How to create interactive calendar to highlight events & appointments [Tutorial]

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One of the popular uses of Excel is to maintain a list of events, appointments or other calendar related stuff. While Excel shines easily when you want to log this data, it has no quick way to visualize this information. But we can use little creativity, conditional formatting, few formulas & 3 lines of VBA code to create a slick, interactive calendar in Excel. Today, lets understand how to do this.

But first, a reminder to join my Advanced Excel masterclass in USA

As you may know, I am running my first ever Advanced Excel & Dashboards Masterclass in USA this summer (May / June 2013). We will be doing 2 day interactive sessions on Excel, advanced Excel, interactive charts, pivot tables & dashboards in Chicago, New York, Washington (DC) & Columbus (OH). If you live near any of these cities and want to become awesome in Excel, please consider enrolling in my Masterclass.

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Back to the interactive calendar

Coming back to our topic at hand – interactive calendar, what do we mean by this?

Well, something like below:

Interactive Event Calendar in Excel - Demo

How to create an interactive calendar from a set of events

1. Collect all the event data in a table

Just enter event data in a table like below:

Interactive calendar - event data

2. Set up a calendar in a separate rate

If your events span several months, then you can use formulas to generate calendar.

In my case, all the events (Masterclass sessions) are in May & June 2013. So I just entered date of May 1st in a cell, dragged it sideways and then re-arranged the cells to make it look like a calendar. At this stage, the calendar should look like this:

set up a blank calendar first - Interactive calendar

3. Name the calendar range

This is simple. Select all the cells in calendar range and give a name to it. I called mine “calendar”.

4. Assign a cell for identifying which date is selected

Select a blank cell in your workbook, give it a name like “selectedCell”. We will use this to identify which date is selected by user.

5. Write Worksheet_selectionchange() event

This will help us identify when user selects a cell in “calendar” range. The below 3 line VBA should do. Please attach it to the sheet where your calendar is.

Private Sub Worksheet_SelectionChange(ByVal Target As Range)
    If Not Application.Intersect(Target, Range("calendar")) Is Nothing Then
       [selectedCell] = ActiveCell.Value
    End If
End Sub

Tutorial: Showing details when user selects a cell

6. Set up the formulas to show details when a valid date is selected

Lets say, each event has 4 details associated with it – title, date, venue & description.

Now, we need to show details of the event when user selects a date in the calendar. Since the selected date is in “selectedCell”, we can use VLOOKUP, IF, IFERROR formulas to do this:

  • Fetch event title in a cell if date selected has an event in it. Else keep it blank
    • =IFERROR(VLOOKUP(selectedCell, table_of_events, event_title_column, false),"")
  • Fetch rest of event details, but keep them blank if date has no events.

Lets say these 4 details are fetched to cells D1, D2, D3 & D4 cells.

7. In calendar sheet, add 4 text boxes and assign them to cells

Finally, in calendar sheet, add 4 text boxes. Assign them to D1, D2, D3 & D4 cells. Arrange and format them as you fancy.

Tip: to assign a cell to text box, just select the text box, go to formula bar and type =D1 press enter.

8. Set up conditional formatting to highlight selected dates

Finally, add a simple conditional formatting rule to highlight the selected dates in calendar. This is simple. Assuming calendar starts at cell A1,

  • Select the calendar range
  • Go to conditional formatting
  • Add new rule
  • Select rule type as “Use a formula to determine which cells to highlight”
  • type the rule as =A1=selectedCell
  • Set up formatting

PS: in my data above, I have used different formula as we need to highlight 2 dates of a Masterclass even when 1 is selected.

Tip: Introduction to conditional formatting.

9. Clean up and formatting

Clean up your worksheets and format the calendar so that it looks gorgeous. And you are done!

Finalized Interactive calendar

 

Download Interactive Calendar Example file

Click here to download interactive calendar example file and play with it to understand this better.

Examine the formulas in “Calcs” sheet & VBA code so that you can see how this is weaved.

Work with calendar data often, then you are in luck

If you use calendar data often and are looking for some inspiration, ideas & examples on how to represent it, then check out below examples:

Do you like the interactive calendar?

I often use interactive calendars in my dashboards & client projects. Since calendars are very natural way to understand events, they work really well.

What about you? Do you use calendars often? How do you like the above technique? Please share your thoughts & ideas using comments.

PS: And if you are waiting to become awesome in Excel, then wait no more. Book your spot in my upcoming Masterclass. Click here.

 

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19 Responses to “How to Distribute Players Between Teams – Evenly”

  1. Roshan Thayyil says:

    An excellent solution, especially for large data sets.

    Another solution without using solver would be to assign the player with the highest score to Team 1, the 2nd to team 2, 3rd to team 3, 4th to team 3, 5th to team 2, 6th to team 1, 7th to team 1 and it continues. This method would end up with a Std Dev of 0.001247219. This works best with a distribution with lower Std Dev for the dataset.

    Full Disclosure: this is not my idea, remember reading something a few years ago. Think it may have been Ozgrid

    • Roshan Thayyil says:

      thinking back I now remember why I read about it. About 10 years back I had to distribute around 300 team members into 25-30 odd teams. Used this method based on their performance scores. I used the method I described to do this and the distribution was pretty fair.

      Solver would have saved me a ton of time though 🙂

  2. I think the issue with you first Solver approach was that you took the absolute value of the sum of team deviations (which should always be zero except for rounding) instead of the sum of the absolute values (which is a reasonable measure of how unbalanced the teams are).

  3. Here's another simple algorithm you could use: you start from the top (with players sorted from high to low), and at each step allocate the next player to whichever team has the smallest total so far. You can implement it dynamically with some formulas so it will update automatically when the data changes.

    If the scores were more widely distributed (so that this might end up with not all teams the same size), you could add a constraint to only pick among the teams which currently have fewest players at each step, or just stop adding to any team when it hits its quota.

    When I tried it on the sample, I got the three teams below, with a STDEV of 0.000942809 (i.e. about half of what Solver got to).

    Team 1: John, Hugo, Tom, Josh, Eric, Zane, Charles, Andrew
    Team 2: Barry, Michael, Kenny, Joe, Xavier, Patrick, Oliver, William
    Team 3: Henry, Steven, Ben, Frank, Kyle, Edward, Cameron, Lachlan

    Thanks for sharing!

    • Ishaan says:

      Hi,
      I was looking at all the solutions and this is closest to what I intended to do. I am dividing a bunch of players into 3 soccer teams. Players availability is also a factor while deciding the teams.
      So the steps the excel needs to do is as follows:
      1) In availability column if "yes" go to next
      2) Equally divide 'Goalkeepers', 'Strikers', 'Defenders' basis their quality
      So the end result gives each 3 teams a balance of players playing at different positions.
      Can this be done on Google spreadsheet with only availability as an input from the user and rest calculates by itself.
      Sorry for asking such a pointed question, but I have been struggling to find a solution for it for sometime now!

      • Robin says:

        Hi Ishaan,

        I am working on a similar problem at the moment, so I am wondering if you ever found a solution and if you are willing to share what you did.

  4. Konrad says:

    Hi everyone, this is a variation of the famous Knapsack Problem https://en.wikipedia.org/wiki/Knapsack_problem.

    I had to use a VBA implementation recently as part of a problem, where we ar trying to allocate teams of an organization into different locations (we are a large company with many different team). The goal was to optimally allocate teams to individual buildings without putting too many teams into one building and not splitting teams apart.
    As we had around 400 teams of different sizes, solver couldn't handle it anymore. Luckily there is a Knapsack algorithm implementation in VBA readily available on the internet :).

    I also went with a heuristic approach first!

  5. Joe Egan says:

    An interesting mathematical solution but what if Eric and Xavier can't stand each other or Patrick is best friends with Steven - the real life problems that effect "even" teams.

    • Hui... says:

      @Joe

      You can add more criteria like
      If Eric and Xavier can't stand each other
      =OR(AND(E15=1,E16=1),AND(F15=1,F16=1),AND(G15=1,G16=1))
      It must be False

      If Patrick is best friends with Steven
      =OR(AND(E5=1,E17=1),AND(F5=1,F17=1),AND(G5=1,G17=1))
      It must be True

      Note that the 2 formulas above are exactly the same
      except for the ranges
      One must be True = Friends
      One must be False = Not Friends

  6. Gustavo Sousa says:

    Nice post Hui!

    I download your workbook and just try to change in options the Precision Restriction from 10E-6 to 10-8 and the Convergence from 10E-4 to 10E-10. The process take almost the same time, but the results was great.

    The standard deviation I got was 0,000471.

    Team 1: John, Tom, Kenny, Frank, Eric, Xavier, Edward, Zane
    Team 2: Steven, Hugo, Ben, Joe, Josh, Oliver, Cameron, William
    Team 3: Barry, Henry, Michael, Kyle, Patrick, Charles, Andrew, Lachlan

  7. Charlie says:

    Great application of Solver! Thanks for the link!

  8. Chuck says:

    Great explanation. Well done... However, I tried with 6 teams of 4 players and solver never did finish.

  9. Akbar says:

    How about vba code for the same data set.
    I have 3 column A B C wherein A has text and B has number Wherein C is blank. And in C1 been the header C2 where I want the name to come evenly distributed the number which is in Column B.
    My Lastcolumn is 1000.

  10. HRMFT says:

    Sorry if I'm being slow here, but how is 'Team Score' calculated? I've gone through the explanation several times but it seems to just appear.

    • Hui... says:

      @Hrmft

      This process uses the Solver Excel addin

      Solver is effectively taking the model and trying different solutions until it gets a solution that meets all the criteria
      Then solver puts the solution into the cell and moves to the next cell

      So yes it appears to "just appear"

  11. Caroline says:

    Hi ! Thank you so much ! Works great 🙂

  12. Jim Cruse says:

    I cannot get the fourth Equation to work in my excel spreadsheet
    You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Thank you.
    Jim

  13. Jim Cruse says:

    I cannot get the fourth Equation of TURE or FALSE statements to work in my excel spreadsheet You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Sorry I left some of it out in the previous question,
    Thank you. Jim

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