# How to Create a Workflow Tracker in Excel (with Easy Steps)

### Step 1 – Creating a Dataset for the Workflow Tracker

• Input the starting dates in the Starting Date column.

• Insert the due dates in the Due Date column.

### Step 2 – Calculating the Required Days

• We add a Days Spent column to our dataset.

• To calculate the Days Required, use the following formula in cell F5.
=D5-C5

This formula simply subtracts the Due Date from the Starting Date.

• Hit Enter.
• Drag down the formula with the Fill Handle tool.

• You can see the complete Days Required column.

### Step 3 – Determining the Progress

• Use the following formula in cell G5.
=E5/F5
• This divides Days Spent with Days Required.

• Hit Enter.
• Select cell G5 and go to the Home tab.
• From the Number group, select Percentage.

• Drag down the formula with the Fill Handle tool.

• You can see the complete Progress column.

### Step 4 – Determining the Status of the Tasks

• Use the following formula in cell H5.
=IF(G5=100%, “Complete”, “In Progress”)

Formula Breakdown

• IF(G5=100%, “Complete”, “In Progress”) → the IF function does a logical test between a given value and the value we expect.
• IF(G5=100%, “Complete”, “In Progress”) → becomes
• Output: In Progress
• Explanation: Since the logical test is False, the IF function returns In Progress.

• Hit Enter.
• Drag down the formula with the Fill Handle tool.

• You can see the complete Status column.

### Step 5 – Determining the Residual Percentage of Work

• Use the following formula in cell F5.
=1-E5

• Hit Enter.
• Drag down the formula with the Fill Handle tool.

• You can see the complete Remaining column.

### Step 6 – Finding the Overall Project Progress

• Merge cells F15 and F16.
• Use the following formula in cell F15.
=AVERAGE(E5:E12)

• Press Enter.

### Step 7 – Creating a Project Workflow Report

• Calculate the Total Days Required with the following formula in cell C20.
=SUM(D5:D12)

• Hit Enter.

• Determine the Total days spent with the following formula in cell C21.
=SUM(C5:C12)

• Hit Enter.

• To find the Overall Progress, use the following formula in cell C22.
=C21/C20

• Press Enter.

### Step 8 – Determining the Task Status

• Use the following formula in cell F20 to get the number of Completed tasks.
=COUNTIF(G5:G12, “Complete”)

Formula Breakdown

• COUNTIF(G5:G16, “Complete”) → the COUNTIF function determines the number of cells based on criteria.
• G5:G16 is the array
• Complete is the criteria
• COUNTIF(G5:G16, “Complete”) → becomes
• Output: 2
• Explanation: 2 is the number of cells that are Complete.

• Hit Enter.

• Use the following formula in cell F21 to get the number of In Progress tasks.
=COUNTIF(G5:G12,”In Progress”)
• Hit Enter.

• To get the percentage of tasks that are Completed, use the following formula in cell G20.
=F20/(F20+F21)

• Hit Enter.

• To determine the percentage of tasks that are In Progress, use the following formula in cell G21.
=F21/(F21+F20)

• Hit Enter.

### Step 9 – Inserting a Column Chart

We will insert a column chart to show each Task for their corresponding Progress and Remaining percentage.

• Press and hold the Ctrl key.
• Select the Progress and Remaining columns.
• Go to the Insert tab.
• From the Insert Column or Bar Chart group, select 2D Stacked Column chart.

• You can see the Column chart.
• Edit the Chart Title.

• Here’s the result.

Read More: How to Create Workflow Chart in Excel

### Step 10 – Using a Pie Chart for Percentages of Total Tasks Completed+

• Select cells E20:E21 and cells G20:G21 (hold Ctrl while selecting).
• Go to the Insert tab.
• From the Insert Pie or Doughnut Chart group, select 3D Pie chart.

• You can see the 3D Pie chart.
• Edit the Chart Title.

• Here’s the Pie chart for Task Status.
• Click on Chart Elements and check Data Labels.

• Here’s the pie chart.

• Here’s the entire tracker.

## Related Articles

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Afia Kona

Afia Aziz Kona, a graduate of NAME from Bangladesh University of Engineering & Technology, Bangladesh, serves as a technical content creator in the ExcelDemy project. Possessing a passion for innovation and critical thinking, she actively embraces challenges. Beyond her engineering background, Afia exhibits a keen interest in Excel, having authored numerous articles on Excel & VBA-related issues to simplify the experience for users facing obstacles in Excel. Apart from creating Excel tutorials, she is also interested... Read Full Bio

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