process
using a Tickler, but how is a tickler initiated?

Answer: How do I create a Tickler report using MS Excel?
 

To create a Tickler report in MS Excel, you can follow these steps:

1. Open a new Excel workbook and create a table with columns for the project name, due date, and status.
   
2. Enter the project names and due dates in the appropriate columns.
   
3. In the status column, you can use a drop-down list to indicate whether the project is in progress, completed, or overdue.
   
4. To initiate the Tickler, you can use conditional formatting to highlight the projects that are overdue or due within a certain timeframe. To do this, select the cells you want to format, go to the Home tab, and click on Conditional Formatting. From there, you can choose a formatting option based on the due date.
   
5. You can also use formulas to calculate the number of days until a project is due or the number of days it is overdue. To do this, create a new column and use the
   Code:

   ---

   DATEDIF

   ---

   function to calculate the difference between the due date and today's date. You can then use conditional formatting to highlight the projects that are overdue or due within a certain timeframe based on the number of days.
   
6. Finally, you can add filters to the table to make it easier to sort and view the projects based on their status, due date, or other criteria.

In summary, a Tickler report in MS Excel is initiated by using conditional formatting and formulas to highlight and track projects that are overdue or due within a certain timeframe. By creating a table with columns for the project name, due date, and status, and adding filters to the table, you can easily sort and view the projects based on their status, due date, or other criteria.