Annual Goals Tracker Sheet [awesome ways to use excel]

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Marko, who is a long time PHD reader and an excel ninja sent this via email,

I work at an insurance company in Slovenia. At the beginning of each year we have a conversation with our superiors to review our work in the past year and to set new goals (main activities) that we’re gonna work on throughout the year. To keep track of these activities I took the liberty of modifying Jennie’s A New Year Resolutions Template that Kicks Ass and created a more “dynamic” template.

He sent me this:

Annual Employee Goal Sheet Tracker - Excel

I immediately liked this implementation, for various reasons. This example shows how we can combine various powerful features in MS Excel to create something truly unique and outstanding. It uses,

Goal sheet Tracker - Excel Features Used

  • Conditional formatting to highlight rows when the activity is 100% complete. [learn how to]
  • Formulas to show check boxes when the activity is done. [learn how to]
  • A thermometer chart to show the progress against the target. [learn how to]
  • An elegant date formula to show how many days are remaining to finish the goals. [learn how to]
  • And scrollbar form controls to adjust the % completion values. [learn how to]

Download this tracker Excel File

Click here to download the example file and play with it.

Thank you Marko

Very elegant, very slick. Good work Marko. Thanks for sharing this with us.

Share your Excel Success with PHD

I like to learn how you use excel creatively to solve problems at work. Send me examples, workbooks or ideas. I am always looking for new ways to use excel and your contributions will help us all. Email your stuff to me at chandoo.d @ gmail.com.

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11 Responses to “Fix Incorrect Percentages with this Paste-Special Trick”

  1. Martin says:

    I've just taught yesterday to a colleague of mine how to convert amounts in local currency into another by pasting special the ROE.

    great thing to know !!!

  2. Tony Rose says:

    Chandoo - this is such a great trick and helps save time. If you don't use this shortcut, you have to take can create a formula where =(ref cell /100), copy that all the way down, covert it to a percentage and then copy/paste values to the original column. This does it all much faster. Nice job!

  3. Jody Gates says:

    I was just asking peers yesterday if anyone know if an easy way to do this, I've been editing each cell and adding a % manually vs setting the cell to Percentage for months and just finally reached my wits end. What perfect timing! Thanks, great tip!

  4. Jon S says:

    If it's just appearance you care about, another alternative is to use this custom number format:
    0"%"

    By adding the percent sign in quotes, it gets treated as text and won't do what you warned about here: "You can not just format the cells to % format either, excel shows 23 as 2300% then."

    • Steven Peters says:

      Dear Jon S. You are the reason I love the internet. 3 year old comments making my life easier.

      Thank you.

  5. Jon Peltier says:

    Here is a quicker protocol.

    Enter 10000% into the extra cell, copy this cell, select the range you need to convert to percentages, and use paste special > divide. Since the Paste > All option is selected, it not only divides by 10000% (i.e. 100), it also applies the % format to the cells being pasted on.

  6. Chandoo says:

    @Martin: That is another very good use of Divide / Multiply operations.

    @Tony, @Jody: Thank you 🙂

    @Jon S: Good one...

    @Jon... now why didnt I think of that.. Excellent

  7. sajith says:

    Thank You so much. it is really helped me.

  8. Winnie says:

    Big help...Thanks

  9. Chris Fry says:

    Thanks. That really saved me a lot of time!

  10. Texas says:

    Is Show Formulas is turned on in the Formula Ribbon, it will stay in decimal form until that is turned off. Drove me batty for an hour until I just figured it out.

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