How to Create a Daily Planner in Microsoft Excel - Step by Step

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Catherine Le Nevez
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How to create a daily planner in Excel?

Unlike a calendar, the management of daily activities it is handled as a highly customized process. Not all people think alike, so they don't structure time the same way. The truth is that tools such as diaries allow us to optimally manage daily activities.

With Excel you can create a fully customizable agenda, but the first thing you should keep in mind is what kind of agenda do you want? All to improve the management of your daily activities. Write down on a piece of paper how the best diary template should be for you. In our case, we will create an agenda that contains the following elements:

  • State
  • Business name
  • Level of importance
  • Home
  • The end
  • Duration

When you have clear what you want in the file, it's time to go to Excel.

  • Place the fields you want to add to the Excel sheet and change the font and colors you want to place. There are predefined styles that you can use on the Home ribbon.
  • Remove the grid lines from the sheet for a more professional look on the View ribbon, deselect the Grid Lines option.

Add checkboxes

  • Add the controls on the sheet. Some form controls can be very useful in these cases, such as the checkbox. From the developer ribbon, click Insert and then select the check box.
  • Clear the text in the box and place the item in the first cell where the activities begin.
  • Assign a cell to the check box. For the text to change appearance and indicate that the activity has already been done, the control must be associated with the cell. Right-click the control and select the Format Control option. In Link with cell enter the corresponding cell number.
  • Add a new rule to the Activity cell. Select the cells just below the task title to apply a different format each time the task is run. On Start, select the New Rule option.
  • Select the Use a formula that determines the cells to format option. The formula to use is = IF ($ A7, -1,0), where A7 is the cell associated with the check box indicating when a task was performed.
  • Select the format of the new text, in this case we select the Strikethrough option. When an activity is finished, the text is crossed out.

Calculate the duration of an activity

  • Apply formatting for the cells. The cells that correspond to the Start, End, and Duration fields must be in time format.
  • Calculate the hour of duration of an activity. The following formula must be entered in the cell under the title Duration:

= [@ [End]] - [@ [Start]]

By following a simple set of instructions you can build a completely personalized daily planner, you just have to add what you need. Each case is particular, add new items or delete others.

Other agendas in Excel

Newer versions of Excel have templates available on their platform to download and use. When creating a new file, you can choose from the predefined options or perform a search. Enter the word agenda in the search engine and you will see the options you have available.

Now if you are already a more advanced user and you know the powerful tool that is macros. It's possible use a macro to enter diary data through a form.

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