Showing posts with label Project Management. Show all posts
Showing posts with label Project Management. Show all posts

Friday, January 19, 2024

Girl Scout Cookie Tracking Spreadsheet Template

My daughter is in Girl Scouts and her troop wanted to sell Girl Scout cookies for the first time this year. In order to sell Girl Scout cookies you need an adult to be the TCPC: Troop Cookie Program Coordinate. Or as my daughter said, "We need you to be the Cookie Daddy!" I figured all this meant was they needed someone to manage an Excel spreadsheet for all the cookie sales so I agreed.

Little did I know what was in store as there is much more to it. First is all the training and webinars, background check, volunteer forms, etc. Then when it comes to finally sell cookies, there are no spreadsheets; they've got Digital Cookie online selling platform and eBudde management system. While the eBudde system and tools seem to have all the information needed on the backend, the front end is very confusing for a new user. It's very confusing and cumbersome and the key information the TCPC needs to know is spread out over different pages. Seriously, if you have to have numerous training sessions to explain how everything works and people are still asking tons of questions, your system is too complicated.

So I decided to make a spreadsheet!

Introducing the Girl Scout Cooking Tracking Template:


With this spreadsheet you still have to manually input all the cookie sale information from eBudde but now all the information you need to know is shown visually on just two sheets and is easy to understand. Here's how to use the cookie tracker:

On the sales summary page, copy and paste your Girl Scouts. Then input each of their Digital Cookie sales, which are broken into four categories: 

1. Cookies to be hand delivered (from the Initial Orders page in eBudde)
2. Donated cookies for Operation Salute
3. Any cookie sales from paper order forms that need to be input manually
4. Orders that will be shipped direct from the bakery (from the Girl Orders page)

Next, you can input each Girl Scout's goal for how many packages they want to sell. These will add up at the bottom to show the overall Troop Cookie Goal. There is a donut graph to show the troop's progress towards their goal.

On the right it shows the Instant Rewards and how many packages it takes to reach. Once a girl has reached the goal, the formula automatically shows as having achieved it.



On the next sheet, we have a breakdown of how many of each type of girl scout cookie has been sold (thin mints being the most popular, obviously). As the cookie daddy and the person responsible for picking up the cookies from the cookie cupboard to distribute to the troop, the most important info is the number of cases of each type of cookie I need to pickup. 

There is another sheet in my template that explains some of the terminology, the key being the word "box" is never used. The girls sell "packages" of cookies and 12 of those packages make up a case. The cookies are never mixed up in different cases and if you only sell one package of LemonUps, you have to pickup an entire case of LemonUps.


The Girl Scout Cooking Tracking Spreadsheet shows you exactly how many cases of each cookie you need and how many unsold packages in each case. The unsold cookies from the initial order can be used to sell in-person during the booth phase.


I added a sheet you can use as a template for booth signups.

Download the Girl Scout Cookie Tracking Spreadsheet Template here.








Tuesday, June 21, 2022

How to change relative hyperlink to exact link in Excel

You may have used the HYPERLINK function in Excel before but what you may not have released is your links can be either relative or absolute (or sometimes called exact or specific). What does this even mean? And how do you change from relative to exact?

Monday, March 28, 2022

Free Meeting Scheduling Excel Template

How often do you ask friends, family, or coworkers which day is the best to get together? Whether it’s a meeting, party, trip, or some other occasion I find myself in these situations all the time. There are several apps and online calendars available to help you coordinate which day works for everyone involved. I used to use a site called Doodle all the time.  The problem with these services is they are not always free, they’re constantly changing and you have to keep relearning how to use them, you have to make an online account, and so on. So I did what I always do – I decided to make an Excel template to determine which day works best for meetings and events!

I used a lot of the same concepts and macro code from my Super Bowl Squares spreadsheet. When you first open the spreadsheet you are greeted by a simple, clean setup page. Here you’ll manually input the number of participants, meeting subject and description.

Next, you’ll enter the start and end dates of the days you want the participants to choose from. It’s very important that these two cells ONLY contain dates. To restrict a user to only being able to enter a date in a cell, go to Data > Data Validation. Under Allow select Date. Be sure to enter a custom error message so if a user makes a mistake they understand what needs to be entered.

When the user clicks Generate Schedule the Schedule sheet is unhidden. The schedule can handle up to 100 participants and up to 365 days. However, you probably won’t need all that so the macro will automatically hide all the rows and columns not needed to make it easy for the user to input their information.


A lot of good Excel tips can be gleaned from examining the event timing spreadsheet. Here's a quick summary of what can be learned by dissecting this free Excel template:
  • How to add and use Option buttons
  • How to use data validation to restrict entry in a cell to a date
  • How to use data validation to restrict entry in a cell to an email address
  • How to get the day of the week from a date
  • How to use command buttons and assign specific macros to them
  • How to send emails from Excel with hyperlinks
  • How to use a formula to show only weekends in Excel
  • How to use conditional formatting to change cell color based on cell value
  • How to hide command buttons by macro
Download the Meeting Scheduler Template here.

Watch How to Coordinate Meetings with Excel

If you want to see how this spreadsheet works and some tips like how to limit a cell where a user can only input a date then watch the video below:


Try it out and let me know if you think it’s a legitimate replacement for Doodle, Calendly or whatever meeting scheduling apps you currently use. 

Thursday, January 6, 2022

How to Add an Excel Shape to Outlook Mail by VBA

Two spreadsheets I am most proud of are my Super Bowl SquaresGame Generator and my College Football Bowl Prediction Pool Manager (Bowl Pick’em Game). I’ve put a lot of time and features into these free templates. However, I still get many requests to add even more features. One of the most asked questions is “how can I share the leaderboard results when all the players aren’t connected to the same network?” I would normally respond with how I do it: “I take a screenshot of the scoreboard and manually email it to the players.” Then it dawned on me – why not automate this process to make it easy for everyone to use? Why not automatically add a picture of the Excel sheet into an email?

There are two methods I can think of off the top of my head for attaching an image into an email with a macro, and here are the pros and cons of each:

  1. The picture is saved on your PC (or needs to be saved by the macro before inserting into the email)  – but either way you have to know the location of the file.
  2. Copy and paste an image already in your spreadsheet into an email. Does not require saving the image. But you must know the shape name so the macro can find it.

For today’s tutorial, I am going to show you how to use the #2 method. 

A thread on method #1 can be found here: https://stackoverflow.com/questions/44869790/embed-picture-in-outlook-mail-body-excel-vba

You can read along or scroll down to watch the video below. Again, for this method to insert an image from a spreadsheet into an email, the image must already be created and named manually so the macro knows what image within the sheet to use.

Name the Shape or Image You Want to Copy and Paste From Excel into Email

First, I need to have a linked image in my spreadsheet that will be copied to the email. Highlight the area (the cells) that you want to have an image of, in my example the scoreboard of my Super Bowl Squares sheet. Next, I created a new sheet within my workbook where I will collect the emails of all the players. I right click, paste special, linked picture. Select the image. Under page layout go to Selection Pane. Rename the picture “Preview1” or some other descriptive name. This is what the macro will use to identify which picture to attach to the email.

I also want to allow the user the option to include a hyperlink to the Excel workbook in the email or not. To do this, I create a checkbox in Excel by going to the developer tab, insert, ActiveX controls, Check Box.

 

How to Add an Excel Shape to Outlook Mail by VBA

Attach Image to Email Excel Macro Code

Now it’s time to write the VBA macro that will automatically send an email to all the players with a picture of the latest scoreboard – all at the click of a button!

I’ve previously shared how to send an email from an Excel sheet but this is my first time attaching an image. Below is the full code with my comments explaining what is happening along the way.

Sub SendEmailUpdate()

'Optimize Macro Speed

  Application.ScreenUpdating = False

  Application.EnableEvents = False

  Application.Calculation = xlCalculationManual

 

'define the workbook, location, and name

Dim Wb1 As Workbook

Set Wb1 = ThisWorkbook

 

Dim OwnerName As String

OwnerName = Application.UserName

 

Dim FileLoc As String

FileLoc = Wb1.FullName

 

Dim WorkbookName As String

WorkbookName = Wb1.Name

 

'SendEmailTo will count the number of people who the email will be sent to

Dim SendEmailTo As Integer

SendEmailTo = 0

 

'we will store all the email addresses in one long string then insert them into the TO line of the email later

Dim ToPerson As String

ToPerson = ""

 

'loop through all players in column A of the Send Scoreboard sheet (up to 100 players max)

Dim x As Integer

For x = 2 To 101

 

    ' get the emails to fill in the TO line

    If Not IsEmpty(Wb1.Worksheets("Send Scoreboard").Range("A" & x).Value) Then

    ToPerson = Wb1.Worksheets("Send Scoreboard").Range("A" & x) & "; " & ToPerson

    SendEmailTo = SendEmailTo + 1

    Else

    'MsgBox "email is blank"

    'NoSEnd = NoSEnd + 1

    End If

   

    ' get the emails to fill in the CC line

    'If Not IsEmpty(WB3.Worksheets(1).Range(CCCol & PICRow).Value) Then

    'CCPerson = WB3.Worksheets(1).Range("D" & PICRow) & "; " & CCPerson

    'CCEmail = CCEmail + 1

    'Else

    'End If

 

Next

 

MsgBox "Email will be sent to " & SendEmailTo & " recipients."

 

how to send email from excel

'get the named Image to attach to the email and copy it

Set oPreview = Wb1.Worksheets("Send Scoreboard").Shapes("Preview1")

oPreview.CopyPicture ' oPreview is now in Clipboard

 

'launch Outlook

    Dim xOutApp As Object

    Dim xOutMail As Object

    Dim xMailBody As String

  

    On Error Resume Next

   

    Set xOutApp = CreateObject("Outlook.Application")

    Set xOutMail = xOutApp.CreateItem(0)

  

'for html email

 

If Wb1.Worksheets("Send Scoreboard").CheckBox1.Value = True Then

    'include the link to the spreadsheet

    xMailBody = "Hello everyone! <br><br>" & "The SuperBowl Squares scoreboard has been updated. You can access the sheet by clicking the link below. <br><br>" & _

    "Link: <br><br>" & "<a href=" & Chr(34) & FileLoc & Chr(34) & " > " & WorkbookName & " </a> " & "<br><br>" & _

    "Thanks for playing," & "<br><br>" & OwnerName

Else

    'false, no link

    xMailBody = "Hello everyone! <br><br>" & "The SuperBowl Squares scoreboard has been updated. Please see the below image: <br><br>" & _

    "Thanks for playing," & "<br><br>" & OwnerName

End If

 

 

    On Error Resume Next

   

    With xOutMail

        .To = ToPerson

        '.CC = CCPerson

        .BCC = ""

        .Subject = WorkbookName

        '.Body = xMailBody

        .HTMLBody = xMailBody

        .Display   'or use .Send

 Quick Note: To use the clipboard to copy and paste the picture into email, you need an Outlook mail editor which can deal with the clipboard. Here I use WordEditor for example. The WordEditor property of the Inspector class returns an instance of the Document class from the Word object model which represents the Body of your email: https://docs.microsoft.com/en-us/previous-versions/office/developer/office-2007/dd492012(v=office.12)?redirectedfrom=MSD

       

        Set oInspector = .GetInspector

        Set oWdDoc = oInspector.WordEditor

   

        Set oWdContent = oWdDoc.Content

        Set oWdRng = oWdDoc.Paragraphs(1).Range

        'oWdRng.InsertBefore "This is a test"

        oWdRng.InsertParagraphAfter

        oWdRng.InsertParagraphAfter

 

        Set oWdRng = oWdDoc.Paragraphs(3).Range

        oWdRng.Paste ' paste from oPreview Clipboard

 

        olFormatHTML = 2

        .BodyFormat = olFormatHTML ' change to HTML

       

    End With

   

    On Error GoTo 0

   

    Set xOutMail = Nothing

    Set xOutApp = Nothing

'---------------------------------------------------------------

ResetSettings:

  'Reset Macro Optimization Settings

    Application.EnableEvents = True

    Application.Calculation = xlCalculationAutomatic

    Application.ScreenUpdating = True

End Sub

Thursday, February 4, 2021

COVID-19 Vaccine Distribution Tracking Template

Not sure if this is helpful to anyone but I made a COVID-19 Vaccine Distribution Tracking document in Excel. It’s hard to make a spreadsheet that you’re probably not going to use personally yourself. But I tried to envision being in management of a company or nursing home or school that needed to:

 (1) prioritize which employees or residents or teachers should get the vaccine first and

 (2) track which people have actually gotten the vaccine and when.

 

covid-19 vaccination tracking spreadsheet

What Order to Distribute the Vaccine

The first item I tackled was how do you decide in what order to give out the vaccine. Knowing that supplies are limited, who gets the first dose?

I use a scoring system to decide the priority order: the highest score is first in line to get their shots.

 Here’s how the score is calculated:

  1. Age: the score starts with the person’s age. 30 years old = 30 points. The older population automatically has a higher score.
  2. Age multiplier: I made up a tier system based on age. Based on earlier data I’ve seen, the chance of dying from COVID if you’re 59 years or younger is only around 1% or less, but this jumps up to nearly 20% if you’re 80 or older. In my scoring system, those 60 and older get varying amounts of “bonus” points added to their score depending on what age range tier they fall into.
  3. Priority person: Yeah, you could just rank vaccination order by age and be done with it but I didn’t want age to be the only limiting factor. There are other variables that I wanted to account for. I added the ability for a person to be marked as “high priority”, maybe due to immune deficiency or because they’re a first responder, or pregnant – whatever you want it to be. This adds 11 points to their score to help bump them up in the distribution order. Again, the spreadsheet is easily customizable so you can change the bonus to whatever value fits your needs.
  4. Male or female: This might be controversial, but I added a segment to the scoring where males get a slight score increase over females. From the data I have (and please send me any new information if you think I’m wrong) males have a ~3% higher death rate from COVID than females (women are generally better at fighting off infections I’ve heard) so they get +3 point bonus while females get none. Of course, feel free to change this setting to make it what you want. Give woman 1,000 bonus points and men 0 – it’s up to you and can be easily changed in the spreadsheet.

The total score is calculated by adding up the age, the age tier multiplier, the male/female bonus, and the priority bump. The biggest factor is age, as that is the biggest factor of death rate. While getting the highest score means you’re first in line to get the vaccine, that also means you have the highest risk of dying from COVID.  I then use the RANK function in Excel to rank the individuals from highest to lowest score. There’s your priority list of who gets the vaccine first.


Vaccine Distribution Tracking

The next component, after deciding the vaccination order, is to then track if these people actually got the vaccine. Complicating matters, there are (right now) two different vaccines being distributed in the US requiring two separate doses and the time between doses is different. Each vaccine also has a minimum age requirement that is different so there is a formula to make sure the individual is old enough to get the selected vaccine. If they’re not eligible, meaning you’re too young, your score automatically goes to 0 and I use condition formatting to turn the cells black to show the individual shouldn’t be scheduled to get a shot. Once you get the first dose, enter the date and the spreadsheet will tell you when the earliest is you can get the second dose based on which vaccine you got. Finally, you can quickly see how many of your employees or residents have received the first or second doses of the vaccine.

 Download the spreadsheet here: https://gumroad.com/l/covid-tracker

I’ve been wanting to put my Excel powers to good use rather than just making Super Bowl squares or football related spreadsheets. Not sure the legality of it but if I was in charge of a company with employees working from home I would want to know when it is safe to bring that back into the office. Try it out and let me know what you think!

Sunday, November 24, 2019

2019 Gift Guide for Excel Users

The 2019 holiday season is officially upon us here in the United States which means it’s time for my annual gift giving guide. I used to panic every year whenever my spouse, parents, and siblings asked me what I wanted for Christmas. I needed to give them an idea otherwise I’d end up with an ugly sweater or some random gadget I would never use.

So to help alleviate some of my stress I started compiling my own holiday gift guide. It’s kind of like the big toy catalog you used to get as a kid, only this is for adults. I’ve made a list of items I think would be very useful or exciting for your fellow Excel users, sorted by different categories. Some of these items I already use on a daily basis and others are things that are on my own personal wish list. It's my biggest and best gift guide yet! Enjoy!

MY GO TO EXCEL BOOKS


Excel 2016 Bible - The complete guide to Excel 2016, from Mr. Spreadsheet himself! Whether you are just starting out or an Excel novice, the Excel 2016 Bible is your comprehensive, go-to guide for all your Excel 2016 needs. Whether you use Excel at work or at home, you will be guided through the powerful new features and capabilities by expert author and Excel Guru John Walkenbach to take full advantage of what the updated version offers. Learn to incorporate templates, implement formulas, create pivot tables, analyze data, and much more.



Excel 2016 Power Programming with VBA is fully updated to cover all the latest tools and tricks of Excel 2016. Encompassing an analysis of Excel application development and a complete introduction to Visual Basic for Applications (VBA), this comprehensive book presents all of the techniques you need to develop both large and small Excel applications. Over 800 pages of tips, tricks, and best practices shed light on key topics, such as the Excel interface, file formats, enhanced interactivity with other Office applications, and improved collaboration features.


If you’ve ever thought to yourself “there has to be a better way to do this,” while using Microsoft Excel, then know you're probably right. There probably is a better way to complete your tasks you just don't know what it is and you don't have time to read a boring, expensive, thousand page manual on how to use Excel. 76 Excel Tips to Increase Your Productivity and Efficiency is for you. No fluff, just Excel tips and tricks you can put to use right away.


OTHER BOOKS WORTH READING

Will It Fly? How to Test Your Next Business Idea So You Don’t Waste Your Time and Money by Pat Flynn. I’ve been following Pat’s blog and podcast for a number of years, and you might have seen some of his tips at work on my site. If you’re new to the online business world, this book is fantastic. Lots of practical steps to take to prove whether your idea has validity or not. Over 700 reviews and a five star rating, that's impressive!


The Martian by Andy Weir. If you only read one (fiction) book this year, The Martian has to be the one. I absolutely love this book (and it’s even better than the movie). As soon as I finished it the first time, I immediately re-read it – something I’ve never done before. It’s about an astronaut (with a great sense of humor) who gets left behind on a mission to Mars and has to figure out how to survive. If you’re interested in space exploration, problem solving, engineering, chemistry, botany, or disco + 70s TV shows, I highly recommend you read The Martian. Maybe the best book I’ve read in the past five years.




Another quick, shameless self-plug. Where are the most terrifying roller coasters found? Who designs them? Which park builds the craziest rides? Find out by reading my book 50 Groundbreaking Roller Coasters. Another reason for including this book on this list is to show you a real life usage of Excel. How's that? Because this is one of the books I wrote using an Excel spreadsheet!


Nowhere in the world is there a more bizarre theme park than Happy Fun Land. Nike Farmington’s twelve years of thrill-seeking and roller coaster riding has brought him to exotic locales like Perth, Australia, Kaatsheuvel, Netherlands, and Santa Claus, Indiana. He's marathoned a roller coaster for ten consecutive hours and conquered the world’s tallest and fastest. Yet nothing has prepared him for the insanity of Happy Fun Land and it’s mind blowing attractions: a drop ride with no brakes and a death simulator, just to name a few. Will Nike survive his hilarious adventure through the world's craziest theme park? I thought this book was hilarious and I think you will too!


Tools for the Job

Excel Quick Reference Sheets - Laminated quick reference showing step-by-step instructions and shortcuts for how to use Microsoft Office Excel 2016 (Windows Version). Written with Beezix's trademark focus on clarity, accuracy, and the user's perspective, this guide will be a valuable resource to improve your proficiency in using Microsoft Excel 2016. This guide is suitable as a training handout, or simply an easy to use reference guide, for any type of user.


TechSmith Snagit takes the hassle out of creating images and videos. Capture your screen, edit images, and deliver results. Snagit is also the only screen capture tool with built-in advanced image editing and screen recording. So you can easily create high-quality images and videos all in one program. Quickly explain a process, build visual-based documentation and be more engaging by adding images and videos to your communications. It's the tool I use to create all the images for Excel Spreadsheets Help and well worth the price.

Microsoft Surface Tablet. Need to use Excel on the go put don't want to lug around a larger laptop? A Surface tablet is great way to go.

Dimmable Eye-care LED Desk Lamp. A great lamp and exactly what I was looking for in a new clip on lamp for my drafting desk. It has six different light settings so I can find the right lighting for all of my needs. It is well built, works great besides being stylish.Besides using at work can use at home as a reading lamp too.

Keyboard Case for Tablets. How do I get so much done, especially when I’m traveling on the road a lot? I use a combination of a Samsung Galaxy Tablet and my new Keyboard case. They’re small so I can take it almost anywhere and the keyboard allows me to do things like type out this blog post, reply to your email questions, and write Excel macro code.



USB Heated Mouse / Hand Warmer. I'm not sure about you but the office at my day job can get really cold during the winter, especially after weekends or holidays. One solution I've found that helps is a heated mouse to keep you hand warm while not impacting my ability to get things done.

Laptop Privacy Screen Protector. Whenever I visit a customer I always take my privacy screen protector for my laptop. It keeps your personal or confidential information safe from prying eyes as you’ll see the information on your display while people on either side only see a darkened screen. If you’re ever on an airplane or in a coffee shop and feel like your neighbor is constantly looking over your shoulder at your screen then you need to get one of these today!



A good quality laser point. This laser pointer always comes in handy when it’s time for a meeting or presentation. Plus, it doubles as a toy to keep your cats entertained.



Rocketbook Smart Erasable, Reusable Wirebound Notebook with Penstation – the last notebook you’ll ever need!


Krieger Plug Adapters (Most of Europe (type C)) - If you're going to do some international travel I highly recommend taking this adapters with you. They come in a pack of four so you can share when your travel buddy forgets his.


Toys, Tech, Gadgets, and Others


Handheld Gimbal Stabilizer for Smartphone – Outside of this website, in my spare time I like to make and edit videos and montages (mostly of my family). It’s easiest just to use a cellphone but the video is often shaky due to my unsteady hands. So I decided to get a gimbal and I’ve had fun playing around with it.

Anker PowerCore Fusion - This is a portable power charger that plugs directly into the wall so it works as your regular charger, but is also a battery so you always have power on the go.


In my little free time from working and being a dad, I like to play around with my Samsung Gear VR headset. Virtual Reality is really taking off and the technology is getting much better. Though be warned it may cause motion sickness if the app you’re looking at doesn’t perfectly track your head movement.


Solar Powered Christmas Lights. I love putting up Christmas lights and trying to out-do my neighbors, but I have to admit I feel a little guilty about using the additional electricity. Luckily I found these solar powered Christmas lights and they actually work very well! They’re environmentally friendly and they automatically turn on and off each night. They also don’t have to be attached to a power source so I can put them in areas I normally couldn’t string lights.

Dash and Dot – programmable robots. If you’re into programming things like Excel macros and you want to teach your kids the joys of programming then I’ve found the perfect gift for you. These cute robots are designed to help introduce children to the wonderful world of programming. Oh, and they’re fun for adults too! Can’t wait to use this with my son in a few years. For now he just likes watching me drive it around with my phone.


Fitbit Alta. Let’s face it – us engineers nowadays sit in front of a computer a lot. I didn’t realize how much I wasn’t moving until I started wearing a Fitbit. It now helps me to stay motivated by tracking all-day activity like steps, distance, calories burned and active minutes so I can stay healthy for my family. When I’m sick I can’t answer your Excel questions and help you out, so I use Alta to help stay in shape and on top of my game!

Amazon Prime Membership. If you haven’t joined Amazon Prime yet, why not? I do almost all my shopping online and I get free two-day shipping on nearly everything. You can also borrow books, watch movies, and stream music. Get your Prime Discounted Monthly Offering here.

YOUR SUGGESTIONS?


Are you putting any of these items on your holiday wish list? If so, let me know which ones in the comments below. Do have anything you’d like to recommend to me?

Sunday, January 7, 2018

Year in Pixels 2018 Mood Tracking Template

Year in Pixels is a cool idea I recently saw on Pinterest and decided I would make an Excel template for it to help save you the time of having to make your own using pencil and grid paper. Each day of an entire year is given one square or “pixel” and after every day you color in what your mood was for that day. It’s a great way to track your well-being to get a visual representation for how your year is going.

At the end of the year you’ll be able to answer the questions: How many days a year am I really happy or how many bad days do I experience in a year? Too many bad days in a row means it’s time to make a change.

During a day you may experience a wide variety of feelings. This chart doesn’t go that deep, it’s more what the culmination of everything is: was it a good day, an OK day, or a bad day?

The template is modifiable. You can change the colors if you want: I’ve decided to go with warm for happy feelings and cold for sad feelings. You can also change the number of colors/moods you want to track. I’ve gone with just five for now.

There are multiple sheets included within my template: a printable version, an Excel (electronic) version, and an example.

The printable version is for you old fashioned folks who want to print it out and color in the squares by hand with markers, crayons, or colored pencils. Feel free to hang it on the fridge or somewhere visible where you won’t forget to fill it out every day.



Personally, I prefer the Excel version because then I can do other things with it, like automatically sum up the total number of good versus bad days to know exactly what my percentages are.


See how easy it is to use the Year in Pixels template by watching the video below:



This template uses drop down lists, conditional formatting, and nested IF formulas. If you’re not sure what any of those are, I highly recommend downloading the sheet and taking a look at how it works.

Download Year in Pixels Excel Mood Tracker.xlsm

--Year in Pixels 2023 Update--

Happy New Year! I've made a few updates to the Pixel Year spreadsheet. First, I switched the format from xlsx to xlsm so I could add a macro. This way you can change the colors from the default to whatever you want at the click of a button. I also added a Yearly sheet so you can track your average and number of days for each category for each year and compare your years. See how I made the updates in the video below. Download link is the same.

 
Now you can track your mood in Excel with the Year in Pixels spreadsheet. Let me know in the comments below if you’re going to use it this year!

Wednesday, December 30, 2015

Top 5 Excel Help Posts From 2015


2015 is coming to a close so it’s that time of year to sit back and reflect about what transpired this past year and what is to come. Listed below are the top five most popular Excel tips or how-to guides I posted in 2015.

On December 6th, Excel Spreadsheets Help turned six years old! Sometime in the first quarter of 2016 I expect this little blog to surpass the 1.5 million page view mark, no small accomplishment. Sadly, I posted fewer articles in 2015 than any other year, so my goal for 2016 is to at least double the number of tips I wrote this past year.

What did you accomplish in 2015? What are your Excel spreadsheet goals for 2016? How can I help you achieve your goals? What would you like to see more of in 2016? Anything specific?

Have a great holiday season, thanks for your continued support. See you in 2016!

Tuesday, October 20, 2015

RACI Matrix Template in Excel

The RACI Matrix is a powerful tool to assist in the identification of roles and assigning of cross-functional responsibilities to a project deliverable or activity. The RACI  or RASCI (pronounced ‘race ski’) matrix is a responsibility assignment matrix (RAM) to clarify expectations on the level of their participation. To begin using the RACI template, follow these steps:

raci matrix excel template

1. Across the top row, identify who will be the project’s participants.
2. Down the first column, determine the functions, decisions, tasks and activities that will make up the process or project.
3. Simply place an R, A, C, I or any appropriate combination in each of the applicable roles for each activity. Each activity should have at least one individual accountable while there may be shared responsibilities depending on the activity.

What does RACI (or RASCI) stand for?

  • Responsibility = person or role responsible for ensuring that the item is completed
  • Accountable = person or role responsible for actually doing or completing the item 
  • Consulted = person or role whose subject matter expertise is required in order to complete the item
  • Informed = person or role that needs to be kept informed of the status of item completion 
  • Supported = the roles/groups/departments that provide the resources and hence support that task 



Have you ever used a RACI or RASCI matrix at your job or project?

Wednesday, October 14, 2015

Schedule Meeting Time Template

Having trouble finding the best time to meet with your team? Use this Excel template to find the perfect date or time for your meeting. Here’s how to use the meeting scheduler template: Enter your name in the input field, then use the drop down menu to add a check mark into the time slots you are available. If you’re not available, then leave it blank. When all the required meeting attendees enter their available times, the spreadsheet shows you the first and second best meeting times.

meeting scheduler in excel spreadsheet

One thing this template will demonstrate is how to insert a check mark in Excel. Go to the top tab "Insert" then in click the "Symbol" button on the far right. A dialog box will appear and you need to select "Wingdings" from the drop down list at the top left. Scroll through the symbols until you find the check mark (wingdings: 252). If you copy and paste the check into a new sheet you may see a ü symbol instead. Simply change the font of that cell to wingdings to get the check mark back.

check mark excel

The next thing you’ll see by dissecting this template will show you how to use a check mark in a drop down list. Another function you can examine is how to use conditional formatting to color a cell based on the cell’s value. In this case, we want to color our cell green if it contains a check mark and red if left blank. As you can see, you will use the "ü" symbol in the formula.



There are similar online tools to help you schedule meetings but most require a fee to unlock all the features. Instead you can use and modify this free Excel template. You could add more functionality, like adding a formula to automatically send an email once you’ve picked the meeting time.

Do you think this template will be useful to you?