Goal settings template in Excel

Personal goal settings tracking tool. Help to set long-term, short-term goals. Define activities to reach those goals. Update goals by changing status. Analyze results, archive records.

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• Ability to set Short Term, Long Term Goals (Time Bound, Smart, Actionable, etc)
• Ability to log Activities
• Ability to archive records
• Pivot summary table
• Ability to generate PowerPoint slide with a summary of the goal
• Much faster than Microsoft Planner
• Can work locally without internet
• Can be used by a small team as a work progress tracking tool

• Does not work with Excel OnLine version [Macro-Enabled]
• Limited Fail-safe protection - not trained users may break the file by renaming, deleting columns, etc
• Limited collaboration - better results are expected for personal use
• Pivot Tables must be manually configured
• Only 3rd party Datetime picker is available see (Office Uservoice)[https://excel.uservoice.com/forums/304921-excel-for-windows-desktop-application/suggestions/13275054-add-date-picker-to-enable-users-to-select-a-date]

It is possible to re-create provided functionality starting from macro-free excel file by following the procedure below:

1. Start from Macro-free Excel Workbook 'Template_Structure.xlsx'
2. Press Alt+F11 to open VBA Project Editor
3. Press CTRL+M to import:

• File Functions.bas
• File Programs.bas
• File PlanningForm.frm
• File invoke2click.cls

4. Open Class Module, double-click on class invoke2click
5. Copy code content from the class invoke2click
6. Paste code content to:

• Sheet 'Report'
• Sheet 'Planning'

7. Save excel workbook as Macro-Enabled file
8. Populate Input fields in the Worksheet 'Summary'

1. Invoke UserForm:

Double click to the row with id 1 on the worksheet 'Planning'

2. Failsafe check:

Double click to the row 2 on the worksheet 'Report'

3. Fields of the UserForm

Populate several records on the worksheet 'Planning', double-click on this row

4. Save data

Invoke UserForm from the worksheet Planning, populate fields, press button 'Save'

5. Update data

Invoke UserForm from the worksheet 'Report', by clicking on existing record, change fields, press button 'Save'

6. Import Picture

Invoke UserForm from the worksheet 'Report', by clicking on existing record, press button 'Import Picture'. Follow prompt to import picture. Press Save button.

7. Scroll through records

Create and save several records with UserForm. Invoke UserForm and use buttons 'Up' and 'Down' to scroll through records.

8. Generate PowerPoint file

Double click on complete record in the Worksheet 'Report'. Press button 'Generate PowerPoint'.

9. Archive Record

Double click on complete record in the Worksheet 'Report'. Press button 'Archive'.

10. Generate PivotTable

Invoke UserForm and press button 'Generate PivotTable'

This macro workbook contains code. Follow procedure below to export code to the version control:

1. Save code from the worksheets 'Planning' or 'Report' into the Module Class 'invoke2click'
2. Export Form: 'PlanningForm'
3. Export Modules: 'Programs', 'Functions'
4. Export Class: 'invoke2click'

Please submit issues here: https://github.com/vzhomeexperiments/set_goals/issues

1. Consider to contribute by creating more features, for example:

• Adding comments to the code
• Adding Fail-safe logic
• Spelling Mistakes
• etc

2. Fork this repository, create branch and create Pull-Request
3. Consider supporting this project by:

Enroll to the course on Udemy with referral code: https://www.udemy.com/course/save-your-time-with-excel-userform/?referralCode=0E6A73E1EE79CB01A2E2 Buy me a coffee: https://www.paypal.me/Zhbanko