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.
Click here for details & to book your spot | Download Masterclass brochure
Back to the interactive calendar
Coming back to our topic at hand – interactive calendar, what do we mean by this?
Well, something like below:
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:
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:
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!
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:
- Employee vacation tracker & dashboard
- Creating perpetual calendar & event tracker in Excel
- Interactive pivot table calendar & chart in Excel
- Creating an interactive picture calendar
- Employee shift calendar template
- Annual goals tracker
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.
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