To-do List with Priorities using Excel

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A while ago, we published a new year resolution template. This was a hit with our readers with thousands of you downloading it. During last week, Peppe, one of our readers from Italy, took this template and made it even more awesome.

The original template had tasks and completion check marks. As you finish each task, you can see overall progress too.

Peppe added priorities to this. With his new version, progress is measured based on how much priority we assigned that particular task. Pretty neat eh?!?

Personal Todo list with Priorities – Demo

First take a look at Peppe’s todo list.

How is this made?

Using lots of Excel goodness of course. The basic components of this todo list are,

  1. Check boxes – to mark each activity as done (or not done)
  2. Data validation – to assign priority (1 to 5) to each activity
  3. Conditional Formatting – to highlight a row when the activity is marked as done
  4. Thermo-meter chart – to show the progress as you mark each activity done
  5. Formulas – to calculate % done based on how many activities are done & their priorities.

Since first 4 items are already explained on Chandoo.org, let me focus on the formula part.

Calculating % completion based on priorities:

To understand this problem, lets imagine, we have 5 tasks & priorities like below:

Data for calculating percentage done - todo list with priorities

Step 1: Calculating weights

First step is to calculate how much weight each task should get. This is a simple job of inverting priority values (1/priority value). We will get this.

Calculating Weights from task priorities - Todo list with priorities

Step 2: Calculate weights to 100%

Next, we adjust the weights so that their total is 100%. To do this, we just divide a task’s weight by total of all task weights.

Calculating weights to 100% - todo list with priorities

Step 3: Calculate % done only if a task is marked as done

Now, we just use TRUE / FALSE values generated by the check boxes to calculate % done. For this, we just need to multiply 100% weights with TRUE or FALSE values.

Final calculations - todo list with priorities - Excel template

The total of this column gives us how much % of all tasks are done.

Note on weights for priorities

In this approach, we are assuming that doing one priority 1 task gives same output (%done) as doing two priority 2 tasks, three priority 3 tasks etc.

That means the weight enjoyed by priority 1 task is twice that of priority 2 task.

Some other possibilities are,

  • Priority 1 is 1, 2 is 0.8, 3 is 0.6…
  • A mapping table telling us how much each priority weighs

Read weighted averages in Excel to understand more.

Download this todo list template

Click here to download this template and chase that todo list in style. Examine the formulas in hidden column to understand this better.

Thank you Peppe

I find this template quite simple, yet powerful. It shows how much we can do with Excel by using a little creativity, simple features (conditional formatting, form controls etc.) and a some motivation.

Peppe, Thank you so much for sharing this with us.

If you enjoyed this todo list template, go ahead and say thanks to Peppe.

Also, use comments to share how you handle to dos & pending tasks using Excel. Share your tips & ideas with all of us.

Update

Over in the Chandoo.org Forums, Asshu has updated this witha VB Interface
Have a look and use if from: http://chandoo.org/forum/threads/to-do-list-vb-interface.28973/

 

More todo lists: Simple todo list in Excel, To do lists & Project Management

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12 Responses to “29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]”

  1. Peder Schmedling says:

    Some great contributions here.
    Gotta love the Friday 13th formula 😀

  2. Aires says:

    Great tips from you all! Thanks a lot for sharing! bsamson, particularly you helped me on a terribly annoying task. 🙂

    (BTW, Chandoo, it's not exactly "Find if a range is normally distributed" what my suggestion does. It checks if two proportions are statistically different. I probably gave you a bad explanation on twitter, but it'd be probably better if you fix it here... 🙂 )

  3. John Franco says:

    Great compilation Chandoo

    For the "Clean your text before you lookup"
    =VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0)

    I would like to share a method to convert a number-stored-as-text before you lookup:

    =VLOOKUP(E20+0,F5:G18,2,0)

  4. Chandoo says:

    @Peder, yeah, I loved that formula
    @Aires: Sorry, I misunderstood your formula. Corrected the heading now.
    @John.. that is a cool tip.

  5. Eric Lind says:

    Hey Chandoo,

    That p-value formula is really great for a statistics person like me.

    What a p-value essentially is, is the probability that the results obtained from a statistical test aren't valid. So for example, if my p value is .05, there's a 5% probability that my results are wrong.

    You can play with this if you install the Data Analysis Toolpak (which will perform some statistical tests for you AND provide the P Value.)

    Let's say for example I've got two weeks of data (separated into columns) with the number of hours worked per day. I want to find out if the total number of hours I worked in week two were really all the different than week one.

    Week1 Week2
    10 11
    12 9
    9 10
    7 8
    5 8

    Go to Data > Data Analysis > T-Test Assuming Unequal Variances > OK

    In the Variable 1 Box, select the range of data for week 1.
    In the Variable 2 Box, select the range of data for week 2.
    Check "Labels"
    In the Alpha box, select a value (in percentage terms) for how tolerant you are of error.

    .05 is the general standard; that is to say I am willing to accept a 95% level of confidence that my result is accuarate.

    Select a range output.

    Excel calculates a number of results: Average (mean) for each week's data, etc.

    You'll notice however that there are two P Values; one-tail and two-tail. (one tail tests are for > or .05), the number of hours I worked in week two is statistically equivalent to the number of hours I worked in week one.

    So here’s a way you might want to use this. You put up a new entry on your blog. You think it’s the best entry ever! So you pull your webstats for this week and compare it to last week. You gather data for each week on the length of time a visitor spends on your website. The question you’re trying to prove statistically is whether there’s an average increase in the amount of time spent on your website this week as compared to last week (as a result of your fancy new blog post). You can run the same statistical test I illustrated above to find out. Incidentally, it matters very little to the stat test whether the quantity of visitors differs or not.

    Anyhow, the Data Analysis toolpack doesn't perform a lot of stat tests that folks like me would like to have access to. In those cases I have to either use different software, or write some very complicated mathematical formulas. Having this p-value formula makes my life a LOT easier!

    Thanks!

    Eric~

  6. Balaji OS says:

    Fantastic stuf..One line explanation is cool.
    Thanks to all the contributors

    OS

  7. Locke says:

    Take FirstName, MI, LastName in access (you can fix it to work in excel) capitalize first letter of each and lowercase the rest and add ". " if MI exists then same for last name:
    Full Name: Format(Left([FirstName],1),">") & Format(Right([FirstName]),Len([FirstName])-1),"") & ". ","") & Format(Left([LastName],1),">") & Format(Right([LastName],Len([LastName])-1),"<")

    I teach excel, access, etc etc for a living and i have my access students build this formula one step at a time from the inside out to show how formulas can be made even if it looks complicated. Yes I know I could just do IsNull([MI]) and reverse the order in the Iif() function but the point here is to nest as many functions as possible one by one (also I illustrate how it will fail without the Not() as it is)

  8. Johan says:

    Extract the month from a date
    The easiest formula for this is =MONTH(a1)
    It will return a 1 for January, 2 for February etc.

  9. anjali says:

    if in a column we write the value of total person for eg. 10 if we spent 1.33 paise each person then how we get total amount in next column and the result will in round form plzzzzz solve my problem sir................... thank u

  10. Hui... says:

    @Anjali

    If the value 10 is in B2 and 1.33 paise is in C2 the formula in D2 could be =B2*C2

    If the values are a column of values you can copy the formula down by copy/paste or drag the small black handle at the bottom right corner of cell D2

  11. sajid says:

    kindly share with me new forumulas.

  12. Biswajit Baidya says:

    How to convert a figure like 870.70 into 870 but 871.70 into 880 using excel formula ? Please help.

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