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Organize your study schedule with this assignment planner template (excel / pdf).

An assignment planner template is a useful tool that enables you to organize your assignments and complete them on time. Having this tool is beneficial for both the students and the people who are assigned to work on a specific project over a specific period.

Furthermore, the assignment planner streamlines your process of planning the assignment and ensures an organized approach to your work. Using this template improves time management, reduces stress, and enhances the quality of your assignment.

Why should you use the assignment planner template?

The assignment planner template provides you with an effective way to manage your assignments. Anyone whose aim is to achieve academic or professional success should use this template. It ensures that your assignment is comprehensive and aligned with the set objectives. The planner helps you improve time management skills and key competencies that are crucial in both academic and professional settings. In addition, it enables you to break down complex tasks into manageable steps so that you can complete your task systematically. Also, it improves the quality of your final product by reducing the last-minute rushes.

Important components of the assignment planer:

The assignment planner should include the following details;

Assignment overview

In this section, you have to specify the assignment’s main topic or question. Describe your assignment precisely to avoid confusion.

Mention the due dates in front of each assignment so that you know how much time you have to complete them. You can organize them according to your priority level.

Completion status

When you keep track of your assignment status, it informs you which work you have started, are in progress, is completed, or require revision.

Subject and type

Classify your assignments into their respective subjects or group them by type.

School assignment planner:

An assignment planner is very important for the students as they are mostly bound to have assignments. It provides them with due dates for different assignments that they have to do. The planner can be used as a timeline that makes sure the students are on time in terms of the assignments.

Assignment Planner Excel Template

Assignment Planner Template Excel

Assignment Schedule Template

Free Printable Assignment Planner

Printable Weekly School Assignment Planner Template

School Assignment Schedule Template

Student Assignment Planner Template

Weekly Assignment Planner Template

Work assignment planner:

Professionals can use the work assignments planner to record special projects if they are assigned to do a lot of tasks daily . Also, they use it to write additional responsibilities that are assigned to them by the company. The planner also helps them in managing their time.

The assignment planner template can be used by students , researchers, and professionals who have been assigned different assignments along with the due dates.

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I am Ryan Duffy and legal writer. I received a bachelor of business administration (BBA) degree from London Business School. I have 8+ years of writing experience in the different template fields and working with ExcelTMP.com for 7 years. I work with a team of writers and business and legal professionals to provide you with the best templates.

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• How To Make An Assignment Sheet In Excel
• How To Excel

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Creating an assignment sheet in Excel can streamline the management of tasks and deadlines. This guide provides step-by-step instructions to efficiently organize your assignments within Excel's versatile framework.

While Excel is a powerful tool, we'll also explore why Sourcetable presents a more user-friendly alternative for assignment sheet creation.

Creating an Assignment Sheet in Excel

Semester assignment spreadsheet overview.

A Semester Assignment Spreadsheet is an essential tool for students to list all assignments, due dates, class information, tuition deadlines, and administrative tasks. Its one-page format allows for easy tracking of progress, helping students stay motivated and productive.

Color-Coded Excel Sheet Creation

Excel's color-coding feature enhances the visual appeal and organization of the assignment sheet. Begin with color coding, then record assignments, add more colors, organize by due date, and utilize the sheet effectively for tracking and prioritization.

Steps to Make an Assignment Tracker

Start by compiling syllabi from all classes. Use Excel to create a comprehensive Semester Assignment Spreadsheet that combines due dates with important class information. This tool is excellent for prioritizing tasks and keeping track of grades. Print out the spreadsheet for convenient access and management.

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Ask questions about your data in a powerful spreadsheet that your whole team knows how to use..

Common Use Cases

Use case 1: Tracking and managing homework assignments for students in a classroom

Use case 2: Organizing tasks and deadlines for a project team

Use case 3: Planning and scheduling content for social media posts

Use case 4: Monitoring employee tasks and responsibilities in a small business

Use case 5: Creating a personal workout and meal plan schedule

Excel vs. Sourcetable: A Comparative Analysis

Discover the strengths of Sourcetable, a modern spreadsheet tool designed to integrate numerous data sources seamlessly. Experience the ease of data management with its intuitive spreadsheet-like interface.

Explore the innovative AI copilot feature of Sourcetable, a game-changer in spreadsheet technology, offering real-time assistance in formula creation and template design, simplifying complex tasks.

Understand the versatility of Excel, a widely used application with robust functionalities for diverse data analysis and complex calculations, suitable for traditional spreadsheet users.

Assess the utility of Sourcetable for businesses seeking centralized data solutions, with its advanced data aggregation capabilities, versus Excel's conventional data handling approach.

Consider the efficiency gains with Sourcetable's AI-powered chat interface that streamlines formula generation and template customization, contrasting with Excel's manual formula setup.

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Excel Tutorial: How To Organize Assignments In Excel

Introduction.

When it comes to managing assignments, Excel can be a powerful tool to keep everything organized and easily accessible. Whether you're a student, a teacher, or a project manager, using Excel for assignments can help streamline your workflow and increase productivity.

Excel provides a range of features for organizing, sorting, and analyzing data, making it an ideal platform for managing assignments of all kinds. This tutorial will guide you through the process of setting up an Excel spreadsheet to effectively manage and track assignments, helping you stay on top of deadlines and priorities.

Key Takeaways

• Excel is a powerful tool for managing assignments and increasing productivity for students, teachers, and project managers.
• Understanding the basics of Excel, including the layout and functions, is essential for effective assignment organization.
• Creating a new spreadsheet and inputting data with proper formatting sets the foundation for organized assignment management.
• Utilizing formulas, functions, and visual enhancements such as color-coding and charts can further enhance assignment organization in Excel.
• By practicing and implementing the tips provided in this tutorial, users can effectively track deadlines and priorities in Excel, ultimately improving their workflow.

Understanding Excel Basics

When it comes to organizing assignments in Excel, it is important to have a good understanding of the basics of the software. This will ensure that you are able to utilize its features effectively and efficiently. In this chapter, we will explore the layout of an Excel spreadsheet, the different tabs and their functions, and provide some tips for navigating and selecting cells in Excel.

Rows and Columns

An Excel spreadsheet is made up of rows and columns. The rows are denoted by numbers and the columns are denoted by letters. This creates a grid structure that allows for easy organization of data.

Each intersection of a row and column is referred to as a cell. This is where you will input your data, formulas, and other information.

An Excel file can consist of multiple worksheets, each of which contains its own grid of cells. This allows you to organize different sets of data within the same file.

The Home tab contains the most commonly used commands for formatting and manipulating data, such as changing fonts, aligning text, and applying borders.

The Insert tab allows you to add various elements to your spreadsheet, such as tables, charts, shapes, and hyperlinks.

Formulas Tab

The Formulas tab is where you can find all the functions and formulas that Excel offers, allowing you to perform calculations and manipulate data.

The Data tab provides tools for sorting and filtering data, as well as importing and exporting data from external sources.

The Review tab contains tools for proofreading and collaborating on your spreadsheet, such as spell check, comments, and protection.

The View tab allows you to customize the way your spreadsheet is displayed, such as adjusting zoom, freezing panes, and showing or hiding gridlines.

Keyboard Shortcuts

Learning keyboard shortcuts can greatly improve your efficiency in Excel. For example, pressing Ctrl + Home will take you to the first cell of the spreadsheet, while Ctrl + Shift + Arrow Key will allow you to quickly select a range of cells.

Using the Name Box

The Name Box, located next to the formula bar, displays the name of the selected cell or range of cells. You can use this to quickly navigate to a specific cell by entering its reference in the Name Box.

Mouse Navigation

Clicking on a cell will select it, and clicking and dragging will allow you to select a range of cells. You can also use the scroll bars to navigate around the spreadsheet.

Creating a New Spreadsheet

When it comes to organizing assignments in Excel, the first step is to create a new spreadsheet. This can be done by following a few simple steps.

To open a new Excel workbook, start by opening Microsoft Excel on your computer. Once the program is open, you can either click on "File" in the top left corner and select "New" to create a new workbook or use the keyboard shortcut Ctrl + N. This will open a new blank spreadsheet for you to work with.

Formatting Options:

• Adjusting column width and row height to accommodate data
• Applying cell borders and shading for better visual organization
• Using formatting tools for fonts, colors, and text alignment

Once the new spreadsheet is open and formatted to your preference, it's time to input the assignment data.

• Start by selecting the cell where you want to input the data
• Type the assignment details, such as the assignment name, due date, and any other relevant information
• Continue inputting data into subsequent cells for each assignment

Organizing Assignment Data

When managing multiple assignments in Excel, it's essential to keep the data organized for easy access and reference. By utilizing the following methods, you can streamline your workflow and stay on top of your tasks effectively.

A. Use of headers and subheaders for assignment details

When creating your assignment spreadsheet, it's crucial to use clear and descriptive headers to outline the assignment details. This includes task name , due date , subject , priority level , and any other relevant information. By using subheaders, you can further categorize specific details within each assignment, such as subtasks , additional notes , or attached files .

B. Examples of how to categorize assignments

Excel offers various ways to categorize assignments, making it easier to manage and prioritize your workload. You can categorize assignments by due date , subject , or priority level by creating separate columns for each category. For example, you can use the due date column to sort assignments by their deadline, the subject column to group assignments by course or project, and the priority level column to identify urgent tasks.

C. Benefits of using filters and sort functions

Utilizing Excel's filter and sort functions can greatly enhance the organization of your assignments. By applying filters, you can quickly narrow down specific assignments based on criteria such as subject or priority level . The sort function allows you to arrange assignments in ascending or descending order based on the due date or any other relevant category, providing a clear overview of your upcoming tasks.

Using Formulas and Functions

One of the key features of Excel is its ability to perform calculations and automate processes using formulas and functions. In the context of organizing assignments, these tools can be incredibly useful for tracking deadlines, progress, and grades.

Sum and Average:

Weighted average:, today's date:, conditional formatting:, progress tracker:, deadline reminders:, adding visual enhancements.

Visual enhancements can help make your Excel spreadsheet more engaging and easier to navigate. Here are some tips for adding visual elements to your assignment organization:

Formatting options such as bolding, italicizing, and underlining can help draw attention to important information in your spreadsheet. Additionally, adjusting font styles and sizes can help make your spreadsheet more visually appealing and easier to read.

Color-coding can be a powerful tool for visually organizing your assignments. By assigning different colors to different categories or priorities, you can quickly identify and differentiate between various tasks. Conditional formatting, on the other hand, allows you to automatically apply formatting based on specific criteria, making it easier to highlight important data or trends.

Charts and graphs can help provide a visual representation of your assignment data, making it easier to identify patterns, trends, and discrepancies. Consider using pie charts, bar graphs, or line graphs to effectively communicate your assignment information in a visually appealing way.

In conclusion, we have discussed the key points of how to organize assignments in Excel, including using tabs and color-coding to keep track of different tasks, and utilizing formulas for automating calculations and deadlines. Excel is an invaluable tool for organizing assignments due to its flexibility, efficiency, and customization options, making it a great choice for students and professionals alike.

We highly encourage our readers to practice using Excel for their assignment organization, as it can greatly streamline their workload and improve their productivity. For those who want to further enhance their Excel skills, there are numerous online resources, tutorials, and courses available to help you master this powerful tool.

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Create a Gradebook on Microsoft Excel: Make a Weighted Points Grade Sheet

A simple way to record your students’ grades

Last Updated: July 11, 2024 Fact Checked

Create a New Workbook

Create the layout, calculate grades with formulas, assign letter grades, weight assignments, expert q&a, things you'll need.

This article was co-authored by wikiHow staff writer, Kyle Smith . Kyle Smith is a wikiHow Technology Writer, learning and sharing information about the latest technology. He has presented his research at multiple engineering conferences and is the writer and editor of hundreds of online electronics repair guides. Kyle received a BS in Industrial Engineering from Cal Poly, San Luis Obispo. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 237,105 times. Learn more...

Microsoft Excel is a great program for creating simple grade books! Using a spreadsheet (and a couple formulas) will reduce the time it takes to record and calculate grades. You don’t need to be familiar with Excel to follow our quickstart guide. This wikiHow article will walkthrough how to create a point-based grade book on Microsoft Excel.

Things You Should Know

• Create columns for student names, assignment grades, total points, possible points, numeric grade, and letter grade.
• Use the SUM function to add each student’s assignment points, then use the “/” division operator to divide their total earned points by the total possible points.
• Weight assignments by assigning more or less points.

• Alternatively, there are free templates for grade books online! Click More templates on the home page to search for “grade book” templates. You may see different templates depending on what version of Excel you’re using.
• The web app version of Excel has two grade book templates, one for points-based grading and another for percentage-based grading.

• For more general spreadsheet info, check out our guide on making a spreadsheet in Excel .

• Double click "Sheet1" at the bottom window. "Sheet1" should be highlighted.
• Type a name for the sheet. For example, “Section 1.”
• Press Enter .

• Click cell A1 to select it.
• Type the instructor’s name and press Enter . This will move your selection to A2.
• Type the class name in A3. For example, “World Geography.”
• Type the section number and meeting time in A4.
• Enter the term in A5. For example, “Fall 2022”

• This guide will cover one way to arrange your grade book. However, there are infinite ways to format an Excel spreadsheet . Try different templates and formats to find what works best for you!

• Select A7 and type “Student Number.” Row 7 will contain the column headers for each type of information you have in your grade book.
• Select A8 and type the number 1. Press Enter to enter the number in the cell and move down one.
• Type the number 2 in A9.
• Click and drag the cursor from A8 to A9. Both cells should be highlighted with a box around them.
• Hover your cursor over the lower right corner of the box until the cursor becomes a plus + (this is called the fill handle).
• Click and drag until you have a list of numbers for each student in your section.

• Select B7 and type the column header “First Name.”
• Select C7 and type the column header “Last Name.”
• Type in the students’ first and last names in columns B and C.

• You’ll insert the students’ assignment grades under each column.
• Note: For this guide, we’ll use a point-based grading structure, meaning each assignment is worth a certain amount of points.

• Note: Make sure to check your spreadsheet calculations by doing a few calculations by hand. This is a great way to catch any errors in your spreadsheet.
• Read more about the SUM function in our complete guide.

• Alternatively, you can type in the range instead.
• For example, if you have 5 assignments in columns D through H and the student names start on row 8, you’ll enter D8:H8

• Select the cell with the total summation formula. Click and drag the fill handle (the square in the bottom-right of the selection) down to the last student to automatically apply the sum formula to each row.
• Using our earlier five-assignment example, let’s say there are 10 students. The second student summation should now have a range of D9:H9, the third student D10:H10, down to the last student with D17:H17.

• Enter the possible points in each cell below the header.
• For example, if each assignment is out of 10 points, and there are five assignments, the possible points will be 50.

• The “/” symbol will divide the total cell by the possible points cell, giving you the student’s grade as a value under 1.
• For example, if a student earned 45 total points out of 50 possible points, their grade will be 0.90 (90 percent).

• You can change the grades to percentages by selecting the grade values and changing the data type to “percentage.” Find this by navigating to Fields tab > Properties group > Data Type .

• Compare the student’s grade to your grading structure.
• Insert the letter associated with that student’s grade.
• For example, if an “A” is 89 to 100 percent and a student scores a grade of 93, place an “A” in the “letter” column.

• For example, a 20-point assignments has double the weighting of a 10-point assignment.
• To weight entire categories, make their points add to the percentage of the total grade you want the category to represent.
• For example, if your course has 100 total points and you want five quizzes to represent 20 percent of the total grade, each quiz should be worth 4 points.

• Always give your grade-book a title, by clicking on the "file" tab, choose "Save As", in the Save As window, choose a location and type a name for your document. Press "Save" when ready to save. Thanks Helpful 0 Not Helpful 0
• Refer to Excel's extensive "Help" menu when in need. It offers tools on creating statistics of data. Thanks Helpful 0 Not Helpful 0
• To find out what operating system your PC has, press "Start", right click on "Computer", scroll down and click on "Properties", a system dialog box will appear with basic information about your computer. Thanks Helpful 0 Not Helpful 0

• Be sure to confirm that the equations you created for your grade book are calculating correctly. Thanks Helpful 4 Not Helpful 1
• Make sure you save your progress throughout to prevent losing information as you work. Thanks Helpful 2 Not Helpful 1
• Always save a backup of your grade book and maintain hard copies. Thanks Helpful 1 Not Helpful 2
• Computer with Windows 7, XP, or Vista
• Microsoft Office Excel 2010

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How to Create a Spreadsheet in Excel: A Step-by-Step Guide

Creating a spreadsheet in Excel is a straightforward process that involves opening the program, inserting data into cells, and using functions to calculate and analyze the data. In just a few clicks, you can have a fully functional spreadsheet that can help you with budgeting, data analysis, or project management.

Step by Step Tutorial: How to Create a Spreadsheet in Excel

Creating a spreadsheet in Excel might seem daunting at first, but it’s actually quite simple once you get the hang of it. We’ll walk you through the steps to create a basic spreadsheet.

Step 1: Open Excel

Open Microsoft Excel on your computer.

When you open Excel, you’ll be greeted with a variety of template options, but for this tutorial, we’ll start from scratch. Click on the “Blank Workbook” to open a new spreadsheet.

Step 2: Enter Data

Click on a cell and start typing to enter data.

The great thing about Excel is that it’s very flexible. You can enter text, numbers, or dates into the cells. Each cell can hold a different piece of information, which Excel will use to perform calculations.

Step 3: Use Functions

Use Excel functions to perform calculations.

Excel has a wide range of built-in functions that you can use to calculate sums, averages, and more. For example, you can use the SUM function to add up a range of numbers, or the AVERAGE function to find the mean of a set of values.

Step 4: Format Your Data

Format your data to make it easy to read and understand.

Excel offers many formatting options, such as bolding, italicizing, or changing the color of your text. You can also adjust the size of your cells, align text, and add borders to make your data stand out.

Step 5: Save Your Spreadsheet

Save your spreadsheet to your computer.

Once you’re happy with your spreadsheet, don’t forget to save it! Click on “File” then “Save As” and choose a location on your computer. Give your spreadsheet a name, and make sure to save it as an Excel Workbook so you can come back to it later.

After completing these steps, you will have a basic spreadsheet ready to use. You can continue to add data, functions, and formatting to make it suit your needs.

Tips: How to Optimize Your Spreadsheet in Excel

• Use keyboard shortcuts to save time. For example, you can press “Ctrl + C” to copy and “Ctrl + V” to paste.
• Organize your data with tables. This makes it easier to sort, filter, and analyze your information.
• Use conditional formatting to highlight important data. This can help you quickly see which numbers are above or below a certain threshold.
• Protect important cells to prevent accidental changes. You can lock cells so that they can’t be edited.
• Create charts and graphs to visualize your data. Excel offers a variety of chart types that can help you see trends and patterns.

Frequently Asked Questions

What is a cell in excel.

A cell is the basic unit of a spreadsheet in Excel. It’s where you enter your data.

Each cell is identified by a letter and a number that corresponds to its column and row. For example, the cell in the first column and the first row is called “A1.”

Can I use Excel on a Mac?

Yes, Excel is available for both Windows and Mac computers.

The steps to create a spreadsheet in Excel are the same regardless of which operating system you’re using.

How do I add a new row or column?

To add a new row or column, right-click on a cell and select “Insert.”

You can choose to insert a new row above or below the selected cell, or a new column to the left or right.

How do I create a formula in Excel?

To create a formula, start by typing an “=” sign in a cell.

After the “=”, you can enter your formula. For example, to add two cells together, you could type “=A1+B1.”

Can I share my Excel spreadsheet with others?

Yes, you can share your Excel spreadsheet by saving it to the cloud or by emailing it as an attachment.

Excel also offers collaboration features that allow multiple people to work on the same spreadsheet at the same time.

• Use Functions
• Format Your Data
• Save Your Spreadsheet

Creating a spreadsheet in Excel is a useful skill that can help you organize and analyze data for personal or professional use. By following the steps outlined in this article, you can create a basic spreadsheet and customize it to meet your needs. Remember to take advantage of Excel’s built-in functions and formatting options to make your spreadsheet both functional and visually appealing. With a little practice, you’ll be able to create spreadsheets that can assist you with everything from budgeting to project management. Don’t forget to save your work and explore the many features Excel has to offer to optimize your spreadsheets even further.

Matthew Burleigh has been writing tech tutorials since 2008. His writing has appeared on dozens of different websites and been read over 50 million times.

After receiving his Bachelor’s and Master’s degrees in Computer Science he spent several years working in IT management for small businesses. However, he now works full time writing content online and creating websites.

His main writing topics include iPhones, Microsoft Office, Google Apps, Android, and Photoshop, but he has also written about many other tech topics as well.

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Homework To Do List

A spreadsheet can be a useful tool for tracking your homework assignments, due dates, and completion status. The homework list template on this page was designed based on my original To Do List Template for Excel. I simplified it a bit for and modified it specifically for tracking homework assignments. You can download the Excel file or the blank printable PDF version if all you need is a blank form to use for your student planner.

Homework To Do List Template

License : Private Use (not for distribution or resale)

"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer

Description

Drop-Down Lists for Status and Priority - The Status column lets you choose from "Not Started", "Incomplete", "In Progress", and "Complete." The Priority columns lets you choose between "High", "Medium", or "Low." If you want to edit the items in the drop-down lists, just select the cells you want to edit and go to Data > Data Validation and edit the comma-delimited lists.

Conditional Formatting for Priority and Due Date - I've set up the Priority column to show "High" as a bold red font and "Low" as a blue font. The Due Date uses icon sets to show when the date is past due. If you need or want to edit these rules, go to Home > Conditional Formatting > Manage Rules and select "This Worksheet" from the drop-down to see all the rules for the worksheet.

A Worksheet for Each Class - You can duplicate the main worksheet tab to create a homework list for each of your classes. Just right-click on the worksheet tab and select "Move or Copy" and check the "Create a copy" box. Then you can rename the tabs "ENG 101", "MATH 101" etc.

Completed Assignments - When you select "Complete" from the Status column, the font in that row will change to a gray strikethrough . You can edit the conditional format rule to change that if you want.

Printable Homework List

• Create a Drop Down List in Excel at vertex42.com - Explains how you can create a drop-down list like the one used in the Priority column.

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Excel Gradebook Templates (Points + Percentage)

If you are looking for a Microsoft Excel gradebook that will help you easily record and calculate grades for your students, then you will find exactly what you need on this page!

The Excel gradebook templates will allow you to keep track of your class grades in a very organized and efficient way. Spreadsheets make it fast to enter student attendance which is why when I was an academic coach I used spreadsheets to track my student grades, as well as every other type of student data that I could get my hands on.

This page contains the Excel gradebook templates, which were created specifically to be used in Microsoft Excel. Click here to get the Google Sheets versions of the gradebook templates .

Points based + percentage based version

There are two different gradebook templates that you can choose from, depending on whether you want to record points, or percentages. The points-based version allows you to enter the points per assignment, and then automatically displays the percentages on a separate tab. With the percentage-based version, you can directly enter the percentages for each assignment.

Points based (with Automatic percentage tab) (.xlsx)

This version of the gradebook template will allow you to enter the points possible & points earned on one tab… and it has an additional tab that will calculate the percentage of each assignment for you.

Percentage based (.xlsx)

This version of the template allows you to record the percentages of each assignment.

Click here to see the attendance templates for Excel .

Excused assignments

In the template you will have the option to mark assignments as “Excused” in the points-based gradebook template. If you have a student that you would like to excuse an assignment for, simply enter the letter “E” into the appropriate cell for that assignment / student, and that assignment will not factor into the calculations.

Gradebook color coding

Both templates have automatic color coding for the average grades of each student (Column B), and the average grades for each assignment (Row 1). This conditional formatting will allow you to easily identify students who are struggling, or assignments that may have been too difficult or too easy.

Points-based gradebook template for Excel

Get the template (.xlsx)

In this template, you can set the “Points Possible” for each assignment, and then record the points that were earned for each student, on each assignment. After entering the points possible and the points earned, the total points earned for each student/ assignment will calculate, and so will the average percentage.

In this template you can excuse a student from any assignment that you want, by entering the letter “E” for the score. That assignment for that student will not factor into the calculations.

You will also be able to see the overall class average at the top.

Instructions:

• Enter student names in column A
• Enter assignment names in row 4
• Enter the points possible for each assignment in row 3
• Enter the points earned for each student, on each assignment
• Optional- Click the second tab to view assignment percentages

This points-based template also has a second tab that doesn’t require any editing, and will automatically calculate the percentage of each individual assignment for you, as shown in the image below.

As you can see in the image above, the second tab of the percentage-based template shows the percentages that are associated with each score you entered in the form of points (on the first tab).

The total number of students in your class / in the template, will display at the top of the sheet.

This template was created by and is owned by Corey Bustos / SpreadsheetClass.com

Percentage based gradebook template for Excel

In this template, you will be able to directly record the percentage that is earned for each assignment. Whether you are calculating the percentages yourself or if you have a learning platform that reports percentages directly, this will allow you to record the percentage based scores for your students.

After entering the percentages earned for each assignment, the average score for each student, each assignment, and for the class overall, will calculate automatically.

• Enter assignment names in row 3
• Enter the percentage earned for each student, on each assignment

The total number of students on the sheet will display at the top of the sheet.

I hope that you enjoy these templates!

Click here to see more Microsoft Excel lessons .

Or check out the Microsoft Excel templates .

Related Posts:

• Google Sheets Gradebook Templates (Points and Percentage)
• Google Sheets Templates for Teachers
• Free Microsoft Excel Templates
• Attendance tracker templates for Microsoft Excel
• 24 of the Best Free Google Sheets Templates
• Attendance tracker templates for Google Sheets

Welcome to Spreadsheet Class!

My name is Corey, I have been building spreadsheets for companies for over 7 years, I was a data specialist at an online school for 5 years, and I created this website to help people learn how to use spreadsheets.

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Customizing a semester class schedule template in Excel

november 15, 2023

by Kat Norton

This free semester calendar template is an awesome way to keep your class schedule organized! It takes just a few moments to set up, and will make managing your busy schedule even easier. I have a few tips for creating a schedule that's functional, easy to use, and pleasing to look at.

With a mix of virtual and in person learning, it's crucial to stay on top of where your classes actually are. The first thing I want to customize in this class schedule template is adding a column onto the “Class list” tab for the location of each class. I'm going to select that column and then right-click and select the Insert option to add a column to the left of it. From here we can label it “Location” and add in that information.

Another way we can customize this Excel class schedule template is with some conditional formatting on the “Deadlines” tab, so we can easily see when a deadline is coming up. Whether it's homework, a presentation, a test, or any milestone in between, having a clear understanding of upcoming deadlines helps me know what's due when. We'll use conditional formatting to create e visual indication of how to prioritize work and effort.

Highlight the “Due date” column, and on the Home ribbon select Conditional Formatting . From here we can use the Highlight Cell Rules option and select a Date Occurring option.

Lastly, we can set up some rules to make items change color when it's due soon. Now any time a deadline falls into the “next week” category in the semester calendar template, it will change color so we know to prioritize it and put it at the top of our list.

Hope you found these tips helpful! Check out more schedules and planning templates at Microsoft Create.

Related topics

Tutorial Playlist

Excel tutorial, how to create an excel worksheet: step by step guide.

How to Create UserForms in Excel?

The Best Guide on How to Send an Email in Excel

How To Convert PDF File To Excel Without Software?

Excel MIS Report: What it is, Types & Steps to Create Report

Generate barcode in excel: barcode font for excel (with formula), your one-stop solution to learn mail-merge in excel and its implementation, a comprehensive guide on excel flash fill, slicers in excel: the ultimate guide to help you design and develop excel slicers, one-stop solution to learn everything about excel budget template, all you need to learn about match function in excel and its real-time implementation, everything you need to learn on how to create a pivot table from multiple sheets, the major fundamentals about xlookup in excel along with practical examples, the ultimate guide to learn how to compare two columns in excel, the best guide and your one-stop solution to master the fill series in excel, what is the date function in excel and how to implement it, your one-stop solution to designing and implementing hyperlinks in excel, one-stop solution to master everything you need to know about auto-sum in excel, dax in excel: the complete guide for dax functions and formulas in excel, a perfect guide for all you need to know about data formatting in excel, the perfect guide to learn how to add columns in excel, the perfect guide that will explain to you how to remove page break in excel, the perfect guide to explain to you how to remove blank rows in excel, the perfect guide to learning how to highlight duplicates in excel, one-stop solution understand the fundamentals of indirect function in excel, an ultimate guide to learn and implement sumifs in excel with practical examples, an ultimate guide to learning datedif in excel, an ultimate guide you need to learn about how to recover an unsaved excel file, the ultimate guide to learn and implement pivot charts in excel, learn the quickest keyboard shortcut to add dates in excel, learn how to how to group rows in excel in the easiest way, the simplest way to understand how to count colored cells in excel, how to calculate percentage in excel[with examples], how to use excel ranking function like a pro, formula for irr in excel, standard deviation in excel: a complete guide, unlock the power of excel: advanced worksheet management.

Lesson 1 of 36 By Ravikiran A S

Table of Contents

Microsoft Excel is a software product designed and developed to store, organize and manipulate structured data. Excel Worksheet plays a vital role in offering multiple functionalities to ease the tedious process of managing data.

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What is an Excel Worksheet?

An Excel worksheet is a software program/document that collects rows and columns designed to store information in an organized manner. An Excel worksheet also enables users to apply mathematical and statistical logic to the data and manipulate it according to the requirements of the business strategies.

So, this was a brief introduction to Excel Worksheet. In the next section, you will learn how to create a new Excel Worksheet.

How to Create an Excel Worksheet?

To create a new Excel worksheet, you need to follow the steps mentioned below.

By default, when you start Microsoft Excel, there is an option of selecting a variety of worksheets, as shown below.

You can select the option based on the requirements. For now, create a blank worksheet. The blank worksheet looks as shown below.

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Insert a New Excel Worksheet

There might be a situation where you would need to include another worksheet along the side of the existing worksheet. This collection of Excel Worksheets is called an Excel Workbook. To insert a new worksheet, you can right-click on the sheet name in the bottom sheet tracker tray, as shown below.

By selecting the new worksheet option from the available options, you can create a new worksheet as displayed below.

A new dialogue box will appear on the screen, where you can select the option to include a new sheet.

In the next part, you will learn how to rename a worksheet.

Rename Excel Worksheet

You can rename the Excel Worksheet by right-clicking on the sheet name and selecting the rename option from the dialogue box as shown below.

In the next segment, you will learn how to delete a worksheet.

Delete Excel Worksheet

If you wish to eliminate the Excel Worksheet, you must right-click onto the worksheet tab and select the delete option from the dialogue box as shown below.

Worksheets in Excel can also be hidden. Now, you will see how that can be done.

Hide Excel Worksheet

Sometimes, you might have to keep a particular worksheet hidden. You can achieve this by right-clicking the worksheet name on the worksheet tray and selecting the hide option from the dialogue box, as shown below.

If you want to unhide the hidden worksheet, you can right-click on the existing worksheet and choose the option of Unhide, as shown below.

The following dialogue box will show the list of hidden sheets, and you can choose the sheet you wish to unhide, as shown below.

In the next part, you will learn to move or copy an Excel Worksheet

Move or Copy an Excel Worksheet

To move or copy an excel worksheet, you must right-click on the sheet name you wish to move or copy and select the option of copy or move option from the dialogue box as shown below.

After selecting the option, you will find a new dialogue box, as shown below.

The first step is to select the workbook where you want to copy or move the current worksheet. It can be the current workbook or a different workbook, as shown below.

The next step is to select if you want to move (cut and paste) the worksheet or copy the worksheet. If you wish to copy the sheet, then make sure you select the tick option as shown below.

If you wish to move the worksheet to a new workbook, then select the new workbook option in the first menu and do not select the tick in the last option that reads "make a copy".

In the upcoming part, you will learn to protect the cells in the excel worksheet.

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Protect Cells in Excel Worksheet

To protect the cells in the Excel Worksheet, you should right-click on the sheet and select the safeguard cells option on the dialogue box, as shown below.

The following dialogue box will help you select the contents on the sheet with a password, as shown below. 

With this, you have come to an end of this "Excel Worksheet" article. 

" UserForms in Excel " can be your next stop. Generating a user form in excel will help you simplify the process to insert, delete, and manipulate data in Excel Worksheet.

Are you looking to go deeper with your Microsoft Excel learning Perhaps you are interested in furthering your career in Business Analytics?

If the answer is yes to either or both the above questions, the  Business Analytics certification course offered by Simplilearn is something you should definitely explore. This applied training program is designed to help you grasp the basic concepts of data analysis and statistics which can help you devise insights from the data available to present the findings as visualizations with the help of executive-level dashboards. You will learn all this and more in our cutting-edge program. Take a look and enroll now.

Have you got any questions for us on this Excel Worksheet tutorial? If yes, do feel free to share them in the comments section below. Our subject matter experts will resolve them for you as soon as possible.

1. What is an Excel worksheet?

You can sort and analyze raw data on excel. It is a collection of rows and columns. Each worksheet has 1048576 rows and 16384 columns. 

2. What are the basic Excel functions? 

Most basic and essential Excel functions are as follows: 

1. =IF(logical test, value if true, value if false)

=SUMIFS(sum range, criteria range 1, criteria 1, …)

3. COUNTIFS

=COUNTIFS(criteria range 1, criteria 1, …)

=TRIM(text)

5. CONCATENATE

=CONCATENATE(text1, text2, text3, …)

6. LEFT/RIGHT

=LEFT(text, num chars)

=RIGHT(text, num chars)

=VLOOKUP(lookup value, table array, column index number, range lookup)

=IFERROR(VLOOKUP(B2,$G$2:$H$12,2,FALSE),"Name not found. Check both lists")

=VALUE(text)

10. UNIQUE 

=UNIQUE(array, by col, exactly once)

3. How many worksheets are there in Excel?

In one workbook you can add 255 separate sheets. 

4. What are Excel files called?

Excel has worksheets or spreadsheets where we usually work.These worksheets are stored in a workbook. One book can have multiple worksheets in it.

5. What are the shortcut keys for Excel?

Some common shortcut keys for excel are as follows: 

• Close a workbook - Ctrl+W
• Open a workbook - Ctrl+O
• Go to the Home tab - Alt+H
• Save a workbook - Ctrl+S
• Copy selection - Ctrl+C
• Paste selection - Ctrl+V 
• Undo recent action - Ctrl+Z 
• Remove cell contents - Delete 
• Choose a fill color - Alt+H, H 
• Cut selection - Ctrl+X 
• Go to the Insert tab - Alt+N 
• Apply bold formatting - Ctrl+B 
• Center align cell contents - Alt+H, A, C 
• Go to the Page Layout tab - Alt+P 
• Go to the Data tab - Alt+A

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About the Author

Ravikiran A S works with Simplilearn as a Research Analyst. He an enthusiastic geek always in the hunt to learn the latest technologies. He is proficient with Java Programming Language, Big Data, and powerful Big Data Frameworks like Apache Hadoop and Apache Spark.

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• Free Excel Courses and Resources
• Excel Self-Assessment Tool
• Free Excel Online Exercises
• Excel Basics – Zero to Hero
• Excel Tests
• Top 10 formulas and functions in Excel
• Vlookup – Tutorial with Example and Exercise Sheet
• Pivot Tables Tutorial
• Excel Shortcuts – Windows and Mac
• HOT! – Excel Mortgage Calculator – Calculate your mortgage payments and get the payment schedule for the entire period of the loan – Step-by-step tutorial on how to build a Mortgage Calculator in Excel.
• New! Excel Online Cheat Sheet – A Quick Guide To Excel’s Web Version
• Can’t find what you’re looking for? Suggest a tutorial here!

• Excel Basics – Start here if you are new to Excel! Learn how Excel works, how to perform basic calculations, and how to use cell references to save time and increase efficiency!
• Addition (Plus)
• Subtraction (Minus)
• Multiplication
• Excel Shortcuts for Windows – Master Excel Shortcuts to save time and increase efficiency!
• Excel Shortcuts for Mac – Learn how to make the most of Excel on your Mac!

Formulas/Functions

• SUM function – Sum multiple values in Excel
• MAX – find the maximum value in a range
• MIN – find the minimum value in a range
• COUNT – Count numeric values in a range
• COUNTA – Count numeric and textual values
• AVERAGE – Calculate average of a range
• Filtering in Excel – Learn how to filter your data using Excel’s Filter Tool
• Excel Sort – Learn how to sort your data in Excel.
• Flash Fill – Excel’s hidden gem for auto-completing data based on a pattern
• Remove Duplicates – Remove duplicate values in a single column or multiple columns!

Intermediate

Conditional.

• IF function – check if a condition is met
• NESTED IF – Multiple if conditions
• Conditional Formatting – Format Excel Cells based on criteria
• COUNTIF – Count cells in range which meet a certain criteria
• SUMIF – Sum range based on criteria
• AVERAGEIF – Calculate the average of a range based on criteria
• SUMIFS – Sum cells using multiple criteria
• COUNTIFS – Count cells using multiple criteria
• MAXIFS – Find maximum value in a range based on criteria
• MINIFS – Find minimum value in a range based on criteria
• AND/OR – Check if multiple criteria are met (Works great when combined with an IF function!)
• ISBLANK – Check if a cell is blank or not

• VLOOKUP – lookup value and return corresponding value from a table
• HLOOKUP – lookup value and return corresponding value from a table
• Hot!!! XLOOKUP – Excel’s next generation lookup function which combines the best features from VLOOKUP, INDEX MATCH, HLOOKUP and IFERROR/IFNA

Pivot tables

• Pivot Table – Quickly Analyze and Summarize your data using Excel’s most powerful tool!

Text Formulas

• LEFT, MID, RIGHT – Basic Text Functions
• HOT! – TEXTBEFORE & TEXTAFTER – Extract text before or after a delimiter using Excel’s brand new powerful functions!
• HOT! – TEXTSPLIT – Split your text into multiple cells using this super powerful new function!
• TEXTJOIN – Easily combine multiple cells using delimiter
• CONCAT – Combine range of cells without delimiter
• CONCATENATE – Combine two cells or more into one cell
• LEN – Find the length of a cell
• FIND – Find the position of a text within another text (Case-sensitive)
• SEARCH – Find the position of a text within another text (Case-insensitive)
• SUBSTITUTE – Replace text with another text in a cell/expression
• TRIM – Remove extra spaces from the text
• LOWER, UPPER, PROPER – Convert text to lowercase, uppercase and proper case
• VALUE – Convert data stored as text into values
• TEXT – Convert and format numbers into text
• Text to Columns – Quickly split a column into multiple columns using a delimiter. Bonus – Quickly change date formats or convert text to numbers!
• FORMULATEXT – display a formula in another cell as text

Date functions

• DAY, MONTH, YEAR – Extract day, month and year from a date in Excel
• DATE – Create a date from individual values
• WEEKDAY – Return the number of the day of the week
• EOMONTH – Return the date of the last day of the month based on a specific date

Index & Match lookup

• INDEX – Retrieve cell in nth position in a range
• MATCH – Find position of value in a range
• INDEX MATCH – Just like VLOOKUP, only better.

Other advanced tools

• SUMPRODUCT – Sum the products of Excel ranges
• Excel Wildcards – Advanced searching and matching in Excel
• Advanced Filter – Filter by multiple criteria in the same column, or even in different columns!

Power Query

• Combine data from multiple Excel workbooks using Power Query
• Column from Examples tool – Learn the secret to mastering Power Query without any prior knowledge!
• Unpivot columns easily using Power Query

Secret Excel Functions

This section covers Excel functions that are not available in most of Excel’s versions. These functions will unlock a new set of capabilities such as fining only unique values, sorting, and filtering – the tutorials below will help you with mastering Excel’s new functions!

• UNIQUE – Extract unique values from a range
• SORT Function – Sort range dynamically
• SORTBY – Sort range dynamically by using another range
• FILTER Function – Filter range by specific criteria
• RANDARRAY – Create an array of random numbers 
• SEQUENCE – Create a range of sequential values
• LET – Assign values and calculations to names to improve your formula’s ease of use, readability, and performance!
• HOT! – LAMBDA – The mother of all functions that will help you create amazing and powerful custom functions for your own need! 
• VSTACK – Vertically stack arrays/ranges in Excel
• HSTACK – Horizontally stack arrays/ranges in Excel
• CHOOSEROWS – Return specific rows from a range or array
• CHOOSECOLS – Return specific columns from a range or array
• TOROW – Convert a range/array into a single row
• TOCOL – Convert a range/array into a single column

Financial Functions

Learn how to use Excel to make financial calculations!

• Excel Financial Calculator – quickly calculate PV, FV, PMT, NPV, IRR
• PMT – Calculate the periodic payment amount of a loan, mortgage, or another financial instrument
• PPMT & IPMT – Find the Principal and Interest portion of a certain payment
• PV – Find the Present Value of a loan, mortgage, or any other financial instrument 

Excel Macros – VBA (Visual Basic for Applications)

• Start here – How to run your first VBA Macro in Excel without knowing VBA? 

Excel Data Sheets for Practice

Want to do some freestyle practice? Create your own Excel playground with our blank excel Worksheet!

• Excel-Online Blank Worksheet
• Excel Practice Data

How to Calculate in Excel – Excel-Online Calculators

• How to Calculate GPA in Excel
• How to Calculate BMI in Excel
• How to Calculate Density in Excel
• How to Calculate Weighted Average in Excel

Lists in Excel (Download Link Available)

• List of Numbers in Excel –  Generate sequential or custom patterns of numbers for your Excel projects.
• ABC List in Excel –  Easily create alphabetical lists from A-Z for indexing, sorting, and categorization.
• List of U.S. States   in Excel –  Access a comprehensive list of all 50 U.S. states.
• Days of the Week in Excel –  A quick list of the days of the week, essential for scheduling and planning.
• Months of the Year in Excel –  Download a list of the 12 months of the year for time-based analyses.
• List of Colors in Excel –  Explore a list of standard color names for data visualization and UI design.
• Country List in Excel –  A global list of countries for international datasets or geographic studies.
• Holiday List in Excel –  A curated list of standard holidays for planning and project management.
• List of Currencies : A list of world currencies for financial modeling or international business.

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Student Assignment Planner Template For Excel

Being a student has its own share of challenges. Aside from keeping a good attendance, participating in class, having extracurricular activities, and getting homework done, you have to juggle everything effectively to ensure that you ace your class.

The Student Assignment Planner Template for Excel is a convenient template that can help you keep an organized schedule in school. This assignment planner template features a set of worksheets that each play a role in keeping your schedule organized on a weekly and monthly basis.

Organize Your Schedule into Tabs

The first of three tabs is the Assignments tab, which allows you to list all of your class assignments and their respective due dates. This worksheet is designed to work with grade school, high school, and college students alike. The items on this list automatically update on the other two worksheet tabs, the Month View and the Week View. These other tabs can then be navigated by clicking on the tabs right above the Assignments table.

Meanwhile, the Month View tab shows a calendar view of each month. You simply need to select a month and enter a year to go to a specific month that you are working on.

Meanwhile, you can zone in on a specific week by clicking on the Week View. This allows you to list the schedules and to-dos for each day so you can easily accomplish your goals.

Easily Access the Template to Always be on Track

And because this template is in Excel Online, you can keep track and update your student schedule simply and conveniently through your phone. And if you don’t have your phone, you can use any other mobile device or computer to access your schedule so you won’t miss a beat.

Furthermore, you can use the planner template even with a team, especially when you are working remotely with each other. You can share the link to the template and access it anytime you need it. You can view the changes done to the schedule in real time, as well as easily share your schedule with other people.

This planner template can be used not only for school but also in a personal or work setting.

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15 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time

Still using spreadsheets to manage your projects? Revolutionize your project management with ProjectManager. Plan projects, manage resources and track progress with powerful features the whole team can use.

Excel spreadsheet templates are a great tool to track the costs, time and performance of your team. We’ve collected ProjectManager’s 15 best Excel spreadsheet templates for tracking that you can download and use for free.

1. Dashboard Template

A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.

ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.

There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.

This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Get started with ProjectManager free today.

Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.

2. Task Tracker Template

ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.

This task tracker spreadsheet captures the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.

3. Budget Spreadsheet for Cost Tracking

Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.

Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS) . Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.

There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.

Related: How to Track Project Expenses

4. Timeline Template

ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!

To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.

You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.

Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.

5. Action Plan Spreadsheet

Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.

We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.

Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?

6. Status Report Template

Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.

This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.

A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.

7. Risk Tracking Spreadsheet

No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.

This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue .

For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.

8. Change Tracking Spreadsheet

Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.

A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.

You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.

9. Time Tracking Spreadsheet

There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet . This timesheet is great for you or team members to record the amount of time spent on work.

This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.

Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.

10. Multiple Project Tracking Template

When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.

Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.

Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.

11. Issue Tracking Template

Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel , you have the tools to monitor the progress of resolving those issues.

The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.

There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.

12. To-Do List Template

Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.

A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.

Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.

13. Inventory Template

If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel . Use it to prevent production delays by keeping track of what you’re warehousing.

Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.

Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.

14. Progress Report Template

Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.

The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.

Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.

15. Work Schedule Template

Need help managing your human resources or operations planning? Check out our free work schedule template for Excel . This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.

Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.

Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.

Use ProjectManager to Track Time, Costs and Tasks Better Than Excel

Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.

Automatically Fill Out Timesheets

Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.

Work the Way That Suits You

Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.

Generate One-Click Reports in Seconds

Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.

Related Excel Project Management Content

While Excel is not a project management software, it can still be a very helpful for managing various aspects of your projects. That’s why we’ve created dozens of blogs, templates and guides to help you use Excel for project management.

• Essential Excel Report Templates
• Free Manufacturing Excel Templates
• Free Excel Construction Templates
• Free Word & Excel Templates for Business
• How to Create a Project Timeline in Excel (Free Template Included)
• How to Make a Gantt Chart In Excel Step-By-Step (Template Included)
• 25 Must-Have Project Management Excel Templates and Spreadsheets

ProjectManager is award-winning project management software for teams. Our real-time tool tracks time, costs and more to ensure you’re always on schedule and never spending over your budget. Join the 35,000+ people using our software to track tasks, cost and time. Get started with ProjectManager free today.

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How to create multiple selection drop down list in Excel

• Post author By Bizinfograph Staff
• Post date August 19, 2024
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Introduction to Multiple Selection Drop Down Lists in Excel

What is a multiple selection drop down list.

A multiple selection drop down list in Excel allows users to select more than one item from a predefined list of options. Unlike a standard drop down list in Excel, where users can only select one item, a multiple selection drop down list enables the selection of multiple items, all of which can appear in the same cell, separated by a delimiter such as a comma or line break. This feature is particularly useful in scenarios where multiple data points are needed from a single list, such as selecting multiple categories for a product or tagging multiple people in a project. Implementing this functionality typically requires the use of VBA (Visual Basic for Applications) to enhance Excel’s default data validation options.

Benefits of Using a Multiple Selection Drop Down List in Excel

Using a multiple selection drop down list in Excel provides significant advantages, especially in data-heavy environments. One of the primary benefits is the ability to streamline data entry by allowing users to select multiple items from a list, thereby reducing the chances of errors and ensuring consistency. This type of list is also more user-friendly compared to manually typing each selection, especially when dealing with long lists of options. Additionally, it improves data organization by consolidating multiple selections into a single cell, which can be particularly useful in reporting and analysis. For example, in a project management spreadsheet, allowing for multiple selections in a drop-down list can help track which team members are assigned to multiple tasks or roles, ensuring all data is captured efficiently.

Step-by-Step Guide to Creating a Multiple Selection Drop Down List to Select Multiple Items

Preparing your data for the drop down list with multiple selection.

Before creating drop-down list with multiple selection, it is crucial to prepare your data properly. Start by compiling a list of options that will be available in the drop-down menu, ensuring that all entries are unique and relevant. This list can be placed in a separate worksheet or within the same sheet where the drop-down list will be used. The data should be organized in a single column without any blank cells, as these will be used for data validation list. Preparing your data in this manner is essential for ensuring that the drop-down list functions correctly and that all possible selections are available to users.

Creating a Standard Drop Down List in Excel

To create a drop-down list in Excel, begin by selecting the cell where you want the list to appear. Then, go to the Data tab and click on “Data Validation.” In the dialog box that appears, choose “List” from the “Allow” drop-down menu, and then specify the range where your list of options is located. This will create a basic drop-down list in Excel, allowing users to select one item from the predefined list. While this setup only allows for a single selection, it forms the foundation upon which you can build a multiple selection drop down list using VBA. This initial step is critical, as it ensures that the basic functionality is in place before adding more complex features.

Using VBA to Allow Multiple Selections in a Drop-Down List

Enabling multiple selections in Excel drop-down list requires the use of VBA (Visual Basic for Applications). VBA allows you to create a custom code that modifies the default behavior of Excel’s data validation feature, enabling users to select multiple items in a drop-down list. The VBA code typically involves scripting an event handler for the worksheet that captures each selection and appends it to the cell’s current contents, separated by a delimiter like a comma or a line break. This process transforms the standard drop down list into one that supports multiple selections, making it a powerful tool for data entry and management.

Writing the VBA Code to Enable Multiple Selections

To write the VBA code for enabling multiple selections, open the Visual Basic for Applications editor by pressing Alt + F11 in Excel. Insert a new module and paste the following code:

Private Sub Worksheet_Change(ByVal Target As Range)     Dim OldValue As String     Dim NewValue As String     On Error GoTo ExitHandler     If Target.Address = “$B$2” Then         Application.EnableEvents = False         NewValue = Target.Value         Application.Undo         OldValue = Target.Value         Target.Value = OldValue & “, ” & NewValue     End If ExitHandler:     Application.EnableEvents = True     Exit Sub End Sub

This code allows users to select multiple items in cell B2 . Each new selection is appended to the previous ones, separated by a comma. You can modify the cell reference and delimiter according to your needs. The code is designed to handle multiple selections in a drop-down list effectively, allowing for flexible data entry in Excel.

How to Apply the VBA Code to Your Excel Spreadsheet

After writing the VBA code, you need to apply it to the desired worksheet. Close the VBA editor and return to your Excel spreadsheet. The VBA code is now active, and the drop down list will allow multiple selections in the specified cell. To use the code in different cells or across multiple worksheets, simply adjust the cell reference in the code. Remember to save your workbook as a macro-enabled file ( .xlsm ) to ensure that the VBA code is preserved and functions correctly. This step is crucial for enabling the multiple selection functionality in your Excel drop down list.

Testing Your Multiple Selection Excel Drop Down List

Once the VBA code is applied, it’s important to test your multiple selection drop down list to ensure it works as expected. Start by clicking on the cell with the drop down list and selecting multiple items. Verify that each selected item appears in the cell, separated by the designated delimiter. Additionally, test the list to make sure that it handles a large number of selections and that the VBA code does not cause any errors or unexpected behavior. Testing is a critical step in the implementation process, as it ensures that the drop down list functions smoothly and meets your data entry needs.

Troubleshooting Common Issues with Multiple Selections

When working with multiple selections in a drop down list, you may encounter some common issues. For example, the VBA code might not function if the worksheet’s settings are not configured correctly, or if there are conflicts with other macros. Additionally, you may notice that the selected items do not appear correctly if the delimiter is not set up properly in the code. To troubleshoot these issues, double-check the VBA code for accuracy, ensure that macros are enabled in your Excel settings, and review the data validation rules applied to the drop down list. Troubleshooting these common problems will help ensure that your multiple selection drop down list works efficiently.

Tips and Tricks for Managing Drop Down with Multiple Selections

Best practices for using multiple selections in excel.

When using multiple selection drop down lists in Excel, it’s essential to follow best practices to ensure optimal functionality. One key practice to create drop down list, is to keep your list of options concise and relevant, as a lengthy list can become cumbersome for users. Additionally, consider using clear and consistent delimiters, such as commas or line breaks, to separate selected items within the cell of Microsoft Excel. This improves readability and makes data analysis easier. Another best practice is to regularly test your VBA code to ensure it continues to work as expected, especially after making changes to the spreadsheet. By adhering to these best practices, you can create effective and user-friendly multiple selection drop down lists in Excel.

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How to Refresh Pivot Table Automatically When Data Changes?

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Pivot tables are powerful tools for summarizing and analyzing large datasets in Excel. However, they don’t update automatically when the source data changes. In this article, we will show you how to refresh pivot tables automatically when data changes, saving you time and ensuring your reports always reflect the most current information.

Why Should You Auto Refresh Pivot Table?

Keeping your pivot tables up-to-date is crucial for accurate data analysis and reporting. Manual refreshing can be time-consuming and prone to human error. By setting up automatic refresh, you ensure:

• Real-time data accuracy : Your pivot tables always reflect the latest changes in your source data.
• Time savings : No need to manually refresh pivot tables every time you update your data.
• Consistency : Eliminate the risk of forgetting to update pivot tables before sharing reports.

Methods to Refresh Pivot Table Automatically

There are several ways to set up automatic pivot table refreshing in Excel. We’ll cover the most effective methods, from built-in Excel features to VBA solutions.

1. Using Excel’s Data Connection Properties

This method works well if your pivot table is based on data from an external source.

• Right-click anywhere in your pivot table
• Select “ PivotTable Options “
• Go to the “ Data ” tab
• Check the box for “ Refresh data when opening the file “
• Click “ OK ” to save changes

Now, your pivot table will automatically refresh whenever you open the workbook.

2. Using VBA to Refresh on Worksheet Change

For pivot tables based on data within the same workbook, you can use VBA to trigger a refresh whenever the source data changes.

• Press Alt + F11 to open the Visual Basic Editor
• Insert a new module
• Copy and paste the following code:
• Adjust the range “A1:Z1000” to match your data range
• Save and close the VBA editor

This code will refresh all pivot tables in the workbook whenever data changes within the specified range.

3. Using Power Query for Automatic Refresh

Power Query offers a robust solution for automatic data refreshing, especially for complex data sources.

• Select your data range
• Go to Data > From Table/Range
• In the Power Query Editor, make any necessary transformations
• Click Close & Load to create a connection
• Create your pivot table based on this connection
• Right-click the pivot table and select “ PivotTable Options “
• Go to the “ Data ” tab and check “ Refresh data when opening the file “

Power Query will automatically update the data connection, refreshing your pivot table when you open the file.

Best Practices for Automatic Pivot Table Refresh

To ensure smooth operation of your automatically refreshing pivot tables, consider these best practices:

1. Optimize Data Source

• Structured data : Organize your source data in a tabular format with clear headers.
• Consistent formatting : Maintain consistent data types and formatting across columns.
• Named ranges : Use named ranges for your data to make VBA code more robust.

2. Performance Considerations

• Refresh frequency : For large datasets, consider limiting refresh to file open or on-demand to avoid performance issues.
• Data volume : Be mindful of the amount of data you’re refreshing, especially with external sources.

3. Error Handling

• VBA code : Include error handling in your VBA scripts to manage potential issues during refresh.
• Data validation : Implement data validation in your source data to prevent errors during refresh.

Troubleshooting Common Refresh Issues

Even with automatic refresh set up, you may encounter some issues. Here are solutions to common problems:

1. Pivot Table Not Reflecting New Data

• Check data range : Ensure your pivot table’s source data range includes all new data.
• Manual refresh : Try a manual refresh (right-click > Refresh) to see if it updates.
• Clear cache : Go to PivotTable Options > Data tab > “ Clear Cache ” to force a full refresh.

2. Slow Refresh Performance

• Optimize formulas : Remove unnecessary calculations from your source data.
• Limit external connections : Minimize the number of external data connections.
• Use Power Pivot : For large datasets, consider using Power Pivot for improved performance.

3. Refresh Errors

• Check data source : Ensure the source data is accessible and hasn’t been moved or renamed.
• Update connections : For external data, check and update connection strings if necessary.
• Review security settings : Make sure Excel has permission to access and refresh the data source.

Advanced Techniques for Automatic Pivot Table Refresh

For more complex scenarios, consider these advanced techniques:

1. Scheduled Refresh with Power BI

If you need regular updates without opening Excel, consider using Power BI:

• Import your Excel workbook into Power BI
• Set up a scheduled refresh in Power BI service
• Your pivot tables will update automatically on the set schedule

2. Real-time Refresh with Power Automate

For near real-time updates, you can use Power Automate (formerly Microsoft Flow):

• Create a flow that triggers when your data source updates
• Use the “ Run script ” action to execute a macro that refreshes your pivot tables
• Schedule the flow to run at desired intervals

3. Custom VBA Functions for Selective Refresh

Create custom VBA functions to refresh specific pivot tables based on certain conditions:

This function refreshes only the specified pivot tables, allowing for more targeted updates.

Comparison of Automatic Refresh Methods

To help you choose the best method for your needs, here’s a comparison table of the main automatic refresh techniques:

Conclusion: Keeping Your Pivot Tables Fresh and Accurate

Automatically refreshing pivot tables when data changes is a crucial skill for anyone working with Excel for data analysis and reporting. By implementing the methods discussed in this article, you can ensure your pivot tables always reflect the most current data, saving time and improving the accuracy of your reports.

Remember to choose the method that best fits your specific needs, considering factors like data source, refresh frequency, and performance requirements. With these techniques, you’ll be able to harness the full power of pivot tables for dynamic, up-to-date data analysis.

Frequently Asked Questions

How do i set up automatic pivot table refresh in excel.

Set up automatic pivot table refresh in Excel using Data Connection Properties for external sources, VBA code for worksheet changes, or Power Query for complex transformations. Choose the method that best fits your data source and refresh needs.

Why isn’t my pivot table updating automatically?

If your pivot table isn’t updating automatically, check that the “Refresh data when opening the file” option is enabled, verify your VBA code implementation, ensure your data source hasn’t changed, and try clearing the pivot table cache. If problems persist, review your data connections and Excel settings.

Can I refresh pivot tables without opening Excel?

Yes, you can refresh pivot tables without opening Excel by using Power BI for scheduled refreshes, Power Automate for event-triggered updates, or Windows Task Scheduler with a VBA macro for timed refreshes. These methods enable automated updates without manual intervention.

How can I improve the performance of automatic pivot table refreshes?

Improve automatic pivot table refresh performance by optimizing your data source, using Power Pivot for large datasets, limiting refresh frequency, implementing incremental refreshes when possible, and ensuring adequate computer resources. These strategies can significantly reduce refresh times and enhance overall efficiency.

What are the best practices for maintaining automatically refreshing pivot tables?

Maintain automatically refreshing pivot tables by keeping data sources well-structured, using named ranges, regularly updating connections, implementing error handling in custom code, documenting your setup, and periodically reviewing and optimizing your refresh methods. These practices ensure long-term reliability and efficiency of your pivot tables.

Can I set up different refresh schedules for multiple pivot tables?

Yes, you can set different refresh schedules for multiple pivot tables using custom VBA code, separate Power Query connections, Power BI’s scheduled refresh feature, or multiple Power Automate flows. These methods allow you to tailor refresh schedules to each pivot table’s specific needs within your workbook.

Vaishvi Desai is the founder of Excelsamurai and a passionate Excel enthusiast with years of experience in data analysis and spreadsheet management. With a mission to help others harness the power of Excel, Vaishvi shares her expertise through concise, easy-to-follow tutorials on shortcuts, formulas, Pivot Tables, and VBA.

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Understanding the Excel NOT Function: A Comprehensive Guide

• Last updated August 21, 2024

Let’s delve into one of Excel’s powerful functions — the NOT function. By the end of this tutorial, you’ll understand how the NOT function works, how to use it, and how to combine it with other functions to create complex conditions and formulas in Excel.

Table of Contents

The Excel NOT Function: An Overview

The Excel NOT function is remarkably powerful, as it allows you to reverse a logical statement. This feature can come in handy when you want to create conditions or formulas that specify exceptions or exclusions. Here’s how you can leverage the NOT function to its fullest potential.

The syntax of the NOT function is pretty simple. Just enter the value you  want to check, and the function returns TRUE or FALSE based on your selection. The logical test checks the logical value you enter as an argument. And remember the Boolean values of TRUE equate to 1 in Excel. False equates to 0.

Simple example: Here’s how to find negative numbers in a column. Here’s one way to check if cell B2 equals a negative number:

In this case, if cell B2 contains a negative number the value returns as “TRUE”. That’s because we’re asking if the value is NOT above 0. The function works with more complex checks as well. Here are a few more detailed examples, with screenshots.

Video Guide to the Excel =NOT() Function

Working with the NOT Function in Excel: Basic Examples

The best way to understand the =NOT Function in Excel is to practice with examples. Watch my video (above) to see these in action, or access my dataset here and try it yourself with your own Excel application.

Access Dataset

There are many uses for the NOT function in Microsoft Excel. It’s commonly used for filtering student scores, sales figures, and inventory . Let’s try some real world applications with formula examples for each.

Example 1: Identifying Prices Not Greater Than 50

First, let’s explore a basic use-case of the NOT function through a data table with product prices. This example shows how to use the NOT function with comparison operators like greater than, less than, or equal to.

Suppose we aim to identify the rows where the product price is not greater than 50. See the video or screenshot to follow along.

Here’s how to do it:

1. Add a New Column : Create a new column in your data table to work with the NOT function. 2. Use the NOT Function : Input the formula `=NOT(` and select the cell containing the price, followed by `> 50)`. 3. Analyze the Result : If the result returns TRUE, it means the price is not greater than 50. For example:

This formula checks the cell’s value. If A2 contains a value less than or equal to 50, the formula will return TRUE.

By dragging the formula down the column, you can instantly see which product prices meet the criteria.

Combining the NOT Function with Other Functions

The real power of the Excel =NOT() function comes from the way it interacts with other functions. Here are two examples from my own life.

Example 2: Using NOT with AND

NOT can be combined with other logical functions to form more complex conditions. Let’s say you want to filter out items that are not greater than 50 and also are not categorized as gadgets:

1. Combine NOT with AND : Use the AND function to combine multiple NOT conditions. 2. Formula : Input the formula:

This formula will return TRUE if both conditions are satisfied: the price is not greater than 50 and the category is not gadgets.

Example 3: Simplifying Logical Conditions

Sometimes, simplifying logical conditions is beneficial for readability and efficiency. For instance, to exclude gadgets alone without any price condition in a given data set:

1. Simplify the Condition : Remove additional logical functions if unnecessary. 2. Example Formula :

This formula returns TRUE if the item is not categorized as gadgets.

Real-World Application: Filtering Data

You can filter your data based on the results of the NOT function:

1. Apply Filter : Once your conditions are set, apply a filter to your column. 2. Filter TRUE Values : Select TRUE to filter out the rows meeting your NOT conditions.

For example, if you’ve used the formula to identify items not greater than 50 and not gadgets, apply the filter to find all entries that match these criteria.

This also works with conditional formatting to change the row color based on your the return value of your NOT formula. Pair that with an Excel macro to quickly apply your formatting to other sheets in your workbook.

Common Excel Functions to Use with NOT

The NOT function is so powerful because it works with many other functions. You can use it an IF or an OR function. To build on an earlier example, here’s how to use IF along with NOT to change the output from True/False to a word.

Note that this single formula checks cell references (A1) for a value under 0. It then uses the IF function to generate an output of “Positive or Zero” instead of FALSE.

The ISBLANK function in Excel also works well with NOT.

This worksheet function can check column B in your Excel spreadsheet to see whether cells contain values (number or text values). Just enter it in one a logical test column at the top and drag down to apply to the rest of your column. Use it with conditional formatting to quickly highlight nonblank cells in your worksheet.

Looking to negate other functions? Try it with COUNTIF in Excel to not count cells based on a certain condition.

The Excel NOT function is a practical tool when dealing with logical statements and can significantly enhance your ability to manage data in Excel. By reversing conditions, combining NOT with other functions like AND, and leveraging these in real-world scenarios, you can streamline your workflow efficiently.

We hope you found this guide helpful. Feel free to leave any questions or feedback in the comments below. How do you use the NOT function in your Excel projects? Let us know your creative uses!

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• Create a PivotTable to analyze worksheet data Article
• Use the Field List to arrange fields in a PivotTable Article
• Group or ungroup data in a PivotTable Article
• Filter data in a PivotTable Article
• Create a PivotChart Article

Create a PivotTable to analyze worksheet data

A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data. PivotTables work a little bit differently depending on what platform you are using to run Excel.

If you have the right license requirements , you can ask Copilot to help you create a PivotTable .

Create a PivotTable in Excel for Windows

Select the cells you want to create a PivotTable from.

Note:   Your data should be organized in columns with a single header row. See the Data format tips and tricks section for more details.

Select  Insert  >  PivotTable .

Note:  Selecting Add this data to the Data Model  adds the table or range being used for this PivotTable into the workbook’s Data Model. Learn more .

Choose where you want the PivotTable report to be placed. Select New Worksheet  to place the PivotTable in a new worksheet or  Existing Worksheet  and select where you want the new PivotTable to appear. 

Select  OK .

PivotTables from other sources 

Note:  Depending on your organization's IT settings you might see your organization's name included in the list. For example, "From Power BI (Microsoft)."

Get from External Data Source

Get from Data Model

Get from Power BI

Use this option if your organization uses Power BI and you want to discover and connect to endorsed cloud datasets you have access to. 

Building out your PivotTable

To add a field to your PivotTable, select the field name checkbox in the  PivotTables Fields  pane.

Note:  Selected fields are added to their default areas: non-numeric fields are added to  Rows , date and time hierarchies are added to  Columns , and numeric fields are added to  Values .

To move a field from one area to another, drag the field to the target area.

Refreshing PivotTables

If you add new data to your PivotTable data source, any PivotTables that were built on that data source need to be refreshed. To refresh just one PivotTable, you can right-click anywhere in the PivotTable range, and then select Refresh . If you have multiple PivotTables, first select any cell in any PivotTable, then on the ribbon go to PivotTable Analyze > select the arrow under the Refresh button, and then select Refresh All .

Working with PivotTable Values

Summarize Values By

By default, PivotTable fields placed in the Values area are displayed as a SUM . If Excel interprets your data as text, the data is displayed as a COUNT . This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first selecting the arrow to the right of the field name, and then select the Value Field Settings option.

Next, change the calculation in the Summarize Values By section. Note that when you change the calculation method, Excel automatically appends it in the Custom Name section, like "Sum of FieldName", but you can change it. If you select Number Format , you can change the number format for the entire field.

Tip:  Since changing the calculation in the Summarize Values By section changes the PivotTable field name, it's best not to rename your PivotTable fields until you're finished setting up your PivotTable. One trick is to use Find & Replace ( Ctrl+H ) > Find what > " Sum of ", and then Replace with > leave blank to replace everything at once instead of manually retyping.

Show Values As

Instead of using a calculation to summarize the data, you can also display it as a percentage of a field. In the following example, we changed our household expense amounts to display as a % of Grand Total instead of the sum of the values.

Once you've opened the Value Field Setting dialog box, you can make your selections from the Show Values As tab.

Display a value as both a calculation and percentage.

Simply drag the item into the Values section twice, and then set the Summarize Values By and Show Values As options for each one.

Insert a PivotTable 

Select a table or range of data in your sheet and select Insert > PivotTable to open the Insert PivotTable pane.

You can either manually create your own PivotTable or choose a recommended PivotTable to be created for you. Do one of the following:

On the Create your own PivotTable card, select either New sheet or Existing sheet to choose the destination of the PivotTable.

On a recommended PivotTable, select either New sheet or Existing sheet  to choose the destination of the PivotTable.

Note:  Recommended PivotTables are available only to Microsoft 365 subscribers.

Change the source data

You can change the data sourcefor the PivotTable data as you are creating it.

In the Insert PivotTable pane, select the text box under Source . While changing the Source , cards in the pane won't be available.

Make a selection of data on the grid or enter a range in the text box. 

Press Enter on your keyboard or the button to confirm your selection. The pane updates with new recommended PivotTables based on the new source of data.

Working with the PivotTable Fields pane

In the PivotTable Fields  pane, select the check box for any field you want to add to your PivotTable.

By default, non-numeric fields are added to the Rows area, date and time fields are added to the Columns area, and numeric fields are added to the Values area.

You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, drag it out from the list or uncheck it.

By default, PivotTable fields in the Values area are displayed as a SUM . If Excel interprets your data as text, it is displayed as a COUNT . This is why it's so important to make sure you don't mix data types for value fields. Change the default calculation by right-clicking any value in the row and selecting the Summarize Values By option.

Right-click any value in the column you'd like to show the value for. Select Show Values As in the menu. A list of available values displays.

Make your selection from the list.

To show as a % of Parent Total , hover over that item in the list and select the parent field you want to use as the basis of the calculation. 

If you add new data to your PivotTable data source, any PivotTables  built on that data source must be refreshed. Right-click anywhere in the PivotTable range, and then select Refresh .

Delete a PivotTable

If you created a PivotTable and decide you no longer want it, select the entire PivotTable range and press Delete . This won't have any effect on other data or PivotTables or charts around it. If your PivotTable is on a separate sheet that has no other data you want to keep, deleting the sheet is a fast way to remove the PivotTable.

Before you get started

Your data should be organized in a tabular format, and not have any blank rows or columns. Ideally, you can use an Excel table .

Tables are a great PivotTable data source, because rows added to a table are included automatically in the PivotTable when you refresh the data, and any new columns are included in the PivotTable Fields  list. Otherwise, you need to either Change the source data for a PivotTable , or use a dynamic named range formula .

Data types in columns should be the same. For example, you shouldn't mix dates and text in the same column.

PivotTables work on a snapshot of your data, called the cache, so your actual data doesn't get altered in any way.

Create by using a Recommended PivotTable

If you have limited experience with PivotTables, or are not sure how to get started, a Recommended PivotTable is a good choice. When you use this feature, Excel determines a meaningful layout by matching the data with the most suitable areas in the PivotTable. This helps give you a starting point for additional experimentation. After a recommended PivotTable is created, you can explore different orientations and rearrange fields to achieve your desired results. You can also download our interactive Make your first PivotTable tutorial.

Select a cell in the source data or table range.

Select the PivotTable that looks best to you and press OK . Excel creates a PivotTable on a new sheet and displays the PivotTable Fields list.

Manually create a PivotTable

Excel displays the Create PivotTable dialog box with your range or table name selected. In this case, we're using a table called "tbl_HouseholdExpenses".

In the Choose where you want the PivotTable report to be placed section, select New Worksheet , or Existing Worksheet . For Existing Worksheet , select the cell where you want the PivotTable placed.

Select  OK , and Excel creates a blank PivotTable and displays the PivotTable Fields list.

Working with the PivotTable Fields list

PivotTable Fields list

In the Field Name area at the top, select the check box for any field you want to add to your PivotTable. By default, non-numeric fields are added to the Row area, date and time fields are added to the Column area, and numeric fields are added to the Values area. You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the PivotTable features that makes changing its appearance so easy.

PivotTable Values

Summarize by

By default, PivotTable fields placed in the Values area are displayed as a SUM . If Excel interprets your data as text, the data is displayed as a COUNT . This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first selecting the arrow to the right of the field name, and then by selecting the Field Settings option.

Next, change the calculation in the Summarize by section. Note that when you change the calculation method, Excel automatically appends it in the Custom Name section, like "Sum of FieldName", but you can change it. If you select Number...  , you can change the number format for the entire field.

Tip:  Since changing the calculation in the Summarize by section changes the PivotTable field name, it's best not to rename your PivotTable fields until you're finished setting up your PivotTable. One trick is to select  Replace ( on the Edit menu ) > Find what > " Sum of ", and then Replace with > leave blank to replace everything at once instead of manually retyping.

Show data as

Once you've opened the Field Settings dialog box, you can make your selections from the Show data as tab.

Simply drag the item into the Values section twice, right-click the value and select Field Settings , and then set the Summarize by and Show data as options for each one.

If you add new data to your PivotTable data source, any PivotTables that were built on that data source must be refreshed. To refresh just one PivotTable you can right-click anywhere in the PivotTable range, and then select Refresh . If you have multiple PivotTables, first select any cell in any PivotTable, and then on the ribbon go to PivotTable Analyze > select the arrow under the Refresh button, and then select Refresh All .

Deleting a PivotTable

If you created a PivotTable and decide you no longer want it, you can simply select the entire PivotTable range, and then press Delete . This doesn't affect any other data or PivotTables or charts around it. If your PivotTable is on a separate sheet that has no other data you want to keep, deleting that sheet is a fast way to remove the PivotTable. 

PivotTable on iPad is available to customers running Excel on iPad version 2.82.205.0 and above. To access this feature, please ensure your app is updated to the latest version through the App Store.

Create a PivotTable in Excel on iPad

Select a cell in the source data or table range. 

Go to Insert  > PivotTable . 

Choose where you want the PivotTable to be placed. Select Insert on new sheet  to place the PivotTable in a new worksheet or  select the cell where you want the new PivotTable placed in the Destination field. 

Select Insert . 

Working with the PivotTable Field List

Typically, non-numeric fields are added to the Rows area, date and time fields are added to the Columns area, and numeric fields are added to the Values area. You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the PivotTable features that makes changing its appearance so easy. 

Note:  If the field list is no longer visible, go to the PivotTable tab, swipe left, and select Field List to display the field list. 

If you add new data to your PivotTable data source, any PivotTables that were built on that data source must be refreshed. To refresh just one PivotTable you can select and hold on a cell anywhere in the PivotTable range, and then select Refresh . If you have multiple go to PivotTable tab on the ribbon and select Refresh . 

If you created a PivotTable and decide you no longer want it, you can select the rows and columns spanning the entire PivotTable range, and then press Delete .   

Data format tips and tricks

Use  clean , tabular data for best results.

Organize your data in columns, not rows.

Format your data as an  Excel table  (select anywhere in your data, and then select Insert > Table from the ribbon).

If you have complicated or nested data, use Power Query to transform it (for example, to  unpivot your data ) so it's organized in columns with a single header row.

Need more help?

You can always ask an expert in the Excel Tech Community  or get support in  Communities .

Microsoft Privacy Policy

PivotTable Recommendations are a part of the connected experience in Microsoft 365 , and analyzes your data with artificial intelligence services. If you choose to opt out of the connected experience in Microsoft 365, your data will not be sent to the artificial intelligence service, and you will not be able to use PivotTable Recommendations. Read the  Microsoft privacy statement  for more details.

Related articles

Create a PivotChart

Use slicers to filter PivotTable data 

Create a PivotTable timeline to filter dates

Create a PivotTable with the Data Model to analyze data in multiple tables

Create a PivotTable connected to Power BI Datasets

Use the Field List to arrange fields in a PivotTable

Change the source data for a PivotTable

Calculate values in a PivotTable

Delete a PivotTable

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