This is a guest post by Vijay, our in-house VBA Expert.
There are times when we are entering dates into several columns and would like to select a date from a popup calendar instead of manually typing.
Today, lets understand how we can set up a pop-up calendar in Excel so that your users can easily input dates by right clicking on a cell and inserting a date.
Keep in mind:
1. This code is only supported on the 32-Bit versions of Excel.
2. You need to have admin rights to be able to install the ActiveX Control
First, take a look at pop-up calendar
Here is a short demo of how our pop-up calendar behaves.

What we need to do this
1. Design user form that contains our calendar.
2. Create a Data Table
3. Put some VBA code to get this done
Design user form that contains our calendar.
First let’s design the user form, so start up Excel and bring up the Visual Basic editor and add an user form in the project.
We would need the Microsoft Date and Time Picker control for this project, so please ensure that you have the required file available on your system. If it is not available you may download the MSCOMCT2.OCX from this link.
http://activex.microsoft.com/controls/vb6/mscomct2.cab
Installing this file is pretty simple, you need to extract the contents form the CAB file and then copy this into your System32 folder and then register using the REGSVR32 utility.
If you are using Windows 7 or above you would need to copy this file into the SysWOW64 folder and then register.
For Windows 7 and above, please make sure you are running the Command Prompt (Admin) to be able to successfully register the ActiveX control.
Windows 7: Click on Start, All Programs, Accessories, Command Prompt (right click and choose Run as Administrator
Windows 8: Windows Key + X, then choose Command Prompt (Admin)

Okay, let’s get back to designing the user form.
Insert a new Userfrom on the VBA project and then click on Addition Controls on the Tools menu.

Once the Additional controls dialog box is on the screen, locate the above highlighted entry and then select the same by clicking the box on the left. Now click Ok to close this dialog box.
Now place one Monthview control on the userform and one Command button.
Below are the properties that we need to change for the Commandbutton
• Caption = “Close”
• Cancel = True
• Name = cmdClose
Place this command button anywhere you like on the userfrom, we will place the Monthview on top of this to avoid show this to the user.
Since we have specified the Cancel = True for the commandbutton, the click event can be triggered by pressing the Escape key to handle the code that we will write for the Close button.
Now place the Monthview control as show in the picture below

We are done designing the Userform, now we need to write the code to handle the events.
Below is the code
Close Button
Private Sub cmdClose_Click()
Unload Me
End Sub
Userfrom
Private Sub UserForm_Initialize()
'matching the date in the calendar with the date of the active cell
'if there is a date,
If IsDate(ActiveCell.Value) Then
Me.MonthView1.Value = ActiveCell.Value
Else
Me.MonthView1.Value = Now
End If
End Sub
Private Sub MonthView1_DateClick(ByVal DateClicked As Date)
On Error Resume Next
Dim cell As Object
For Each cell In Selection.Cells
cell.Value = DateClicked
Next cell
Unload Me
End Sub
What the above code does?
1. The close button code will simply unload the userform and take it off the screen.
2. The userform initialize event code will check if the current cell on which we are right clicking the mouse contains any date, if there is a date then it will set the date on the calendar as the one on the cell, otherwise it will show today’s date.
3. The dateclick event of the Monthview control occurs when we click on any date, this code is responsible for populating the cell with the date we have selected. If there are multiple cells selected the code will populate all of them with the date selected.
Adding the context menu option
Now comes the interesting part of adding the context menu option, one thing I would like to specify here as the name suggests “Context menu” these options change depending on what and where we are right clicking the mouse. You will see a different context menu when you right click on a cell, table, shape etc. as shown in the example below

Since every object has a different type of context menu associated we need to make site we are adding our option to the right place.
I would recommend reading this article to know more about the types of commandbars available and how to use them. http://msdn.microsoft.com/en-us/library/office/aa141001(v=office.10).aspx
Also this link provides a list of available names http://www.mrexcel.com/forum/excel-questions/525939-visual-basic-applications-list-available-commandbars-excel-2010-a.html
We wanted to add the right click context option to a data table which is called as “List Range Popup”.
Create a Data Table
Type the heading in Cells
B2 = ID
C2 = Start Date
D2 = End Date
E2 = Name
Now click on cell B2, and press CTRL + T shortcut from the keyboard. Make sure to select the option My Table has headers and then click Ok.
We would need the add the below code to the Open event of our workbook so that this option is available to us every time we need to work here.
Private Sub Workbook_Open()
On Error Resume Next
Dim NewControl As CommandBarControl
Application.OnKey "+^{C}", "Module1.OpenCalendar"
Application.CommandBars("List Range Popup").Controls("Insert Date").Delete
Set NewControl = Application.CommandBars("List Range Popup").Controls.Add(Before:=1)
With NewControl
.Caption = "Insert Date"
.OnAction = "Module1.OpenCalendar"
.BeginGroup = True
End With
End Sub
We have also assigned a shortcut key of CTRL + SHIFT + C to this, for those who love to work more using the keyboard.
The above code will add the “Insert Date” context menu option to our data table(s) in the active workbook whenever we open this file.
Next is cleanup
We need to make sure that the context menu we have added is also removed when the file is close, the below code will do that for us.
Private Sub Workbook_BeforeClose(Cancel As Boolean)
On Error Resume Next
Application.OnKey "+^{C}"
Application.CommandBars("List Range Popup").Controls("Insert Date").Delete
End Sub
Note: I have seen the project code left over in the VBA project explorer even after we have close this file, and did some research on the same. The common reason for this is having some COM addins installed. Please share if you also run into this issue and if you were able to find any other reasons or ways to eliminate this issue.
Download Demo File
Click here to download the demo file & use it to understand this technique.
What about you? Do you use them often? Please share your experiences, techniques & ideas using comments.
If you are new to VBA, Excel macros, go thru these links to learn more.
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About Vijay
Vijay (many of you know him from VBA Classes), joined chandoo.org full-time this February. He will be writing more often on using VBA, data analysis on our blog. Also, Vijay will be helping us with consulting & training programs. You can email Vijay at sharma.vijay1 @ gmail.com. If you like this post, say thanks to Vijay.

















7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”
I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.
A Twitter-like secure application like Yammer might be a good fit with this.
For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.
@Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)
The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂
(Ah, btw, I'm Fernando... 🙂 )
@Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".
For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "
@Aires.. thanks once again.
Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project
The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.
Regards
Susan de Sousa
Site Editor http://www.my-project-management-expert.com
Hi Chandoo,
I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
Thanks
Sue
The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!
I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards. I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved. I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.