Ah, you thought I will let you go to the next decade without a “year in review” post? No so fast my friend, not so fast.
[This post is a bit long by our standards, but full of gooey excel goodness. So get a cup of coffee or choco and get going]
January 2009
The year 2009 has been pivotal in PHD’s life. It all started with a friendly email from Microsoft on Jan 1st telling me that PHD become an MVP. I felt wonderful knowing that. Even though the award meant little in terms of benefits, it is a great tribute to our little community and the passion we share here.
Later in the first week we wrote a post on how to make combination charts in excel. The discussion on combo charts continued throughout the year, so much that when I posted a holiday greeting card at the end of the year, Santhosh, one of our regulars said that they card looked like a combo chart.
Most importantly we have crossed the milestone of 2000 RSS subscribers in the Jan 2009. To celebrate that I posted one hundred excel tips. That was fun (plus Jo hated me for sitting in front of computer that long).
February
February is fun. I started off the month with an excel twitter client. Which became a wild hit on internet (ok, not so wild, but few of the other blogs in excel community did mention it. Also, JP, the rockstar VBA blogger at codeforoutlookandexcel made an add-in out of it)
Later in the month I got too excited to discover that you can use excel data filters to make a dynamic chart. By far the cheapest and easiest way to make a dynamic chart. We continued the discussion on dynamic charts for the rest of the year and posted several ways to make them.
March
I celebrated the one year anniversary of “conditional formatting rockstar” post by writing 5 more posts on excel conditional formatting. The series started with conditional formatting basics and went on to talk about how you can solve 4 most common problems using excel CF.
We also started writing about excel array formulas and continued that discussion off and on. Array formulas area fun and easy to write (once you have the basics right).
April
This has been a dull month what with my transfer from India to Sweden and sudden lack of internet connectivity. Despite all that we wrapped our first visualization contest on budget vs actual charts and posted some really excellent charting alternatives to the familiar problem.
PHD is also featured on Lifehacker for the Excel Formulas Errors – How to handle them? post.
May
We have proposed “Tweetboards” as an alternative to traditional dashboards and generated good bit of discussion in May. Later several readers emailed me their tweetboard implementations. Slowly tweetboards are spreading in the wild 😉
We also rounded up all the Excel 2007 Productivity Tips.
June
I have stared the Project Management using Excel series in this month with Project Management Gantt Charts. The 6+1 posts soon became legendary and helped me launch the project management templates. In total these posts had more than 200 comments, 150k page views in a short time.
June also was the best month PHD’s history as the blog got featured again on Lifehacker and Delicious home pages for the Excel Mouse Tricks post. Later that month we have rounded up all the techniques you can use to convert excel files to pdfs.
July
We focused on charting more and had the 14 skills you must have for making better charts. I have also written about the all too familiar sumif with multiple criteria problem and some formula solutions for it.
Later that month my post on Using Excel Goal Seek and Finding how much you need for retirement got mentioned in Lifehacker and fetched me a ton of new visitors.
August
Thanks to Aaron, who guest posted about excel waterfall charts in August. In august, I have turned my attention towards the pivot tables and wrote Excel Pivot Tables Tutorial. I have been playing with pivots off and on for a while and this post was my first serious attempt to explore the features. Later I wrote more about them and I am planning to explore pivot tables further in 2010.
In august, we have also crossed the 5000 RSS subscriber mark and celebrated it with a huge contest. Later that month I have wrapped up all the contest entries in the Excel Formulas – 29 tips post.
September
I have started the month with a discussion on Pareto Charts and how to make them in excel. Later that month I wrote about Excel Data Tables features. Both of these posts attracted a lot of discussion and helped me learn valuable new tricks in excel.
Later that month, on September 24th, I became a dad. My life has been the most wonderful and beautiful ever since.
October
In October we wrapped up the project management series with a Project Status Dashboards using Excel. Later that month I have launched the project management templates for excel product. I met several new customers and started to believe that I can make a living out of this blog.
November
In November, we started our most ambitious visualization challenge ever with the Zoho Sales Data Visualization challenge. We now have more than 30 excellent entries and I am waiting for Jan4th when we announce the voting for winner.
Also I have posted about the sumproduct formula and reviewed excel 2010.
December
We started the month with a discussion on using drawing shapes along with charts to make better dashboards. Later in the month I have written about making a quick thermo-meter chart and posted alternatives to compare targets using charts.
Finally I have released the free 2010 calendar excel for you to download and print copies.
To wrap up,
I liked this year thoroughly. Personally it has been nothing short of an exciting ride. We became parents, Jo got promoted, we purchased small piece of land (where we are going to build our dream house) and things couldn’t be better.
Blogwise, the year is equally exciting. I am extremely thankful to all of you for being there for me and encouraging me to learn and share. I met several new people thru this medium and made new friends.
I hope the year had been a memorable experience for you as well.
I sincerely wish you a prosperous new year 2010. Thank you.
PS: Those of you who visited the site yesterday must have seen the nagging “Database error”. I am sorry, but there was a problem when I moved the blog to a different server and the DB went down for almost 24 hours. Now it is up and running smoothly. Let me know if you see something funny.
28 Responses to “Team To Do Lists – Project Tracking Tools using Excel [Part 2 of 6]”
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Part 3: Preparing a project time line [upcoming] Part 4: Time sheets and Resource management [...]
the templates are great (I bought the combo).
What I'm missing is a way to have the project gantt chart and reporting with the data per resource, in such a way that I can also show the occupation per resource on an extended gantt chart.
So with hours entered per person per project or sub-activity, to show a gantt chart of how many hours/days a person spent on which project (or plans to spend).
[...] from: Team To Do Lists - Project Tracking Tools using Excel [Part 2 of 6] 25 Jun 09 | [...]
Hi Chandoo,
Funny I have a post on the value of MS project lined up which I will post when the current monster project I'm working on finishes and I get some free time!
I'm not sure this would help with any of the projects I've worked on, closing down a to do list seems like more effort than it's worth, but it might be useful for some things. I guessing it doesn't, but does the time stamp not update when you recalculate the work book?
keep up the good work!
Ross
@Ross.. Thanks for sharing your ideas... I think to do lists are a great way to keep up with project activities and ensure accountability from individual team members, when they are implemented right.
"I guessing it doesn’t, but does the time stamp not update when you recalculate the work book?"
Your guess is right. When you change the calculation mode to "iterative", excel takes care of the nittygritties and retains older values in circular references in formulas.
[...] Project Management in Excel [New Series] - Gantt Charts | To Do Lists [...]
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
Hi Chandoo,
The template give me lot of convenience to monitor the thing to do. It simple. Thank You
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
[...] make sure you have read the first 4 parts of the series - Making gantt charts [project planning], team todo lists [project tracking], project time lines chart [reporting] and Timesheets and Resource Management using Excel. Also [...]
Chandoo,
I really do not see any befit to this function in Excel unless it was somehow tied into some other chart. That is say a scheduled activities % complete is based on the to-do list.
The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless.
@Brian... Once you have a todo list up and running, it is easy to get metrics out of it. I didnt propose it as it might look a bit too micro-management-ish.
I am able to understand what you meant by "The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless."
Can you explain?
"Chandoo"
What I mean is this. Lets say you have 10 task which are part of one activity/WBS that is in your schedule. One there are very few cases were many people would be assigned to complete this one scheduled activity with no direction being given who should what of the 10 task. It is poor management, and the task 90% of the time would not get done in a timely manner if say 4 people were responsible. Secondly, you are assuming all 10 task are independent of each other. You might need to do task 1 thru 3 before you can do task 4, and to do task 7 you might need to do 4 and 6. Thirdly, the time it would take to compile and then fill out the to-do-list even in limited applications is really not worth it.
I just see almost no applications why a team would need to inform others separate from the schedule that they have completed a task on a to-do list unless anyone of the 4 people could of completed that task.
My point is, there might be a few very limited applications for this type of list but this list would be worthless as a Project Management tool in every other case.
However, change this from a to-do-list to a document change log and it is perfect. Instead of to-do it is the documents name or summary of what changed in the document. The person is who edited the document, and the time stamp is when they checked it in. But I do not know why you would use excel when there is free software you can use commercially that is 10 times better that does document management.
I think using excel to do Project Management over a real Project Management application is a bad idea. Unless you are running a very small, simple project, the time and effort is a lot more to use excel compared to the cost of the Project Management software.
This comes back to my point, I love your site, however, just because you can do something in excel does not mean you should do it. To often the time it takes to use excel is wasted 10 times over from the cost of doing it in an application designed to for the specific application.
@Brian: The todo list mentioned here is meant to keep track of all the tasks for which detailed planning is not necessary but some sort of tracking is needed. These are not be confused with project activities (a la gantt chart).
I like your suggestion about using this as a document tracker. Pretty cool use.
Coming to your point about excel as a real project management tool, well, I have my views, but in a serious project environment, it would surely payoff to have a dedicated project management application.
[...] & tracking a project plan using Gantt Charts Team To Do Lists – Project Tracking Tools Project Status Reporting – Create a Timeline to display milestones Time sheets and Resource [...]
Chandoo,
Wonder how the timestamp column will maintain its previous data. Both Today() and Now() functions will update as and when the next timestamp happens.
[...] Preparing & tracking a project plan using Gantt Charts Part2: Team To Do Lists – Project Tracking Tools Part3: Project Status Reporting – Create a Timeline to display milestones Part4: Time sheets and [...]
I've combined this with the issue tracker since I like the automatic date stamp, but one thing I'm noticing is that I can't replicate the chart that goes along with the issue tracker because the cells that are referenced have the formula that inserts the time stamp instead of a the actual date value. All the dates of the last 30 days display 0 when they should have a value.
Is there a way around this?
I have edited the chart so that my team members can update the percentage completion of the assigned tasks. When the cell is updated, i would like the time stamp to update. How would I manipulate the formula to update whenever the drop-down list is changed?
[...] … ??? To Do List [...]
Excel is great however sometimes you need to get a better idea of what tasks each person on your team is working on at any given time. We've developed a web app that can do just that! Each person has a list of tasks, listed in the order they have to complete them.
HII,
I want to expand the database through excel where i am working on 11 cities as of now and i want to expand it upto 50 cities and hence forth the data related to it will also expand so i want to make it precise where i can get updates also that this work is required to be done at that particular day or date
Thanks for making all of this information available for free. I am currently using excel to track everything for the first time. I later plan to output our information here with a more visual presentation. Wish me luck!
Can some one point me out to some additional direction on the "Who Finished it?" column? Something more 'basic' for a newbie excel guy? lol I got everything else working on this tutorial but that column. I can't seem to recreate it and I know a lot of it is due to lack of knowledge with VB code. I'd like to recreate this column very much 🙁
Dear Chandoo,
Thanks for the team to do list, kindly let me know how to set the column who " finished it " from another work sheet
Hi Chandoo,
Unable to download it - can you please check the link and confirm.
Great inhisgt! That's the answer we've been looking for.
Hi Team,
I know u all are the best programmers in the world!!! that's I am here to rectify my issues. here is my question please ans me as soon as possible before 8-3-2017 its really urgent.
I have a project named the production tracker.
1) I require the user form which shows the names of the Associates which are linked to the different tracks. when the user is selected the particular track related details and dropdowns should appear.
2) I need to track the associate needs how much of the time to complete the particular task. with start stop and pause and resume timer.
3) It should display the daily count of the production and save the data to the another Excel file.
this production tracker should save all the data no matter how many people logs in into it.
Please help me for this it will be very appreciated.
you can directly email me on my mail ID: tusharkch694@gmail.com